In the preface, I would like to emphasize what the main goal and task of the funnel are.
The purpose of the funnel consists of two main functions, namely:
a) To isolate and separate the product made by employees of a department or a company as a whole, as a bundle of interacting departments.
b) To control the quality and deadlines of the production by automatically overseeing the movement of the production process through the stages.
For the funnel to work in the right way and for us to get the desired output,
the funnel must be created according to the right key principles.
✓ All company’s incoming flow should be automatically directed to the CRM (mail, telephony, social networks, messengers);
✓ Email should only be sent from the CRM;
✓ Calls should be made only from the CRM;
✓ Noone moves deals around statuses "by hand" (possible exception - only the manager). Deals are moved by robots and triggers;
✓ Employees respond to bells and counters because they have instructions and important notifications.
✓ Managers, performers, accountants and other employees work on tasks;
✓ Tasks are regulated and have deadlines;
✓ All relevant deal data, documents, dates are recorded in fields;
✓ Each stage has its own mandatory fields;
✓ Documents (contracts, delivery and acceptance certificates, invoices) are generated automatically and sent based on templates;
✓ Payment details go to Bitrix24 automatically.
Only when these principles are met, one can move on to issues of control - to measure the time at a stage, to administer the discipline of work on the tasks, to generate reports.
We invite you to get acquainted with our roadmap, stages of work that we move through when we create funnels.
to determine goals and objectives
With a "that’s how it should be" proposal;
agreeing and approving at the document level.
Defining a list of mandatory fields;
Creating a matrix - field, stage, mandatory or not;
Deciding on triggered moves.
As an output, we get an automated funnel with instructions for employees and all the necessary documentation for the client.
* The cost of a particular funnel depends on the complexity of the process and its level of detail.
bitrix24 IMPLEMENTATION
Basic setup
Bitrix24
✓ all communication channels in one CRM - email, phone, WhatsApp and other messengers
✓ adaptation and mastering of information flows, staff training
✓ setup of sales funnels
✓ description of basic rules of interaction within CRM
from 1 000 EUR
CRM setup
Bitrix24
✓ custom CRM setup together with the client - for easy use
✓ robots and triggers setup, repetitive actions automation
✓ document creation setup
✓ sales funnel setup and implementation
from 1 000 EUR
Integration with industry software
✓ standard integration with custom import development
✓ Bitrix24 integration with industry software (hotel services, transport monitoring systems, payment systems, websites and personal accounts)
from 1 000 EUR
Business processes setup
✓ analysis of existing processes and systems
✓ calculation of automation impact
✓ business processes development - routine becomes automated
✓ digitization of the Company's work - and metrics development
from 1 300 EUR
End-to-end analytics & reports
✓ end-to-end analytics setup
✓ standard reports setup
✓ development of custom reports with calculations
✓ reports in any other format, integration with systems
from 1 300 EUR
CRM-marketing and repeat sales
✓ setup of repeat sales through CRM-marketing tools
✓ integration of repeat sales into the Client's sales structure and business processes
✓ sales pipeline setup
from 1 300 EUR
"Every day we work to make complicated things easy and accessible. To make our partnerships crystal clear, respectful and mutually beneficial."
Founder, Levon Musoyan
In 2003, our team of Tallinn University of Technology graduates opened a small office in the center of Tallinn. In no time we carried out a number of projects for companies from different sectors - from websites of spiritual practices to image projects for construction companies.
In 2008, we introduced a standardized approach to the development of a UNIQUE website design, thereby significantly reducing time and cost of development. As a result, every month we could make up to 150 websites with a unique design and the final cost of the project for a client ranging from 150 euro (a small website) to 1 000 euro (an online store).
In 2013, we began working with Bitrix24. Since then this rapidly developing product has not only been a source of inspiration to us but also the most interesting area of work to find efficiency in our processes and the processes of our clients.
In 2017, we changed our approach to the implementation of CRM systems. From now on we started every project with Pre-project research when we carefully studied the client's business, developed an implementation model and offered full automation on Bitrix24 tools. Thanks to this approach, we received a carefully planned and calculated project that allowed our customers to get a completely different quality of business processes automation in all departments.
In 2021, we started a new line of business - software robots RPA. RPA technology helps to significantly improve company processes, notably increase productivity and quality of employees' lives, exclude human errors without fundamentally changing the IT landscape of the company.
Our blog contains interesting posts about our work - automation, business processes, and RPA - everything we love so much and work with every day.
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