Need
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Data scatter Lack of a unified system for storing client information
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Internal communications issues Tasks were lost, there was no time control
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Long application processing The need to automate registration and distribution
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Manual agreement of documents Slow process due to lack of automation
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Low sales transparency Lack of clear visualization of transaction stages
As a result, the implementation of a corporate portal and CRM was required to create a unified client base and improve the efficiency of managers' work
Solution
Implementation of the corporate portal and CRM based on the Box version of Bitrix24
Result
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Integration with 1C has ensured a unified client base and accurate accounting of orders. All information about clients and their orders is stored in a single database, which eliminates duplication and increases data accuracy
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Centralized collection and storage of call, message, and email information that allows for analyzing and improving customer experience
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Company management gained access to analytical data on managers' performance and transaction status
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Thanks to the automation of processes, processing incoming applications and their routing between employees has become more operational and predictable = increased efficiency
Details of implementation
Implementation of the corporate portal
- User profiles have been created, taking into account their positions and roles in the company. This ensured secure access to the system and control over access rights distribution;
- Configuring tools like Live Feed, corporate chat, and task collaboration system. This improved communication and simplified task control;
- The implementation of an automatic reminder and timekeeping system has reduced the number of overdue tasks.
Setting up CRM
- Sales funnel design: the key stages of the transaction are defined - from receiving a lead to concluding a contract. The visualization of the current transaction status in CRM is configured;
- Creating cards for companies, contacts, transactions, and goods: Each CRM card contains key information about the client, interaction status, and orders. User fields were introduced to account for the specifics of the company;
- Corporate mailbox integration: all electronic correspondence is automatically saved in transaction and contact cards;
- Automation of application processing: incoming applications from clients are automatically registered and transferred to relevant managers for processing, which speeds up the processing process.
Preparation and deployment of infrastructure
- The implementation of the system began with the installation of the box version of 1C-Bitrix24 on a cloud platform. This made it possible to promptly begin setting up and testing the functionality;
- After successful testing, the system was transferred to the internal servers of VideoIntellect, which ensured improved data security and control over the IT infrastructure
CRM integration with 1C
The system supports bilateral data exchange between 1C and CRM, which allows for real-time updating of client data and orders.
Development of new features and automation
- Templates have been developed for the automatic formation of commercial offers. Each manager can personalize the offer according to the client's needs;
- Templates for automatic reports on client application processing and employee loading have been developed. These reports help to analyze sales department effectiveness;
- The business process of coordinating documents is automated. Coordination is carried out through the corporate portal with the possibility of electronic signature.
Prospects scaling
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Integration with telephony to automatically link customer calls to transaction cards and contacts, making sales department work easier
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Integration with BI systems for in-depth sales analysis, which can be conducted by combining data from various sources (1C, CRM) in a single tool
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Implementation of multi-level coordination of documents with the possibility of their digital signature
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Complete full integration with 1C to ensure automatic synchronization of order and customer data
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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