Need
The "Avangard" company faced a number of problems due to the lack of IT solutions that hindered business growth and increased efficiency. The main challenges included:
-
Dispersedness of information systems The company's sales departments were located in several cities, and branches operated on different versions of 1C (UPP and UT). This led to inconsistencies in customer and order accounting
-
Lack of a corporate portal Company employees experienced difficulties with communication between branches and absence centralized work space for tasks and projects
-
Lack of a centralized CRM system Order management and client data were hand-held, leading to duplication of information and errors
Solution
Implementation of the corporate portal and CRM based on Bitrix24
Result
-
The system is deployed on the servers of the "Avangard" company. Access to the system is organized both within the local network and externally through secure communication channels. This solution ensured a high level of security and system accessibility for all company branches, regardless of their location
-
Improving order management transparency: now all order and customer data is available in a single CRM system, eliminating duplication of data
-
Acceleration of order processing: the implementation of the automated order processing process has significantly reduced the time for completing tasks
-
Employee productivity improvement: Employees received a centralized tool for collaborative work and interaction
-
Document flow optimization: the processes of agreeing on contracts and monitoring their changes have been fully automated
-
Integration with 1C: Data is synchronized between CRM and 1C, eliminating the need for manual information processing. Customer and order information is synced in real time
Details of implementation
CRM and 1C integration
- Bilateral integration with 1C: organizing data synchronization between CRM and 1C UPP (production management) and 1C UT (trade management). The integration covered the synchronization of data on users, orders, companies, and contacts;
- REST API for communication with 1C: creation of API methods for data transfer between systems;
- Automating order processing from an online store: Importing orders with automatic sales stages routing in CRM.
Creation of a corporate portal
- Integration of employees from different branches: all company employees were united into a single system, which made it possible to simplify communication and improve management;
- Teamwork tools: implementing Live Feed, Chats, Tasks, and Calendar to optimize collaboration;
- Business process automation: automation of multi-stage agreement processes. Documents go through several stages of agreement with different departments of the company, and a link to the document is also added to the company's card.
Customize CRM system
- Creating CRM cards: transaction and contact cards were adapted to the specifics of "Avangard" company sales;
- Setting up sales funnels: sales stages and order processing stages are defined;
- Configuring robots and triggers: robots have been added to automate notifications and tasks related to sales funnel promotion;
- Configuring access rights: A delineated access rights system has been implemented for branch employees.
Employee training
- 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;
- Business Process Optimization: developing new processes and scenarios for task automation;
- Adding new functional modules: implementation of order management tools and automation of additional processes;
- Integration with Telephony: CRM Integration with Corporate Telephony. This solution automatically identifies the customer by phone number, displays the customer's card when an incoming call is made, and automatically records calls in CRM. This approach has increased the efficiency of the sales department and improved customer service quality;
- Support and updates: Updating functionality considering Bitrix24 and 1C updates.
Recommendation
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
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
