The company’s engineers carry out design and survey work for clients: they prepare design and south africa telegram data working documentation, calculate estimates, while working according to their philosophy of relationships with customers – “Transparent design”.
At first, the managers worked in “Bitrix24”, then moved to amoCRM. Now 9 people work in the system, and in total the company has 40 full-time employees. Dorians’ clients are B2B, they contact the company through the feedback form on the website.
Setting up fields for qualifying clients in amoCRM
The final cost of calculating the estimate for a project depends on many parameters: type of terrain, area of the site, number of buildings, need for electricity, water supply, gas supply and many others.
Taking these parameters into account, bas on complex calculation algorithms that the company has, it is possible to automatically calculate intermediate parameters and the final price. But since the automatic calculation system was not configur managers calculat everything manually. The process took up 50% of the working time.
We correct this situation and configur special additional fields in amoCRM. Now, when calculating the total amount, the manager can see the cost of intermediate parameters and quickly qualify the object. how to find competitor backlinks
The manager selects the necessary parameters from the list field according to the design and working documentation. The system “sees” which fields are fill in and makes a calculation bas on them.
In order for the fields to be display n the deal card as a neat list without clutter, we us our free widget “ Field Grouping ”. In this case, several fields are group into one, the content opens with one click, without taking up much space.
Thanks to the addition of additional fields, the intermediate calculation of the cost estimate is 10 times Automatic generation of complex Automatic generation of complex faster. Qualifying a client and sending a commercial offer for review is now a simple task even for new employees.
Automatic calculation of estimates in amoCRM
As we wrote above, previously all calculations for estimates for clients were prepar manually by managers. Taking into account individual customer projects, this took 2-3 hours. The process was multitasking and long, and it was also decid to automate it.
The calculation process was automat using the widget “ Field calculator in amoCRM ”.
The setup process was not easy: in one estimate it was necessary to take into thailand data account and calculate the cost of work – power supply of the building, water supply, sewerage, gas removal, heating and ventilation, etc.
This problem was solv by adding special reference books and formulas to the widget.
We have set up templates for commercial proposals: the necessary figures are inserted into the document automatically.Now managers generate a commercial proposal by pressing one button: the finish cost of the estimate is inserted into the document, which can be downloaded in PDF format.
The generat proposal looks like a modular page in PDF format on several pages. It displays a table with detail cost of work and deadlines. The manager downloads the finish document and sends it to the client by mail for approval.
