sOW PREPAraTION
Need changes, but have no time for preparing a SoW? Need a close consultation and studying of your processes.
As a result, you get a ready and structured statement of work.
corporate portal implementation and support, CRM integration
BITRIX24
A CRM system allows managers to control the work of the whole company work and every individual employee.
SETUP
Creation of the company structure with departments
User right restriction under any scenario
Any manuals for your original business
Database migration from your previous system (excel, zoho, amo notebook, etc.)
Customized base segmentation
Setup of e-mail, letter template, sales promotion (e-mailing or bulk SMS), etc.
SUPPORT
On-call, zoom consultations
Remote video call consultations
Staff training
Individual work demonstration, training, and setup for each employee
Connection of corporate e-mails to CRM (zakaz@company.com)
Automatic synchronization of all contacts between Bitrix24 CRM and your smartphone
FEATURES
Customer/supplier and staff database in one location
Task setting and control. Time count for each task
Automation of communication with customers (telephony, e-mail, mailouts)
Messengers (whatsapp, viber, telegram) and facebook chat in one window!
Tenfold more time for searching and processing information
GUARANTEES
Regular interface, tool, function updates (twice a year)
Store your information on any server in Germany, the USA or Russia
Simple integration of 1С accountancy with Bitrix24 CRM!
Experience of a 1С company - industry leader in programming, accountancy programs and Web development
All information in your smartphone with the Bitrix24 mobile version!
BASIC STAGES
LIST OF SERVICES INCLUDED INTO THE CRM SYSTEM IMPLEMENTATION
general settings
- Invitation of employees, execution of the company structure
- Optimization of the lead profiles, contacts, company, transactions and setting up the filters by them
- Setup of lead stages, transactions and user rights
- Manual adding and changing.
DATABASE + processing incoming requests.
- Database migration and segmentation
- Connection of e-mails, chat widget, callback, and contact form
- Setup of reports, letter templates, mailouts and other sales promotions
- CRM system work demonstration and training.
TELEPHONY=SIP NUMBER+VIRTUAL BPX
- Connection and setup of virtual BPX and virtual phone number(s) for incoming/outgoing calls, SMS and bulk SMS
- Record of all calls and routing setup (call distribution and forwarding)
- Instant identification of the caller by the phone number from the customer base.
SUPPORT
- Explanation of issues and scenarios of the CRM system work
- Consultations for all users of your CRM system
- Correction of the work scenarios and help with the setup
- Consultations by phone and via ТеаmViеwеr.
Additional works and setup
- AUTOMATION (robots and triggers)
- BUSINESS PROCESSES
- Document TEMPLATES (bill, contract, certificate, quotation, etc.)
- DATABASE migration
- Contact FORMS for websites and mailouts
- INTEGRATIONS with external software (payment systems, accountancy, banking, etc.)
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