CLIENT INFORMATION

The Termodom holding carries out complex projects for the construction of houses and the sale of apartments, fully creating the infrastructure of the microdistrict (kindergartens, schools, sports and entertainment complexes). A separate area of activity is the provision of a service for the exchange of residential real estate.

The company employs more than 3,000 people.

WHAT TASKS THE CLIENT COME WITH

There was no single program in which employees and managers could:

• collect leads;

• to maintain a base;

• automate work with clients from the first contact to the conclusion of an agreement in CRM.

• keep reporting.

Sales were organized through the feedback form on the site, by phone and office visits.

IMPLEMENTATION PROCESS, PROJECT FEATURES

We conducted a pre-project survey, analysis of the company's business processes and drew up a Bitrix24 implementation plan.

We deployed a test Corporate Portal and connected the portals to the Gitlab version control system.

We connected MANGO OFFICE telephony to organize a contact center.

Completed Bitrix24 integration with websites.

We connected forms and online chat to CRM sites.

Set up work with Viber, VKontakte, Facebook, Instagram, mail and telephony Megafon.

Set up lead and contact cards. Distributed roles in CRM (manager + manager) and access rights.

Added several areas of transactions, universal lists, reports.

Set up business processes

in lidach:

• lead notifications;

• indication of the source of information.

on deals:

• control of filling in data on the client;

• processing transactions "General", "Exchange service", "Transfer of real estate";

• control of transaction processing time;

• creating a new transaction in the real estate transfer department.

on generic lists:

• display register;

• register of outgoing mail;

• apartment inspection report.

Conducted training for company employees on working with leads, contacts, deals and the corporate portal.

Implemented a development that sends a notification to the manager about a call to the client at a certain time if the client does not pick up the phone.

WORKING WITH THE SOLUTION. RESULTS ACHIEVED

Employees work daily in Bitrix24.

CRM processes lead requests coming from forms on the site and by phone. They are wound up manually if they communicated at a live meeting.

Conducting transactions with existing clients.

Integration with sites allows you to work on the portal in a single window mode and keep track of all the details of transactions.

ADVANTAGES FROM IMPLEMENTATION

Thanks to the implementation of Bitrix24, it was possible to build high-quality customer support from the first contact to the conclusion of an agreement in CRM. Set up business processes for managing sales and customer relationships. Optimize the work of sales managers. Organize the work of the corporate portal.

Evaluate the state of sales in real time, get analytical reporting for making management decisions.