How was CRM implemented
The first step in integrating the Bitrix system is to create a company structure where employees are distributed across departments.
After that, we set up telephony. All calls to managers go directly to Bitrix24. It helps to always be in touch. As soon as a call arrives, the system automatically creates a customer card. And the manager during the conversation fills it with the necessary information: name, surname, company, position, and so on. When this client calls next time, the manager will immediately see his card on the screen. This is very convenient because one employee cannot remember information about all clients or look for it in personal records.
In addition, all conversations with customers are recorded. This helps to track the performance of employees, and also simplifies an individual approach to all customers. For example, several people were interested in the car of a certain brand, which was not available. As soon as the desired machine appears, the manager reports this to the client.
We also integrated the company’s website and pages in social networks and instant messengers so that all applications, messages, comments get into Bitrix. So the manager will not miss an important message or appeal from a potential client.
The next step is to set up the sales funnel by status. The manager only needs to move the client from one status to another. The advantage of funnels in the Bitrix24 system is the flexibility of their settings. The company itself chooses the number of statuses, as well as their names, depending on the stage of work with the client. The manager sees all the information about transactions, and can also configure filters and separate leads by a certain criterion.