The LLC MZP company is engaged in production and sale of rolled metal products. The main office and production facilities are located in Mytishchi.
TASKS WITH WHICH THE CLIENT CAME WITH
At the time of contacting us, managers worked in amoCRM. The amoCRM functionality was not enough for full-fledged work, so we decided to switch to Bitrix24. The purpose of the implementation was to optimize the work of 4 departments: sales department, marketing department, supply department, management department.
IMPLEMENTATION PROCESS, PROJECT FEATURES
We analyzed the company's business processes and deployed a 1C-Bitrix24 box for 50 users.
At the initial stage, we set up CRM, connected WhatsApp, Facebook, Telegram, Viber communication channels, integrated with Mango mail and telephony.
Transferred about 60,000 transactions from amoCRM to Bitrix24. The customer asked to transfer not only static data, but also the history of comments and tasks from amoCRM to Bitrix24 in relation to deals.
End-to-end analytics was set up for the work of the marketing department. Roistat was used as a platform.
We have integrated 4 client sites through Roistat with Bitrix24 and connected call tracking to track advertising sources from calls.
A sales funnel was set up for the sales department. The existing funnel from amoCRM was taken as a basis. And complemented by robots and business processes.
Conducted full-time training for different roles, revealing the main topics for working in Bitrix24:
- Desktop and mobile applications
- Groups and projects
- Working with leads
- Lead to deal conversion
- Working with a deal
- Section "My cases" and the system of the next action on the transaction
WORKING WITH THE SOLUTION. RESULTS ACHIEVED
Managers successfully process leads from all communication channels, eliminating the loss of leads.
After the completion of the "Sale" transaction, a chain of letters configured according to the branched logic is automatically sent to the client with a specified period of time:
- Gratitude, quality survey request for feedback - immediately after the transaction.
- Photo request - send in a week and a month.
- Reminder of new products - in a few months.
Thanks to end-to-end analytics, the marketing department evaluates the effectiveness of advertising sources
Work has become more controlled and transparent.
ADVANTAGES FROM IMPLEMENTATION
Increased customer processing conversion and LTV. The workload and errors of managers have decreased due to the automation of routine tasks.