CRM Genesis

The company “Tvoe Kolo” addressed the problem of restrictions of the CRM-system of Bitrix24. Restrictions did’t meet the needs for managing the client base, automating processes and maintaining information about land plots. The solution was to switch to the Creatio CRM system to improve performance and optimization.Made:1. Process analysis, requirements defined.2. An implementation plan has been developed, the distribution of tasks.3. Configured users, corporate symbols, access.4. Configured Leads, Sales, Purchasing, and so on.5. Data transferred, verified.6. Conducted testing, training of employees.7. Support and optimization provided.Added functionality, implemented site management, transactions, calculations, etc.Result:The introduction of CRM Creatio has improved sales, purchasing, and customer relations. The client’s office on the site and integration with CRM provided convenient cooperation. Data is stored centrally, reports and analytics help in decision-making.

What did deal with?Received a request from the client to implement a new CRM system and optimize of their business processes. The client expressed a desire to transition from using the Bitrix24 CRM platform to a new system that would better meet their needs and contribute to increased work efficiency.During the process of discussing requirements and client needs, I revealed they wish to configure computer software that will be integrated with their website. This allows automating a range of processes, simplifying customer interactions, and enhancing overall communication.Made:1️. CRM system: a detailed analysis of customer needs revealed the need for system configuration. Business specifics were taken into account, fields, parameters, and processes of working with clients were configured.2️. Integration with the site: our experts ensured the constant exchange of data between CRM and the client’s site, providing up-to-date information about customers and their activities.3️. Automated Class Business Process: the automated business process implemented corresponds with the CRM function. The client effectively manages the schedule, registers participants, and monitors progress in real-time.4️. Connecting social networks: the client and their audience were able to easily communicate thanks to the integration of CRM with social networks. This allowed them to quickly answer questions and improve the quality of service.Have implementedCRM CreatioResultAfter implementing Creatio, the customer noticed an improvement in the process. Customized software saves time and resources, minimizes errors and improves communication with customers. Automated class planning has improved participant management efficiency.Integration into social networks has added customers, improved support and created a positive impression of the brand. As a result, the client strengthened its position in the market, increased efficiency and improved interaction with customers.

With what addressedThe client expressed a desire to implement a customer interaction management system (CRM) to organize the work of the franchise department.Made:1. basic Creatio configuration2. section settings: Leads, Counterparties, Sales, Contacts3. installing Kanban module4. creating and filling directories, configuring columns5. setting up franchising business processes6. configuring letter templates7. mail connection, Telegram8. integration with the site9. technical supportWhat system was implemented:Creatio What happened after the implementation:The client received a significant set of improvements and positive changes in their activities to launch franchises. The introduction of the basic configuration of the portal made it possible to conveniently and efficiently organize the workflow, provide better access to the necessary data and improve the management of access rights.Optimization of key sections, such as “Leads,” “Counterparties,” “Sales” and “Contacts,” contributed to improved data processing, increased accuracy and speed of interaction with new and existing customers. The Kanban application allowed visualization of work flows and better control of tasks, which contributed to increased productivity and avoidance of delays.Setting up business processes made it possible to automate and standardize routine actions, ensuring a smoother and more systematic course of work. Customization of letter templates allowed to standardize the way of communication with customers and partners. Connecting Telegram and integrating with the site contributed to improving the way people communicate and interact with different audiences. All these improvements have contributed to increased work efficiency, improved communication and better data management.

With what addressed:The client requested the introduction of a new CRM system specially configured for his business needs and the replacement of CRM Bіtrіks24. The main goals were to optimize business processes, improve communication, expand functionality and optimize team interaction.Made:1. Basic Creatio Configuration2. Set up and transfer business processes with subtasks3. Optimization of the company structure4. Development and integration of Telegram-bot for employees in restaurants with the ability to write daily reports and contact support5. Setting up the ability to add photos/videos to reports via chatbot6. Implementing the process of creating a new menu7. Configuring dashboards and reports8. Providing technical supportImplemented system:Creatio Result:As a result of the introduction of the new system, the client noticed a significant increase in productivity due to automation and optimization of work processes, as well as convenience in communication and expanded capabilities for analysis and control. Additional functionality and the developed bot added tools to optimize all areas of the company’s activities.