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.
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.
The goal of the project is to track the conversion rate of promotions and uniquely identify the customer for each promotion in order to measure the effectiveness of promotions. Conversion is the ratio of users who received a promotional offer to those who made a purchase.
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 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
