
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.
The modern Customer Relationship Management (CRM) system is a tool that enhances the interaction between companies and their customers. CRM has been in the market for a long time, and its significance continues to grow. It provides businesses with the convenience of centralized storage for customer information, preferences, and interaction history with the company.
The implementation and setup of KeyCRM include process automation, customer analytics, the ability to personalize interactions with each client, and integration with other business tools.
CRM is a key component of a successful strategy in today’s business environment, providing a competitive advantage and improving the efficiency of the company.
KeyCRM is a powerful customer relationship management (CRM) system that has been on the market for several years. This solution not only simplifies the process of accessing customer data but also offers a range of unique features that have made it the preferred choice for various industries.
Key advantages of KeyCRM:
Data Centralization: Ensures that all customer data is stored in one place, simplifying management and access to information for the entire team.
Sales Funnel Management: The system manages all stages of the sales funnel, from lead generation to deal closure.
Integration with Communication Channels: The CRM integrates with various communication channels, such as social media, messaging apps, and email, ensuring continuous interaction with customers and enhancing their loyalty.
Task Automation: Automating daily tasks and centralizing information allow the team to focus on key objectives, such as increasing sales and improving customer service.
Analytics and Reporting: KeyCRM provides in-depth analytical tools for evaluating the effectiveness of marketing campaigns, sales, and employee performance.
Personalization of Communications: The system allows for the creation of personalized communications based on interaction history, customer preferences, and behavior.
Flexible Integration: KeyCRM easily integrates with various external applications and services.
The implementation of KeyCRM is a key tool for retail and services. In retail, it helps expand the customer base and increase sales. In the services sector, it optimizes service delivery and manages interactions.
The goal of D4CRM is to create a CRM strategy that fully aligns with the unique needs and characteristics of your business. Our approach is based on a deep understanding that every company has its own specificities and objectives, which is why it requires a tailored approach to CRM implementation.
Business Process Audit: We will conduct an analysis of business processes, identify key needs and objectives, which will help optimize them using CRM.
KeyCRM Setup: We customize the CRM to meet individual needs by configuring custom fields, workflows, and other tools to enhance productivity.
Integration with Other Tools: We integrate KeyCRM with accounting systems, email, and other applications for unified access to data and increased work efficiency.
Staff Training: We will train your team to use the CRM, helping them master all the key features and make the most of them in their daily work.
Technical Support: We will provide continuous technical support to address any issues and ensure the smooth operation of the system.
By choosing us for the implementation of KeyCRM for your company, you are acquiring not just a service – you are gaining a reliable partner committed to your success.
Our team has deep expertise in communications and is dedicated to achieving results that exceed expectations. We guarantee a personalized approach to every project, along with prompt and effective support at all stages of our collaboration. Together, we will develop a strategy that highlights the unique characteristics of your brand and helps you stand out in the market.
Explore our case studies on the successful integration and configuration of KeyCRM. See for yourself the effectiveness of our business solutions.
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.
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.
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