In mid-2022, the STAN group of companies, one of the largest Russian manufacturers of How to implement a CRM system in promotional textiles under its own trademarks, approached our IPG agency. The company has been operating in the textile. the company opened a new direction for applying corporate symbols to the entire range of products.
Currently, STAN has two modern logistics centers (in Moscow. And Yekaterinburg) with a total area of 3,500 sq. m., products are manufactur by.Leading factories in China, Uzbekistan and. Russia, and sales to customers are made.Through a partner network in Kazakhstan, Russia and Belarus.
In Yekaterinburg, there is a production of print. Clothing (about 15 technologies for applying.Images to india telegram data textiles are and a workshop for. Sewing T-shirts. The company’s own production base allows it to fulfill orders in a short time and. Replenish the warehouse on time. STAN’s inventory consists. companies itself is one of the three leaders in the Russian textile market.
Back in 2019, the previous contractor implement a corporate portal bas on Bitrix24 (cloud version for 100 users) in the company. At that time, standard business processes. . In 2022, there was a need to refine the CRM system and fine-tune Bitrix24 to suit the company’s needs.
Logical connections between. Production site) were not.
Establish Employees work where they were accustom to — there were essentially no common communication channels. And in e-mail, where the main exchange of documents took place, it was difficult to structure and search for information. It was difficult to find the person responsible and track who was waiting for approval and from whom. There was no single history of interaction with the client retargeting: what it is and how to use it to increase sales
Managers did not see the point in entering data into Bitrix, considering it “work for the sake of work”.
Worse, in this chaos the company was losing orders (=money).
Daria Markovskaya, Head of Marketing Department, STAN:
“How does the souvenir market work? Agencies. An advertising agency receives an order, say, for a uniform from client X. Similar goods are available from several competitors. On the websites of companies. STAN, B and C. And begins negotiations with the client about offers, without disclosing the names of the companies.In favor of, say, company B, the. Remaining reserves are remov.As unnecessary.
So, our orders came to 1C, were put on reserve there, and then removed, – without giving reasons.orders were “lost”. Even taking into account the specifics of the market, this is a lot. And we needed to How to implement a CRM system in understand what was happening with the order at all stages.”
What needed to be chang
- Eliminate all order processing activities outside of Bitrix24;
- Link sales and production into one system;
- Streamline work with incoming orders within the company;
- Define the stages of order processing: everyone should understand whose step it is;
- Set up interaction with partners in CRM;
- Improve communications between departments;
- Combine all communications on orders into one window;
- Monitor the work of employees.
. Business processes, and make them transparent and understandable to everyone.
Automation at stages. All moves are record
We start with an audit of business processes. In the sales department and in production, found out how they taiwan data work, where the weak link is. We built a step-by-step scheme for transferring orders to print. We analyz he existing integration of CRM with 1C for transferring.Data on orders (there were.
Based on the analysis results , we built mental maps in which we connect the current processes in the company with the capabilities of Bitrix24 , propos the optimal logic of work and the necessary automation.
Order stage) would be.
What we set up in the client’s CRM:
- fields for contacts, companies and deals,
- five deal funnels,
- individual stages of transactions and automation of setting tasks and assignments to How to implement a CRM system in employees,
- roles and access rights to system sections for employees.
We identifi several key areas of. Work with transactions and set up their automation.
Includes several stages (sending an invoice, payment control, order successfully complet etc.) and automation at them.
Application processing direction
