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medi RUS

Implementation of Bitrix24 CRM in the production of medical devices

Field of activity:

Production of medical compression hosiery and prosthetic and orthopedic products

Integrations:

1C: Trade management

Bitrix24 version:

1C-Bitrix24: Corporate portal - 250

VIDEO CASE

CLIENT INFORMATION

The Medi company (Germany) is one of the world leaders in the development and production of medical compression products, orthopedic products and orthopedic insoles.

The Russian division of Medi employs more than 200 people. The main guidelines in the company's work over many decades remain high quality products, innovation and maximum satisfaction of the needs of end consumers and business partners.

The Russian division of Medi follows these traditions, concentrating its energy on the creation and development of a modern service business in Russia. For this purpose, the company contacted us to implement Bitrix24.

WHAT TASKS DID THE COMPANY APPLY TO US?

Set up the integration of Bitrix24 with 1C:UT, implement document flow in a company based on Bitrix24, and set up a CRM system (calls, order processing in the sales department).

WHAT WE'VE ACCOMPLISHED

We deployed the Bitrix24 boxed solution. This version allows you to complete any business task of the client using development.

We completed a development that changed the standard interface of projects in Bitrix24, added the company structure to the project catalog interface.

We set up a non-standard integration of Bitrix24 with 1C: Trade Management with two-way exchange of orders, counterparties and goods. We used our own developed exchange module, which allows for two-way integration of any entities between Bitrix24 and 1C. The exchange is made automatically online.

Implemented business processes:

  • Negotiation of contracts
  • Register of incoming correspondence
  • Register of outgoing correspondence
  • Coordination of service notes
  • Coordination of business trips

We uploaded the necessary data from 1C and Excel files to Bitrix24. For the work of sales managers, sales funnels, contact and company cards were configured.

We developed the “Mail Control” report to see whether managers have time to respond to mail within 30 minutes.

We modified the standard call card so that employees could enter additional information into it, as well as assign a task to another employee right during the call.

WORKING WITH THE SOLUTION. RESULTS ACHIEVED

Thanks to the implementation of Bitrix24, it has become convenient to track the volume of tasks performed, as well as the volume of requests coming from other departments and divisions. This made it possible to automate the company's processes. Managers and executives see the whole history of clients, meetings, calls, letters, negotiations. You can listen to what the conversation is about and how it goes. Without managing all these processes, the success of a modern company is not possible. The document flow process has been streamlined. You no longer need to go to other departments and track everything. Now this is taken into account in the form of tasks. Bitrix24 allows you to implement an important function - saving history and managing relationships with customers. We continue to work with the customer in support mode, constantly improving the processes on the portal.

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