As practice shows, the implementation of CRM Bitrix24 in the running processes of the company can occur simultaneously on several levels of work.
For one of our clients, a company dealing with souvenirs, we used a comprehensive approach to the implementation of CRM Bitrix24.
✓ Inviting employees to the portal;
✓ Creation of the company structure and all departments;
✓ Creation of the necessary work groups;
✓ Setting up the cards of the basic CRM entities - companies, contacts, leads, transactions;
✓Setting up task templates.
✓ Setting up e-mail;
✓ Setting up telephony;
✓ Connection and setup of open lines (messengers, online chat).
✓ Creation of the necessary deal directions;
✓ Basic setup of robots for these directions.
Development of applications built into company cards and contacts that extend the functionality of Bitrix24 and simplify the daily work of managers.
(ON THE ELEMENTS OF THE UNIVERSAL LIST)
✓ The business process of requesting a commercial proposal;
✓ The business process of coordinating the cost of work for the client;
✓ The business process of requesting product samples.
All stages of the implementation of Bitrix24 were held in parallel with the training of an employee, on the client side. Training and setting up the CRM was conducted online in the format of Skype conferences.
As a result of the work on the comprehensive implementation the client received a CRM, fully configured for the current tasks. Training of a staff member of the company allowed the client to get a specialist who understands the logic of operation and configuration of Bitrix24 CRM and is able to independently solve major problems that arise in the company during its operation.
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