CLIENT INFORMATION

Metallic and Co. is a manufacturing plant of stainless steel products: roofing, gutters, chimneys, etc.

THE NEED FOR IMPLEMENTING BITRIX24. WHAT PROBLEMS DID THE CLIENT COME WITH?

The following tasks were set:

• Implementation of a CRM system, automation of all actions related to communication with the company’s clients and control of the work of sales managers.

• Setting up a funnel for wholesale and retail sales departments

• Integration with 1C:Enterprise 8.2

IMPLEMENTATION PROCESS, PROJECT FEATURES

Full cycle 1C-Bitrix24 implementation project.

We analyzed the company's business processes:

• audit of external systems for integration with Bitrix24;

• deployed a 1C-Bitrix24 box for 50 users;

• integrated communication channels (Mail, Facebook, Instagram);

• integration with websites, transfer of applications from website forms and baskets to leads and deals;

• set up the lead processing process, contact and company cards, transaction processing process;

• made integration with 1C:Enterprise

Set up business processes

• calculation of the LTV block - triggered on successfully completed transactions, calculates and records in the company card associated with this transaction the following indicators: the total amount of transactions of this company, the average bill, the number of transactions, the purchase period, the dates of the first and last sale;

• checking the admissibility of changing the person in charge - triggered when creating/changing transactions; a similar process is also built on leads. He controls the fulfillment of the conditions for working with entities;

• processing leads from sites - so that leads from certain sources and certain forms of sites immediately fall into retail or wholesale transactions;

• create an order in 1C - launched manually from the transaction card, when the manager decides to create an order in 1C based on the transaction;

• link a deal to a 1C order - is launched manually on a deal when it is necessary to link a deal to an existing order in 1C, while filling out the field with the order number in the card.

Completed development

• limiting the change of person in charge;

• limiting the number of transactions per manager;

• automatic number format correction.

WORKING WITH THE SOLUTION. RESULTS ACHIEVED

We have developed custom integration of Bitrix24 with 1C via REST API, which allows:

• Create orders in 1C from a Bitrix24 transaction;

• Manual linking with an existing 1C order;

• Synchronize statuses.

We created a unified client database for all departments with automatic recording of leads (clients) and communication history (contacts, needs, comments, tasks, telephone conversations) with access control.

We organized the work of sales departments with leads, set up sales funnels in different directions and stages of transactions.

BENEFITS FROM IMPLEMENTATION

Leads from certain sources and website forms immediately fall into retail or wholesale transactions. The speed and quality of transferring leads between departments/sales managers, as well as control over their processing and the implementation of assigned tasks for them, have significantly decreased. The LTV block is triggered on successfully completed transactions, calculates and records the total amount of all successful transactions for the company, as well as other indicators.