HOW TO IMPROVE THE INTERACTION BETWEEN BUYERS AND SELLERS IN A LOGISTICS COMPANY WITH BITRIX24?

case bitrix24

LOSS OF LEADS AT THE STAGE OF THE COMMERCIAL OFFER

Our Client is a large logistics company, which faced the problem of lost Leads at the stage of providing a Commercial offer. The number of lost leads before the solution was implemented was 70-75% from the number of incoming orders.

The reason was too long processing of the request on the Procurement side and time loss during information transfer.

IN FACT, SUCH PROBLEMS ARE EVERYWHERE

According to the statistics of inquiries - many companies face the loss of Leads during processing for the following reasons:

too large flow of Leads, which managers do not physically have time to process because the routine processes are not automated;
long waits from managers to respond on the calculation, which is necessary to create a CP;
lack of automation of the manager's control, too exhausting and routine manual control;
if client receives information or an invoice for payment, it is forgotten about. In fact, the deal is simply thrown on the principle of "If it is necessary - he will apply himself, or pay the bill;

and so on. Some of them we will examine in this article.

IDENTIFYING THE CAUSES OF LOST LEADS

The main problem was the time it took to generate the CP. It reached an unacceptable 18 working hours.

To provide the CP to the Client, managers would send a request for a purchase calculation, to clarify the purchase price of transportation and form a price for the Client in the future. This interaction was taking too long, enough to lose up to 75% of Leads because competing companies were providing CPs faster.

Our main task was to develop a solution that would accelerate the above process to acceptable values, which would not exceed 8 hours, thus reducing the loss of Leads due to the long waiting time for the CP.

The customer's management set a goal: to generate and deliver the CP to the Client within 8 hours, and we accepted this goal.

solution

The development of the solution consisted of two parts:

PART 1

Develop a process to turn order processing in the purchasing department into a well-coordinated conveyor belt.

PART 2

To develop an application that would reduce the time it takes to transfer information between departments and to receive the finished CP in PDF, instead of forming it manually.

REQUEST MANAGEMENT PROCESS

The first stage of the solution involved the development of a smart process that included stages:

New Request;
Request in progress;
CP sent;
Contract/invoice;
Success;
Failure.

OPERATIONAL TASK

At the "New" stage, we set an operational task.

This is a common task, which is necessary to coordinate all the actions of the participants in the deal, for example :

Exchange details;
Request additional information from the Client;
Think through the supply chain for this particular application.

This task allows you to greatly accelerate the work on the application with both buyers and managers.

CP GENERATING APPLICATION

The next stage of the solution involved the development of an application integrated into the smart process, through which the buyer was able to record the parameters of the chain of transportation.

stage 1

After setting the parameters for the commercial proposal, the manager receives a notification in the B24 bell and goes to the document to set the markup.

stage 2

After setting the markup manager receives automatically generated CP in PDF format in one click.

stage 3

After the formation of the CP manager sends it to the client and seeks prompt feedback.

RESULTS AND BENEFITS

As a result of implementing the solution, we have achieved the following results:

The procurer is immediately informed that he has a new task;
He performs it promptly and as soon as he finishes - the manager receives a notification of readiness;
The manager no longer needs to make a CP manually, he receives a ready-made CP with a set markup in PDF format automatically.

case

BITRIX24

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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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