Need
TSTN required the modernization of he corporate portal and CRM system based on Bitrix24:
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The main tasks of the project are: - Automation of order management and client communication — optimization of work processes related to invoicing and interaction with clients;
- Providing managers and executives with tools for analyzing key performance indicators (KPI) and sales monitoring;
- Integration and ensuring sustainable data exchange between CRM and other company systems using RabbitMQ
Solution
Complete audit of the company's business processes and existing solutions, development of unique modules and custom refinements of the system based on the Box version of Bitrix24
Result
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Order management automation
- Order processing time has been reduced due to automatic invoicing;
- A unified process for working with transaction cards and objects has been implemented, which has increased the transparency of work
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Optimizing managers' work
- Access to KPI and analytical data through dashboards increased the transparency and efficiency of managers' work;
- Manual work volume reduced due to automatic transaction creation
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Improved analytics and visualization
- Dashboards allowed managers to analyze sales by time, products, and customers, which improved decision-making
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System flexibility and adaptability
- The implementation of multi-level dependent lists made it possible to quickly adapt fields to the company's business objectives;
- Implementation of new CRM entities such as "Shopping points" and "Objects," which allows for more detailed accounting of customer data and their orders
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Synchronization with 1C improved process coordination and data consistency between systems
Details of implementation
Increased system adaptation
- The ability to account for retail outlets by linking them to client companies has been added, which has increased the transparency of sales outlet accounting;
- The "Object" essence for managing projects and construction projects has been implemented. Now each object has its own card, which records all interactions, tasks, and stages of coordination;
- Multi-level dependent lists - a new field has been added, which administrators can implement into any CRM entity without refinements. Dependent list names and values can be set manually.
RabbitMQ
A data exchange channel was established between CRM and 1C, which allowed for the synchronization of transactions and financial operations.
Visualization and analytics tools
— Start Dashboard - an interface for managers that displays key metrics for sales, activity, and transaction status;
— Sales Dashboard displays sales data in the form of graphs, tables, and filters for analysis across various parameters (periods, products, customer categories)
Support and support
— The placement of the system on the client's servers allowed for a high level of security and flexibility of management. Progressive Media integrators provided full support and support for the system, which allowed the company to avoid technical difficulties and minimize risks
Enhancing system security
A role-based access model with flexible user rights separation has been developed. New entities and custom information blocks are now only available to employees with a certain level of access, which has increased system security.
Complex business processes
- The process of coordinating discounts has been automated, including tasks to coordinate with responsible persons and save the results in the object's card;
- Automation of the chain of interactions with the object, starting from its creation. When creating an object, the process of coordinating tasks, setting control points, and notifying responsible employees is automatically launched;
- The business process of updating customer needs has been revised. The process is integrated with the task function, which has improved the flexibility of managing current customer needs.
Customer interaction automation
— Automatic sending of bills from CRM via email. Control of the conditions for selecting the necessary template and the correctness of the data was carried out;
— Automatically generate and update transaction cards based on data transmitted through RabbitMQ.
Other cases
in the Corporate IT Solutions and Services
Hello!
- 100164, Uzbekistan, Toshkent shahri
- Mirzo Ulug'bek tumani, Tepamasjid ko'chasi, 4a-uy (IT PARK)
- OOO “AARTIT”
- TIN: 309036675, OKED 62 01 0
- p/s 2020 8000 4054 5983 6001
- v/s 2020 8840 7054 5983 6001
- ASIA ALLIANCE BANK JSCB,
- Mirabad branch, MFO 01124
- Director: SAMOYLENKO YURIY IGOREVICH
- 100164, Uzbekistan, Toshkent shahri
- Mirzo Ulug'bek tumani, Tepamasjid ko'chasi, 4a-uy (IT PARK)
- OOO “AARTIT”
- TIN: 309036675, OKED 62 01 0
- p/s 2020 8000 4054 5983 6001
- v/s 2020 8840 7054 5983 6001
- ASIA ALLIANCE BANK JSCB,
- Mirabad branch, MFO 01124
- Director: SAMOYLENKO YURIY IGOREVICH
With this, in accordance with the Law of the Republic of Uzbekistan No. ZRU-547 dated July 2, 2019 "On Personal Data", I freely, voluntarily, and in my own interests express my unconditional consent to "AARTIT" LLC (hereinafter referred to as the Operator) to process my personal data.
Personal data - any information relating to a specific or defined individual based on such information.
This Consent has been granted by me to process the following personal data:
- Surname, First Name;
- Contact telephone;
- Electronic mail;
- Company website address;
- Company name;
The consent has been given to the Operator to perform the following actions with my personal data using automation tools and/or without using such tools: collection, systematization, accumulation, storage, clarification (updating, modification), use, depersonalization, as well as carrying out any other actions stipulated by applicable law, both non-automated and automated.
This consent is given to the Operator to process my personal data for the following purposes:
- providing me with services/work;
- sending notifications to my address regarding the services/works provided;
- preparing and sending answers to my inquiries;
- sending information, including advertising information, to my address regarding the Operator's events/goods/services/works.
This consent is valid until it is withdrawn by sending a corresponding notification to the email address
mail@progressivemedia.uz.
mail@progressivemedia.ru
In the event that I withdraw my consent to the processing of personal data, the Operator has the right to continue processing personal data without my consent, provided there are grounds specified in paragraphs 2-11, part 1 of Article 6, part 2 of Article 10, and part 2 of Article 11 of the Federal Law.
