In 2006 to provide services in the field of registration and protection of israel telegram data intellectual property. The Implementation of Bitrix24company is locat. in the city of Yekaterinburg, cooperates with patent attorneys of China, European countries, Ukraine, Kazakhstan, Belarus, Uzbekistan, Moldova, the USA and other countries, which allows to simplify and speed up the process of international Implementation of Bitrix24 in the registration. Today the team of “Z&G.Patent” is more than 10 professionals in their field.
Task
The company management contacted IPG on the recommendation, they already had Bitrix24 configured independently, but the result of the independent CRM setup did not satisfy the management at all, as it did not provide much information on the movement of transactions.
Audit
At the first stage, it was decid. To conduct an audit of business processes, which show. The need to divide the configur.Sales funnel into 7 transaction areas depending on the type of services, since the processes for each area were very different. Based on the audit results, mental maps were present.Which propos. A new logic for working in CRM and automation for it.
Process
After agreeing on the mental maps, we moved on to implementation, the first stage of which was setting up the CRM according to the mental maps.
which made it possible to intelligently segment transactions by service name and conduct them according to specifics. how to phttps://twlists.com/romote your professional expertise on tiktok?
After setting up the CRM, we built a company structure, thanks to which, among other things, the manager was able to track the efficiency of task performance not only by specific employees, but also by entire departments.
Having completed the basic settings, we moved on to the automation settings, in which we configured automatic notifications for Implementation of Bitrix24employees depending on the specific stage of a specific transaction direction,
and also automatically set tasks that need.To be complet at the most important stages of the transaction in compliance with the regulat. Deadlines, which helped to comply with all agreements with the client exactly on time.
After setting up the robots and. Business processes, we configur.Open lines and wrote a specification for integrating feedback forms on. The website with Bitrix24, which allowed us not to lose. Potential clients, since leads are automatically creat. Based on all requests
At the end of the implementation for the company
“Z&G.Patent”, a unique regulation of. Interaction with CRM was written. Most suitable for telegram data the company’s employees, and an in-person master class was held, which was record. On video, and the video recording was subsequently.Transferr. The customer for further use.
