One of our clients, a leading off-road project that unites off-road travelers, approached us with the task of automating the company's processes.
In addition to the standard settings of Bitrix24, the main tasks that had to be addressed were the import of contact data for the previous years and the creation of a registration form in the customer events.
✓ 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, transactions;
✓ Setting up task templates.
✓ Setting up e-mail;
✓ Setting up telephony;
✓ Connection and setup of open lines (messengers, online chat).
Client data was stored as an excel spreadsheet and contained information about participants, teams, and scoring groups.
Before starting the import, all the necessary fields were created in the Contacts entity.
An application was written to import contacts with the search of duplicates.
Customer registration takes place in 2 stages.
A business process for processing requests has been developed for the client, including:
✓ Notifying the client by email and sms about creating an application;
✓ Sending messages to participants with a link to a personal data form;
✓ Possibility to make payment to the client both in the form of fixed payments with prepayment, and calculation of the payment schedule in installments;
✓ Creation of the necessary accounts, to fix the payment;
✓ Payment reminders twice a week;
✓ Notification of managers about the progress of order processing.
As a result of the implementation, the client has received an automation tool that takes into account all the features of the company and facilitates the solution of daily tasks.
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