However, some logical errors were made in setting up the CRM. This was due to a lack of knowledge of the full functionality of the system. As a result, in some areas of work, CRM became more of a complication than a simplification.In order to organize work with corporate orders in CRM (with multiple locations, different menus and delivery time) it was necessary to modify or, rather, fine-tune the other methods of Bitrix24. At the same time, it was necessary not to break the already configured exchange with the accounting system.

Alexandra BajurAnalyst at BOX Catering“We were using Terrasoft previously, but we soon realized that this CRM doesn't allow us to work in the same information field. We used several programs to send the order to the workplace, and the sales department worked with documentation and invoices manually. And in general the logic was complicated. To add functionality, we had to spend a lot of time and extra money, and the fees for using the system were already quite high compared to others”.

Project objectives
1. Set up work with corporate orders: track the relationship between the general order and each specific order in the accounting system.2. Simplify work in the system: reduce the volume of notifications, tasks and number of funnels.3. Create a business process to account for tasting sets via manager approval.4. Create a multi-sales business process - multiple deliveries, orders within a single B2B sale.
What has been done for the project:
A customer works with the B52 accounting system. When generating an order, which includes several sub-orders, e.g. for a roadshow, buffet and banquet, etc., there was "broken" logic in the system via funnels and Bitrix24 robots.
This solution implied an excessive workload on the staff. The duplicate tasks did not show a link to the overall order. As a result, there was an avalanche of tasks per day falling on employees. Those orders which were formed prematurely were mixed up with the current ones and turned into a continuous stream of notifications. Soon the employees simply started ignoring the incoming tasks.
To fix the chaos in the CRM, we used the "universal lists" tool.
"Universal lists" in Bitrix24 is a kind of Excel spreadsheet, which is also an additional layer of data nesting.