how to control sales of dealer network WITH BITRIX24

CASE BITRIX24

PROBLEM

One of our clients, a large industrial manufacturer, turned to us for help in organizing effective sales control of a dealer network. The main problem was to provide control over the transferred Leads, as well as information about lead generation directly at the dealer.

solution

We suggested two possible solutions according to the developed and proposed architecture:

dealers and manufacturer work together on one portal

with user access rights differentiation system for BITRIX24 CRM entities

dealers work on separate bitrix24 portals

leads from manufacturer go to separate dealers' portals, sales data is consolidated on the Manufacturer's portal

After looking at a comparative table, the Customer chose the second solution, although it turned out to be somewhat more complicated and costly.

to solve the problem we had to:

Document the solution and its components.

Develop an app that allowed routing of a lead from the parent company to a dealer.

Develop an algorithm for routing leads depending on region and other parameters of the original request.

Develop an app that allowed synchronizing (essentially mirroring) of information of Leeds and Deals into the Manufacturer’s Portal.

Create custom reporting (tree mapping) that allowed the Customer to see the effectiveness of leads processing, conversion to deals, work on deals down to a dealer and a dealer's employee by period.

results of current phase

Now the management and marketing of the parent company has the analytics to work on attracting and selling with a breakdown to regions, a particular dealer or its employee.

Every new dealer portal is batch-configured, apps are installed, telephony is set up, and leads are brought in from the dealer's own sources.

The quality control department has access to information on compliance with the standards for leads processing.

All Manufacturer’s clients, including those attracted by the dealer, are stored in the CRM.

All portals for dealers are created from one place, all of the dealer sources are brought into Bitrix24 to control the processing of leads attracted by the dealer itself. The information about such leads is also mirrored to the head portal, and data about clients is accumulated.

in planning

build rigid bmp model

of leads and deals processing of all kinds for dealers, using an app that we have developed for such tasks. You can read more about the app here.

integrate knowledge / recommendations / scripts

to standardize sales of a dealer network based on the principle "knowledge by application".

integrate quality control

for sales by Manufacturer and its quality control department.

include time measuring

for lead/deal generation on each stage in order to receive information on data processing and influence the metrics.

standardize documentation

for deliveries, provide automatic generation of contracts, specifications, invoices, acts, VAT invoices.

document new implementation components

that will make managers' lives easier and let them focus on "human" tasks.

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What do we offer?

STEP 1. FILL OUT A REQUEST FORM

STEP 2. WE WILL SET UP AN ONLINE MEETING TO TALK ABOUT YOUR REQUEST IN MORE DETAIL

STEP 3. WE WILL OFFER THE MOST EFFECTIVE INSTRUMENTS FOR YOU

STEP 4. WE WILL DRAFT A ROADMAP OF THE UPCOMING CHANGES

STEP 5. WE WILL GET YOU NEW QUALITY OF PROCESSES IN BITRIX24

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CONTACTS info@adpdev.co
+372 698 0336