Another example of a comprehensive approach to implementing CRM Bitrix24 into the operational processes of the enterprise was the implementation for our client - a company that manages a chain of apartments with daily rent.
✓ Inviting employees to the portal;
✓ Creation of the company structure and all departments;
✓ Creation of the necessary work groups;
✓ Setting up basic CRM entity cards - companies, contacts, leads, deals;
✓ Setting up task templates.
✓ Setting up e-mail;
✓ Setting up telephony;
✓ Connecting and setting up open lines (messengers, online chat).
✓ Creating the necessary fields in the universal list;
✓ Filling the catalog.
To visually display the bookings occupancy diagram was connected, previously described in our article "DEVELOPING OCCUPANCY DIAGRAM FOR HOTELS / INTEGRATION WITH BITRIX24".
To simplify the processing of reservations and to automate the individual stages of this work, a business process "Booking" was developed.
The business process includes:
✓ notifications when a new reservation is received;
✓ automatic messages to the client;
✓ reminders about the need to make an advance payment;
✓ reminders about the time of the reservation;
✓ tasks for managers responsible for check-in and check-out.
As a result of the work on the complex implementation of CRM, the client received a tool adapted to his tasks as much as possible. Visualization in the form of a diagram and the introduction of individual stages of reservation processing automation - simplified the booking process and made it more transparent for the client's administrators to control.
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