CLIENT INFORMATION

The Brick and Co. company is engaged in the sale and delivery of building materials in Rostov-on-Don, Krasnodar and nearby regions. Sales are conducted through retail stores and an online store.

TASKS WITH WHICH THE CLIENT CAME WITH

It was necessary to combine work with clients, keeping records of goods, the logistics department, production, and also automate the company's processes in one place.

IMPLEMENTATION PROCESS, PROJECT FEATURES

During interviews with key employees, we identified the main tasks and conducted an audit of the current business processes in the company, on the basis of which we formed the solution architecture and work plan. After that, the implementation of the project began.

We purchased a boxed Bitrix24, deployed test and working portals, set up a VPS server. We added employees to the portal, distributed roles and organizational structure, conducted training for them on the basic functionality of Bitrix24.

Portal setup work

First of all, we implemented the big task of transferring all logistics to CRM. We set up a separate funnel with logistics stages, created a corresponding section in the company card and added custom fields.

Added a new filter to the CRM Contacts entity, by selecting which you can see a list of all drivers. Added autotasks for logisticians with SMS notifications to review applications and search for cars.

Organized a register of documents, which takes into account the visibility for different departments of different types of documents. We created a universal list of “Products”, directories of contacts and companies, funnels of deals and robots.

Set up a number of business processes to work between departments and with clients. We developed a contact card that, depending on the type of contact, shows or does not show certain fields.

WORKING WITH THE SOLUTION. RESULTS ACHIEVED

Sales staff use CRM to process orders and communicate with customers. The portal has its own task setting system. Established work with suppliers in production. The logistics department closes tasks ranging from finding a driver to delivering cargo to its destination. In addition, the portal also has other important contacts and processes of the administrative part, which simplify the work within the company.

ADVANTAGES FROM IMPLEMENTATION

All key departments are involved in Bitrix24: sales department, production, logistics. The sales department forms orders from different sources: an online store and retail stores. Then the order goes to production, where it is collected and transferred to logistics. The logistics department, in turn, finds the driver and arranges delivery to the client. The entire work process is automated, it is convenient for employees to track each stage of the order and plan further actions. Managers control the work of departments at every stage.