Need
Although Bitrix24 had already been installed, the company needed to refine CRM functionality and integrate the system with existing internal services. As well as in the automation of new processes and in strengthening control over work with clients:
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Scattered data No unified customer database, data loss risk due to manual input
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No marketing automation No dispatch tools and trigger scenarios
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Ineffective query processing Leads aren't created automatically, requests are processed for a long time
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Weak analytics Limited monitoring, insufficient data visualization
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Communication delays No transaction notifications, employee inconsistency
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Complex internal processes Manual agreement of documents, ineffective routing of appeals
Solution
Modernization and refinement of the Bitrix 24 corporate portal and CRM systems
Result
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Customer automation: integration with the client's personal account has accelerated lead processing, and automatic notifications have improved employee coordination
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Improving marketing: The personalized scripts email module increased customer engagement and improved marketing results
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Documentation optimization: automating document coordination and creating templates has accelerated request processing and improved service quality
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Increased transparency: the implementation of reports and widgets has improved analytics and customer control
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Employee training: video lessons and consultations ensured employees' quick adaptation to the new system
Details of implementation
- Setting up CRM: creating custom fields for leads and deals cards;
- CRM integration with the Megalabs personal client account to automatically generate leads from customer inquiries;
- Connecting CRM: Email and synchronizing employee mailboxes with customer cards;
- Implementation of an automatic notification system for employees about new leads and changes in transactions.
- Connecting and configuring the Business Processes and Automation module for automatic document coordination;
- Creating templates for automated processing of client requests;
- Configuring the processes of coordinating and approving internal documents;
- Developing and connecting a feedback mechanism and automatic routing of customer inquiries.
- Development and connection of the CRM module: Marketing mailings;
- Implementation of distribution scenarios based on client actions (for example, after processing an application or changing the status of the transaction);
- Integration of the distribution system with the Megalabs company's internal mail gateway;
- Connecting additional reports and widgets to monitor customer interaction using Reports and Analytics.
- Video tutorials and text instructions for working with custom modules have been prepared;
- Training sessions were held for managers and key users;
- Employees could seek advice on specific issues during the system's industrial launch.
Prospects scaling
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Implementing AI solutions Connecting intelligent tools for automatic routing and processing client requests
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Optimization of client requests processing Using automation scenarios to process mass requests using artificial intelligence and chatbots
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Forecasting system development Creating an analytical system based on CRM data to forecast service demand
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Integration with additional services Connecting Customer Experience Analysis (CXM) tools and Customer Feedback Analysis Systems
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
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