CRM for medical laboratory
By CRM Genesis
Client
Services
Project Description
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 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.
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CRM for a studio teaching children gymnastics
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