Implementation of Bitrix24 CRM
We provide a full range of services for the implementation and configuration of the Bitrix24 corporate portal. The service package includes:
- Conducting a pre-project survey and preparing technical specifications;
- Analyzing current business processes and setting tasks
- Deploying and initially configuring the Bitrix24 corporate portal;
- Configuring the CRM module and automating the sales funnel;
- Implementing a task and project management system;
- Configuring and automating document flow;
- Integrating with external services (1C, telephony, email);
- Training system administrators and users;
- Technical support and maintenance after launch.
Konsu is a certified partner of 1C-Bitrix and provides services for the implementation of Bitrix24.
Who can benefit from Bitrix24?
Manufacturing companies
- Coordination of applications and documents between departments
- Monitoring the completion of production tasks
- Order and delivery management
Retail chains and wholesale companies
- Control of large quantities of goods and orders
- Customer base management
- Automation of call center and sales department operations
- Launch of online stores with direct synchronization of balances from 1C
- Automatic updating of prices and product range on the website
IT companies
- Project and task management using Scrum/Kanban
- Resource planning and time tracking
- Transparent processes for clients
Service sector
Medicine, education, consulting
- Customer registration and record keeping
- Specialist schedule management
- Automated reminders and SMS notifications
Design organizations
- Monitoring project stages and deadlines
- Allocating resources between projects
- Collaborating on documentation
Leading positions
Konsu is one of the leading consulting companies in Russia. We have been included in the following ratings of the rating agency Expert RA:
- Top-10 in accounting outsourcing
- Top-10 in payroll outsourcing
- Top-15 in financial consulting
- Top-15 in legal consulting
Work stages
1. Analysis and design
Analysis of current processes (sales, service, communications). Formation of a preliminary plan:
- Which funnels and departments will be connected;
- Which stages and statuses are needed;
- Which data and systems to integrate;
- What automation is required.
Result: Approved Technical Specifications with a list of tasks, deadlines, and measurable results.
2. Basic configuration and development
- Setting up funnels, access rights, business processes
- Connecting and testing integrations (telephony, 1C, website, email, etc.)
- Configuring the interface, deal cards, document templates
- Enabling the necessary modules (tasks, projects, contact center, chat, etc.)
Result: A working prototype of the portal with the main modules configured.
3. Integration and automation
- Verification of all scenarios for correctness
- Correction of possible bugs
- Preparation of the final version of the CRM for launch
Result: Configured data exchange with 1C, telephony, and email. Operational business processes.
4. Launch and support
- Conducting training sessions (online/offline)
- Demonstrating work scenarios
- Answering questions, providing consultations
- Providing instructions and reference materials
- Final check and transfer of access rights
- Consultations during the first days of work
- Post-project technical support
Result: Trained employees, instructions, start of system operation.
5. Support and development
Result: Guaranteed stable operation, assistance in fine-tuning for new tasks.
What tasks does Bitrix24 solve?
- Customer and deal tracking: Your entire customer interaction history in one place.
- Sales funnel automation: Track deals from initial contact to closing.
- Planning and reminders: Automatic call and task reminders for managers.
- Sales analytics: Ready-made reports on conversion, deal profitability, and manager performance.
- Task setting and control: Clear distribution of tasks among performers and deadlines.
- Project visualization: Kanban boards, Gantt charts.
- Time management: Tracking working hours, monitoring deadlines.
- Teamwork: Collaborative work on tasks with discussion and file sharing.
- Centralized storage: A single repository for all company documents.
- Document approval: Set up approval routes for contracts and internal documents.
- Collaboration: Edit documents online with multiple employees.
- Quick search: Search documents and files with filters.
- Corporate messenger: Quick messaging, chat and channel creation.
- Video conferencing: Hold online meetings and webinars directly in the system.
- Corporate social network: News feeds, blogs, employee surveys.
- Shared calendar: Joint planning of meetings and events.
- Ticket handling: A unified system for tracking tickets from various channels (phone, email, chat).
- Knowledge base: Creation of a database of frequently asked questions and solutions for customers and employees.
- Multichannel: Integration of phone, email, online chat, and messengers.
- Time tracking: Tracking working hours, vacation schedules, and sick leave.
- Online booking: System for booking clients for services and employees.
- Performance evaluation: Setting up KPIs and incentive systems for employees.
- Creation of online stores: Ready-made solutions for launching online sales with a personal buyer account.
- Synchronization with 1C: Two-way data exchange with 1C:Enterprise — current balances, prices, nomenclature.
- Order automation: Instant creation of orders in CRM and 1C when placing an order on the website.
- End-to-end analytics: Tracking the customer's journey from their first visit to the website to payment for the order.
Integration of Bitrix24 with 1C
Automatic data exchange between CRM and accounting system.
Data synchronization
Automatic exchange of goods, orders, balances, prices, and customer data between 1C and Bitrix24. Information is updated in real time or on a schedule.
Stable and scalable bundle
Integration works “out of the box” without the need for third-party modules. Supports working with large volumes of data and multiple warehouses.
Business process optimization
Duplication of operations is eliminated: documents, statuses, and transactions are recorded once and are immediately available in all systems. Order processing speed and warehouse accounting transparency are improved.
Bitrix24 interface
Kanban board “Leads”
Sorting leads by stage, monitoring and tracking transaction amounts at each stage of the funnel.
Lead card
Complete information on each lead. Suitable for B2B sales.
Kanban board “Deals”
Every successful lead is converted into a deal. At this stage, the details of the project are discussed and proposals are prepared for the customer. Bitrix24 allows you to flexibly customize the system to suit your company’s business processes.
“Deal” card
Full control over all actions of process participants and tracking of deadlines. Automatic generation of analytical reports on amounts, average duration, and other indicators.
Detailed recording of all actions and changes
All actions and changes are recorded in the system. You no longer need to search for data in messengers and employees’ emails. Bitrix24 allows you to completely centralize data management for all sales-related business processes.
Connections: Leads - Contacts - Companies - Deals
Convenience of obtaining any information on leads, contacts, companies, products, and deals. Ability to generate any analytical reports across the entire sales funnel using all available data.
Send message
Please describe your situation and we will find an optimal solution for your business.
info@konsugroup.com