CLIENT INFORMATION
The first franchise to build your own beauty salon brand and deliver a proven business model tailored to your city.
TASKS WITH WHICH 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 series 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 consulted on the choice of license. Deployed and activated the cloud tariff. We connected employees, set up the structure and conducted business analytics of the company's processes. 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 call distribution between managers. We connected WhatsApp to the same number. We have integrated with the Tilda website to transfer leads to the portal.
In the Contacts section, we set up customer segmentation according to various criteria, such as:
- Initial or re-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.
Trained employees on the functionality and work on the portal.
WORKING WITH THE SOLUTION. RESULTS ACHIEVED
The main communication channels are connected on the portal, through which work with clients is carried out. Sales managers work in CRM, process applications that come from the site and form a portrait of each client for segmentation.
ADVANTAGES FROM IMPLEMENTATION
Thanks to the introduction of Bitrix24, work with clients has become transparent and convenient. Customer segmentation and a built-in knowledge base help managers provide an individual approach to each client.
