WHAT DOES THE CRM START SERVICE INCLUDE?
Acquire customers from email, social networks, phone, and other communication channels
Organize employee interactions with your company's clients
Control the quality of activities and analyze sales reports
BITRIX24: CRM Start includes:
| OWNER OR MANAGER TRAINING | Lessons with a specialist | |
| PRE-PROJECT ANALYSIS | Meetings with a specialist | |
| CRM CONFIGURATION (NO AUTOMATION) | Configuration of pipelines, fields, permissions | |
| CONTACT CENTER CONFIGURATION | Telephony + communication channels | |
| GROUP EMPLOYEE TRAINING | Lessons for employees | |
| POST-PROJECT CONSULTATIONS | Throughout the year |
Owner or Manager Training
Corporate Portal + Task Manager
Introduction to the Bitrix24 ecosystem. Demonstration of capabilities and functionalities. Task Manager training for organizing project collaboration to complete tasks accurately and on time. The Task Manager helps the manager distribute workload competently, create a work plan, and monitor work at every stage.
Project Management + Personal and Company Calendar
Training in project management in Bitrix24 - used to achieve specific goals of individual projects. Training in using the event calendar in Bitrix24 - a tool for planning tasks and events.
CRM + COMPANIES + CONTACT DATABASE
Training in handling lead and sales pipelines in Bitrix24 CRM. Training in using the Bitrix24 client database - information about clients: contacts, personal data, call history, connections, and much more.
Rules + Triggers + Reports
Demonstration of additional configuration possibilities for robots and triggers to make the most of Bitrix24 CRM. Training in generating and tracking reports in Bitrix24. Demonstration of possibilities and training in using business processes to simulate operational, support, and management processes.
Centrum Kontaktowe
Training in using the contact center, which integrates communication channels with clients in CRM: Phone, Email, website chat, Viber, Telegram, WhatsApp, and others.
CRM Configuration (No Automation):
Basic Portal Configuration
Configuring Fields: Lead, Contact, Company, Deal
Configuring the "Leads" Pipeline
Configuring the "First Sale" Pipeline
Configuring Roles and Access Rights in CRM
CONTACT CENTER CONFIGURATION:
Connecting Zadarma Cloud Telephony
Email Integration
Configuring OPEN LINES: WhatsApp, Viber, Telegram, Facebook Messenger
Configuring SMS Gateway
Configuring Roles and Permissions in the Contact Center
GROUP TRAINING FOR EMPLOYEES (UP TO 5 PEOPLE)
✓ Lesson 1: Corporate Portal, Task Manager
✓ Lesson 2: Project Management, Personal and Company Calendar
✓ Lesson 3: CRM, Contact and Contractor Database
✓ Lesson 4: Triggers and Robots. Reports
✓ Lesson 5: Contact Center
CONSULTATIONS AFTER PROJECT START:
We Lead a Working Group with the Sales Team
We organize a special working group where managers can get answers to their questions and receive help with technical issues.
We Verify CRM Accuracy According to the Approved Model
We check all settings and ensure the correct operation of the CRM.
We Analyze CRM Work Errors and Answer Questions
We are always in touch with you! For any questions regarding Bitrix24, you can always count on our support.
We Advise Employees Who Have Undergone Our Training
We are always happy to help your employees and resend instructions on using Bitrix24 tools.
We Analyze Standard Bitrix24 Reports and Update Company Reporting
We will help you learn to use sales reports in your work (Won Deals; Deals by Contacts; Deals by Companies; Deals by Sales Representatives; Expected Sales; Overdue Deals; Deals by Stage; Product Sales; Manager Activities).
HOW DOES IT WORK?
Leave an Order
- Leave a request on the website or contact us in any way.
- We will schedule a consultation meeting with you and discuss all the details.
Configure the Portal
- After signing the contract, we proceed to configure the portal according to the points described above.
Support You
- After delivering the personalized CRM and training your employees, we remain in constant contact!
WHO IS THIS SOLUTION FOR?
You have Bitrix24 and/or don't know how to start working with it
You tried to configure the CRM yourself, but it didn't work
You want to start selling more with CRM as quickly as possible
You don't want to waste time on long studies
You want to launch processes quickly
The "Bitrix24: CRM Start" package is specially designed for small and medium-sized businesses. The CRM settings are suitable for most sales departments.
WHAT DO YOU GET WITH "CRM Start"?
Let's talk about how Bitrix24 can help your business
Fill out the form, and our specialists will provide you with professional advice tailored to your company's needs.
.