CRM Setup

CRM was set up on the basis of the cloud version of Bitrix24. This version allows the client to start working in the system immediately after the configuration without installing an additional server.

Setting up access and company structure

We fixed for the company employees to whom it is necessary to report and to whom it is possible to address with a certain issue. Also set up access rights to information and visibility of fields for each employee. As a result of innovations, the everyday work on tasks became more systematic and well ordered.

Correct communication between departments

We have taught employees to use the CRM system to work effectively. Personal and group chats, and the features of the live feed and calendar were explained. Internal employee numbers were also installed in the system. All of this made communication between employees as easy as possible.

Setting up regular reporting for department heads

We learned the company's problems from the heads of different departments. We created templates of tasks and automatic notifications for managers, held a comprehensive training on how to set tasks and how to control them. Thanks to Bitrix24, the heads of departments learned to keep track of their employees' work assignments and workload.

Unified system of communication

All communication channels used by the company were connected to a common CRM system: employees and managers telephone numbers, social networks, e-mail, Telegram and Viber.

Leave systematization

The CRM system has simplified sick and holiday requests and approvals. Employees no longer have to wait for the document to be signed by different managers. If an employee goes on leave, all of his colleagues are notified that he will be unavailable for that period of time.

Procurement control

A business process has been developed which allows you to control purchases at all stages. Tasks with ready-made templates can be created automatically.

Sales organisation

Configured the status of leads and transactions in the client's CRM. Robots have been added to deal statuses that automatically generate invoices, tasks and notifications to customers. Sales managers can monitor employees' work more effectively. They see the number of leads and can check the speed of managers' responses.

Task Control

Regular task templates with checklists have been created for submitting reports from line managers, to the CEO.
Testing and launching
The CRM-system is first tested by our specialists and only then is handed over to the client for use.

Conclusion

Regular task templates with checklists have been created for submitting reports from line managers, to the CEO.
Testing and launching
The CRM-system is first tested by our specialists and only then is handed over to the client for use.