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Bitrix24 for the sales department of a solar power plant construction company

Our client, SolarBuild360, builds and maintains solar power plants across Ukraine. The company was founded in 2018 and has gained a good reputation over the years. The number of installation requests is constantly growing, and to enable the sales department to process them more efficiently, the company’s management decided to integrate Bitrix24.

Bitrix24 for the sales department of a solar power plant construction company

Our client, SolarBuild360, builds and maintains solar power plants across Ukraine. The company was founded in 2018 and has gained a good reputation over the years. The number of installation requests is constantly growing, and to enable the sales department to process them more efficiently, the company’s management decided to integrate Bitrix24.

+50%
Speeding up the processing of applications
+60%
Increased transparency of processes
-40%
Reduction of time for processing requests from the marketplace

Details

Region:
Ukraine
Status:
Completed
Project Duration:
4 months

The project is aimed at improving the work of the company’s sales department by systematizing request management processes and automating routine operations. The main objectives include:

  1. Integration of Bitrix24 with major marketplaces to automatically collect and centralize all requests in one system.
  2. Automating the distribution of requests between managers based on established rules to ensure fast and efficient processing of each request.
  3. Creating unified templates for processing requests to standardize the work of employees and improve the quality of customer service.
  4. Developing and implementing automatic notifications and reminders for managers to minimize delays and omissions in working with clients.
  5. Increasing transparency and controllability of processes in the sales department by customizing reporting and analytics on key performance indicators.

Expert comment

Lead project integrator
quote-icon

"The Bitrix24 integration has allowed us to significantly improve the coordination and efficiency of our sales team, speed up the processing of requests and make processes more transparent."

Work progress

Step 1

Customization of work with requests: We connected all channels of communication with clients to Open Lines in order to collect all requests from potential clients in Bitrix24. A manager can respond to messages and create new deals based on requests without leaving the CRM. We connected Telegram, Viber, Facebook and Instagram. Added a CRM form to the website with a feedback widget.

Step 2

Process automation: We set up sales funnels and automated transitions between stages using triggers and robots. We also automated the work with the "Repair" and "Warranty Service" funnels. Set up a tunnel from the Installation funnel to the Warranty Service funnel to track the warranty expiration date.

Step 3

Integration with marketplace: We set up a separate sales funnel to work with buyers from Prom.ua. Automated the funnel with minimal robotization, so that orders automatically moved to the appropriate stages. We used a special application to transfer orders from Prom to Bitrix24, transferring all the necessary information about the order.

Result

Accelerated request processing: Request processing time was reduced by 50% due to automation and data centralization. Increased process transparency: Process transparency increased by 60% due to centralized storage and tracking of all data in Bitrix24. Reduced time for processing requests from the marketplace: The time for processing requests from the marketplace was reduced by 40% due to automation and integration with Prom.ua.

Key results

+50%
Speeding up the processing of applications
+60%
Increased transparency of processes
-40%
Reduction of time for processing requests from the marketplace

Bitrix24 integration for SolarBuild360 has significantly improved the work of the sales department, accelerated the processing of requests and made the processes more transparent. The client received an automated process for working with requests, the ability to control processes at every stage and reduced time spent on routine tasks.

Do you have any questions?

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