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Automation of task setting for shipment of goods for B2B company

Business process automation

Automation of goods shipment processes for a supplier of children’s goods in the B2B market using Bitrix24 CRM system.

Automation of task setting for shipment of goods for B2B company

Automation of goods shipment processes for a supplier of children’s goods in the B2B market using Bitrix24 CRM system.

+40%
Increased speed of goods shipment
-30%
Reduced time for order processing
+50%
Improved accuracy in meeting shipment deadlines

Details

Region:
Ukraine
Status:
Completed
Project Duration:
1 months

Project Goals:

  • To set up automatic tasking to dispatch items for the warehouse.
  • Automate the process of payment verification and confirmation.
  • Calculate the optimal timeframes for shipment of goods.

Expert comment

Lead project integrator
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"Automating these processes has significantly reduced the time from order confirmation to shipment, minimized errors and improved the overall efficiency of the sales team and warehouse."

Work progress

Step 1

Setting up business processes in CRM: Creating automated templates for the work of sales managers, financiers and warehouse workers.

Step 2

Deal Stage Integration: Sales managers put deals in the "shipping" stage, after which the system automatically notifies financiers to verify payment.

Step 3

Automatic generation of tasks: After payment confirmation, the system creates a task for the warehouse with the deadline for shipping the goods.

Result

Optimized speed of order processing and preparation for shipment. Improved interaction between departments through clear task sequencing. Control over order fulfillment is simplified by automating processes.

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