Solution
Implementation of the box version of the "Bitrix24: Corporate Portal" product and development of an analytical application based on Qlik Sense
Result
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The client received a wide range of tools for managing business processes. A significant portion of routine operations is automated. The company's business processes have become faster, more transparent, and more manageable
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To simplify communication between employees, a system has been implemented that brings together the company's key employees within a single information space. This has enabled centralized data exchange and ensured the relevance of information
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To improve the quality of pre-order processing, the implementation of CRM has become a key stage. This made it possible to accelerate data collection and improve information quality, which reduced the likelihood of errors and increased the efficiency of managers' work
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To enhance the convenience of managers accessing sales information from 1C and optimize the report generation process, the functionality of centralized access to 1C reports via the Bitrix24 interface has been implemented. Previously, company managers received reports by contacting the accounting department or entering 1C independently. Now the process is automated, and managers can quickly request ready-made reports via Bitrix24, without being distracted by direct interaction with 1C
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The processes of interaction with partners for forming pre-orders have been optimized, which has reduced processing time and reduced the number of errors. For example, it was possible to significantly reduce the time required to collect data and form a final pre-order for the factory
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To ensure prompt management decision-making, an analytics tool based on Qlik Sense has been implemented. Provides access to end-to-end online store sales analytics
Details of implementation
Bitrix24: Corporate Portal
- Configuring the web environment on the server;
- Installation and configuration of the "Bitrix24: Corporate Portal" system;
- Formation of the company's structure, employee accounting, distribution of access rights;
- Improving the interface to simplify navigation and make it more convenient for employees;
- Set up automated reminders for tasks and deadlines.
1C reports in the Bitrix24 interface
Integration with 1C has been implemented, allowing for the creation of a system for requesting and receiving reports directly in Bitrix24:
- A universal functionality has been developed that allows for requesting various reports with individual sets of parameters for each report;
- In the Bitrix24 interface, forms for report requests have been created, with some fields common to all report types and others unique to each type;
- The ability to send reports to email and/or save them to the user's personal disk has been implemented, and a registry of ordered reports has been developed to simplify access;
- Access permissions have been configured to ensure that only those reports that are permitted for viewing are visible to each user.
The short list of completed CRM implementation works includes the following works:
— Configuring the funnels and stages of Leads and Deals;
— Customizing Transactions and Companies cards to account for specific business processes;
— Configuring alert systems to inform employees about important events; defining access rights for users, which ensured information security;
— Integration with 1C for automatic import of companies;
— Connecting managers' email to CRM;
— Integration with the webform on the website, which has simplified interaction with customers;
— Integration with new logistics partners and delivery services;
— Configuring corporate mailboxes for communication automation;
— Connecting a notification system to inform employees about important events; developing a work schedule for the system.
Learning how to use the Bitrix24 product
Since no CRM was used in the company prior to the implementation of Bitrix24, certain difficulties arose with the adaptation of employees to the new tool. Training was an important element of the process, aimed at conveying the value of using the new system. Following the training, individual consultations and assistance were provided to users as part of the system's subsequent support.
The import of counterparties from 1C to Bitrix24 was carried out taking into account data specificities.
This process included:
— One-way file exchange according to schedule due to the outdated version of 1C;
— Downloading only modified data about counterparties;
— Consideration of a specific set of fields for linking created records to managers.
The main difficulty of integration was that the client used an outdated and customized version of 1C. This required refining the standard solution.
Development of sales reports based on Qlik Sense
Within the framework of this project, several applications for sales analysis have been developed:
— Analysis of sales geography in the B2B sector: the application allows for the analysis of sales managers' performance across regions, seasons, and years. As well as forecasting sales taking into account seasonality;
— Sales in an online store: analysis of data from various sources: Yandex.Metrics (attendance statistics and audience profiles), online store database (articles, prices, sales data), courier services (in Excel files).
Available metrics include: potential revenue, number of ordered pairs, number of orders, average receipt, and conversion, updated in real time; a graph showing the relationship between website visits and number of orders by day; an analysis of the best-selling model categories; a comprehensive display of views, orders, and actual purchases for each item; detailed data for each order; a potential revenue bar graph for each day; an order redemption percentage indicator; and a visualization and analysis of the delivery speed.
Recommendation
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in the Corporate IT Solutions and Services
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- 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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