KeepinCRM Audit — the key to enhancing the efficiency of your CRM system and team operations. It helps identify hidden issues and optimize processes so that the business runs smoothly.
The audit reveals which CRM features are underutilized or neglected, allowing for the reduction of unnecessary expenses and the efficient allocation of resources.
Additionally, conducting the audit uncovers bottlenecks in current workflows and fosters smoother interactions with clients, increasing their loyalty and conversion rates. Ultimately, the audit will not only improve the current functionality of the CRM but also provide insights for future business development, making the company more competitive.
KeepinCRM Audit: A Step Toward Optimizing Business Processes and Increasing Profits. Our team of experts will conduct a thorough analysis of your CRM system’s settings and processes, identifying inefficiencies and providing specific steps to address them. As a result of the audit, you will receive a clear action plan that will enhance customer interactions, boost revenues, and elevate your team’s professionalism.
Our specialist accesses your CRM system and assesses its management — what functionalities are being used and whether employees are adhering to the main rules of CRM management. A report is generated highlighting growth areas within your organization, along with a list of practical recommendations for your company.
Identifying Profit Losses: We will determine where exactly the company is losing money and suggest effective methods to engage current clients and win back those who have left.
Improving Team Efficiency: Setting up a CRM will help eliminate manager errors and implement quality control, transforming your team into true professionals who strictly adhere to regulations and achieve their business goals.
Business Process Optimization: We will identify the problem areas that reduce the efficiency of your system and develop a plan to address them for maximum automation and improved performance.
The best tools and integrations: We will offer proven solutions for optimizing resource management and increasing the profitability of your business.
Ready Development Plan: You will receive a detailed plan for improvements and a technical specification for immediate implementation, allowing the CRM system to evolve strategically and systematically.
Our company offers a comprehensive audit of the KeepinCRM system to enhance operational efficiency and increase sales. Here’s what we do:
Analysis of settings and functionality: Identifying weaknesses and optimizing the use of the CRM.
Infrastructure Overview: We examine how KeepinCRM is integrated with other tools and identify any redundant modules.
Setting up business processes: We propose changes for smoother operations and task automation, which enhances team productivity.
Data Security Audit: We ensure data protection and provide recommendations for improving the security system.
“Chernobyl Global” is an international travel agency actively working with tourists from different countries and using several communication channels. The project is aimed at automating the processes of receiving and processing requests through different channels.
The company “Zima-Leto”, an international tour operator with bus lines and unique routes, faced the need to organize and automate the processes of working with Ukrainian travel agents for domestic tours in Ukraine.
A small hotel in Odessa region with 10 rooms, swimming pool, restaurant and SPA complex decided to improve the level of service and speed up the processing of reservation requests by integrating Bitrix24 to manage interactions with customers through various communication channels and automate reservations.
Development of an adapted Bitrix24 mobile application for a Ukrainian dealer network engaged in regional sales.
Development of an automated system for collecting customer feedback and controlling the quality of services in a construction supermarket operating in the B2B market.
Integration of Bitrix24 system with 1C program to manage sales of building materials in B2B sector. The project is aimed at centralizing data and improving control over operations.
Automation of goods shipment processes for a supplier of children’s goods in the B2B market using Bitrix24 CRM system.
Integration of online store site with CRM-system Bitrix24 for order management and automation of the process of sending goods via Novaya Pochta.
Implementation of a system of automatic control of overdue payments for Emea trading wholesale company, using Bitrix24 integration with 1C to improve efficiency of work with client base and increase control over accounts receivable.
We invite you to familiarize yourself with the terms of cooperation that will help optimize your process of attracting and handling contacts. Please fill out the form, and our manager will get in touch with you to discuss all the details and answer any questions you may have. Don’t miss the chance to make your business even more efficient and customer-focused.
Interested? Write to us today and start your journey toward improving customer interactions with the KeepinCRM audit. Together, we will achieve maximum results!
info@d4crm.com
info@d4crm.com
+ 38 (063) 020 39 35
+ 4 (857) 356 99 65
Bulgaria, Burgas, ap.complex “Perla” 7, fl.7, ap.15
Ukraine, Odessa, 5 Greek Street
