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Digital Foursquare email trading
Wholesale in Bitrix24: managing overdue payments and handling problematic customers.
This case study will provide you with the detailed information on systematic work with your customers using Bitrix24. You will learn how to organize the work of your departments and increase the efficiency of your sales managers.
Custom block
About the client
The business area of Emea trading is wholesale. All of the company's work was conducted in 1C. To improve the effectiveness of managers' work Emea trading management decided to install Bitrix24.
Bitrix24 integrationHow do you migrate your managers' work to Bitrix24? To accomplish this task, you need to do a Bitrix integration with 1C. This is not easy to do because CRM doesn't support in-house exchange. To exchange data between the systems, Digital Foursquare used its own development. What was done:
Payment control (sales funnel)
If a customer has not paid on time - the deal card is automatically moved to overdue:
The card will automatically move to another stage of the "Prostroy" funnel. Here we made 2 robots:
At the first stage of the "Mayzhe stitched" funnel, all areas are consumed with the final payment term in 2 days. So the manager needs to be able to call some clients and tell them about the payment.
Robot 1 sends an automatic notification to the manager. It contains the transaction card and the responsible manager.
Delayed payment
If the debtor has promised to pay today, the manager moves the transaction card. Did the customer fail to pay when promised? In such a case, the transaction is automatically moved to overdue payments.
Depending on the stage of overdue payment, appropriate notifications are set up for management. Along with the changes in 1C, the transaction stage in Bitrix24 changes accordingly.
Business process Resuscitation
Depending on the stage of overdue payment, appropriate notifications are set up for management. Along with the changes in 1C, the transaction stage in Bitrix24 changes accordingly.
How does the manager keep up to date on current affairs?
On the right side of the job card you can see the stages of work. This is a very convenient and useful feature.
The manager can see where the communication has ended, quickly react to problems or questions, leave comments and fixate on important information.The manager has the ability to track employee activity on the agreement in the "History" tab. To see everything related to the agreement (set tasks, scheduled meetings, formed documents, etc.) the "Communications" tab allows.
What has been achieved as a result
Adjusted system of manager's work. Thanks to the integration of Bitrix-1C it became possible to synchronize data in the systems. Transactions for which the payment deadline expires are automatically pulled into the control funnel.
The Bitrix24 integration has helped the company to fine-tune the workflow. Now managers only need to follow instructions and guide the client through the set parameters of the sales funnel.
The Bitrix24 system independently sets tasks, reminds of things to do and notifies management of shortcomings.
Would you like to integrate Bitrix24 system into your business? Contact our manager for a detailed consultation
Do you have any questions?
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Contacts
latigid.qs4%40eciffoBulgaria, Burgas, ap.complex "Perla" 7, fl.7, ap.14
+40725244953
Portugal, city of CoimbraC. Com. Atrium Solum, Av.Elísio Moura, 101
+351910777651