CLIENT INFORMATION
The first franchise to create your own salon brand and provide a proven business model tailored to your city.
TASKS THE CLIENT CAME WITH
The main task was to get acquainted with the capabilities of Bitrix24 for working with leads and clients on the portal.
Then perform a number of initial settings:
- Telephony connection
- WhatsApp integration
- Integration with the Tilda website
- Customer segmentation
- Creating a knowledge base for managers
IMPLEMENTATION PROCESS, PROJECT FEATURES
We conducted a consultation on choosing a license. We deployed and activated the cloud tariff. We connected employees, set up a structure and conducted a business analysis of the company’s processes. We set up the main funnel and lead sources in CRM. We connected a rented Bitrix24 number, created a user group “Sales Department” and set up the distribution of calls between managers. We connected WhatsApp to the same number. We integrated with the Tilda website to transfer leads to the portal.
In the Contacts section, we set up customer segmentation based on various criteria, such as:
- Initial or repeat application
- Source where the contact came from
- Region
- Need
- And a number of other personal fields
For managers, we created a unique Knowledge Base in the client card, which contains tips for working with clients.
We trained employees in the functionality and work of the portal.
WORKING WITH THE SOLUTION. RESULTS ACHIEVED
The portal contains the main communication channels through which work with clients is carried out. Sales department managers work in CRM, process requests that come from the website and form a portrait of each client for segmentation.
BENEFITS FROM IMPLEMENTATION
Thanks to the implementation of Bitrix24, working with clients has become transparent and convenient. Customer segmentation and a built-in knowledge base help managers provide an individual approach to each client.
