This business case is for those who sell cars by the auctions.
The clients request:
At the time of application the client didn't use any IS. All the data was either in excel tables or managers guided their clients on paper. All the applications from the company's website were sent to email.
So we had the following tasks:
All the applications from different sources should be sent to one place and distributed evenly among managers
Documents (contracts, checks) should be created automatically
The clients' base should be managed
Managers' calls should be displayed in CRM
The funnel should be automated
The findings we had:
The organizational structure is set up
Access rights are set up
Leads, deals and contacts cards are set up
Leads funnel (notifications, tasks, reminders) is set up and automated
Deals funnel (notifications, tasks, reminders) is set up and automated
Forms for the website and integration with the phone, mail and social networks are set up
All the sources are connected in Bitrix24 (calls, e-letters, Instagram*, Facebook*, VKontakte, chat on the website, CRM forms on the website)
The document (contracts, checks) templates are created
Sources report is set up
The result
The clients' applications stopped being lost, the work with clients became more comfortable and faster. The number of clients at each stage is clear now. Automatic notifications and tasks help guide clients through the funnel. Document templates allow to create contracts and checks fast and without mistakes and send them to clients in one click. Analytical reports allow to see which channels are in the greatest demand and what's worth being paid attention to.
The conclusion
The work in Bitrix24 allows to track all the sources and ways to connect to clients, to handle incoming appeals quickly. The managers clearly understand how many clients they guide and which stage they are on. Automatic document creation saves much time which was spent on manual work.
*Facebook/Instagram — проект Meta Platforms Inc., деятельность которой в России запрещена *Facebook/Instagram is a Meta Platforms Inc. project banned in Russia