Integration of the KeepinCRM system and 1C, BAS significantly improves the company’s business processes. CRM manages customer relationships and automates sales, while 1C, BAS focuses on accounting and resource management. This synergy helps reduce errors, speeds up order processing, and enhances service quality. Automatic data exchange between the systems simplifies logistics and accounting. Additionally, integration improves customer data analysis and aids in marketing planning. As a result, the company can offer personalized services to clients, increasing their satisfaction and contributing to business growth.
Integration of KeepinCRM and 1C, BAS is a tool for automating and optimizing business processes within a company. This solution allows you to significantly improve customer interactions and enhance your team’s efficiency.
Centralized Data Collection: With integration between KeepinCRM and 1C, BAS, all inquiries from your website and email are automatically routed into a single system.
Automation of tasks and responsibilities: The system automatically assigns individuals responsible for processing each request.
Effective Sales Funnel: A sales funnel organizes and streamlines all stages of working with a customer.
Document templates: Using templates for quickly filling in information about transactions and clients reduces the time needed to prepare documents and allows employees to focus on more important tasks.
Standardization of Processes: Standardized initiation of deals and projects according to predefined templates ensures consistency and predictability of processes, which is crucial for large and scalable projects.
Automation of communications: Automated email and SMS notifications keep clients informed about the current status of their requests, enhancing customer service and satisfaction.
We will help consolidate all customer data and financial transactions into a unified system, which will significantly speed up information processing and improve data accuracy.
Our specialists are ready to offer the following services:
Complete audit of current business processes to identify optimal integration points.
Development of a customized integration plan, considering the unique features of your business.
Setting up KeepinCRM with 1C, BAS to ensure the correct operation of all system components.
Training employees on how to use the new system to maximize its effectiveness.
Continuous technical support and consultations to ensure system stability.
Integration of KeepinCRM and 1C, BAS is critically important for businesses as it merges customer management with the accounting of all operations into a single system. KeepinCRM effectively handles sales automation tasks, improving customer interactions, while 1C, BAS manages financial accounting, inventory operations, and bookkeeping. Together, they create a powerful tool for optimizing all business processes, enhancing transparency, and reducing the risk of errors. This integration allows entrepreneurs to gain a comprehensive view of their business, accelerate decision-making, and increase overall company efficiency.
D4CRM is your reliable partner in business automation. We provide cutting-edge CRM solutions tailored to the needs of your enterprise. Our products streamline processes, enhance efficiency, and improve customer interactions.
By choosing D4CRM, you not only get a powerful tool but also a team of experts ready to support you at every stage of implementation and usage.
Our D4CRM cases: The integration of KeepinCRM and 1C, BAS automated accounting and management, reducing order processing time by 40%. Complete data synchronization ensured accuracy and efficiency in business operations.
We were approached by the owner of an online store who needed help in automating business processes, namely setting up and activating the ability to send birthday greetings to the store’s customers. An NDA was signed with the company, so we will omit its name.
Client: a network of psychological diagnostics and cognitive rehabilitation clinics. The center deals with diagnostics and correction of mental and neuropsychological disorders in children and restoration of cognitive functions. Patients are admitted in two clinics and also online. The company has 15 employees (psychologists, administrators).
Vityaz-KB, a large security company engaged in remote control and fire protection, approached us with the task of structuring and automating the interaction of various departments of the company. The company has been on the market for more than 5 years, has an extensive network of branches and interacts with contracted rapid response services. The company has more than 20 employees in the administrative center, which includes several departments.
D4 CRM company is constantly testing Bitrix24 features on itself and uses this CRM for sales and marketing automation. In this case study we will tell you how Bitrix24 helps to work with the contacts of the audience who sign up for our webinars.
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.
We were approached by the owner of a furniture business with showrooms in several cities in Ukraine. Because of the need to clarify many details about goods and delivery with clients, the organization of joint work between warehouses and stores was inefficient. Based on the peculiarities of the client’s work, we began to automate the process: from order acceptance to the delivery stage.
We were approached by a client involved in interior design training. The main source of lead generation for the client was a YouTube channel that often hosts webinars and free courses. The Leeloo.ai platform is used to automate the customer journey through the sales funnel. There was a need to link this channel with Bitrix24 CRM system to automatically collect and store contacts of all warm leads.
We were approached by our regular client, the Robocode online programming school. When the company started to actively expand and hire new employees, the HR department became overloaded due to the lack of systematization of the selection process, a large volume of routine tasks and the lack of a common platform for storing information about candidates. The company decided to automate candidate recruitment and internal HR processes with Bitrix24.
Our client conducts all work with clients in Bitrix24: the system records enquiries from all sales channels, saves contact information about the client into a single database and records the history of communications. Managers can create new bookings directly in Bitrix24, which are displayed in PMS, and vice versa, all requests from PMS turn into deals in Bitrix24. All work with transactions is done in the portal, documents and invoices are automatically generated and sent from Bitrix24.
Want to improve business management and automate processes? Leave your contact details, and our manager will get in touch with you to explain all the benefits and integration possibilities of KeepinCRM and 1C, BAS with D4CRM. We’ll offer the best solutions for your business and answer all your questions. Fill out the form below, and we’ll help you take the next step toward efficient operations!
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info@d4crm.com
info@d4crm.com
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+ 4 (857) 356 99 65
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Ukraine, Odessa, 5 Greek Street
