Case details:

Client: A company providing services in software sales for medicine and pharmacy 

Tasks: 

  • Automate the work of the sales department;
  • Divide and configure sales funnels in different sales directions.


bitrix24 case study

WHAT WAS DONE?

STARTING A BUSINESS PROCESS WITH A QUICK LINK

When switching to some Deals statuses, a notification with a link to the business process appears, where the employee must fill in the required fields. This form of launching a business process (via a link) allows you to quickly receive important information on the Deal when it is changed.

DIFFERENT FUNNEL SCENARIOS DEPENDING ON CONDITIONS

Deals can move according to different scenarios depending on how certain fields are filled in. For example, if the value "Yes" is set in a certain field, a pool of tasks is created, and if it is "No" or empty - the Deal simply changes its status.

required FIELDS FOR EMPLOYEE CONTROL

In Deals, when switching to a new status, it is required to fill in the fields so that employees do not miss filling out important information and the Deal's card is always meaningful.

AUTO-TRANSFER TO THE RIGHT STAGES OF THE Deal AND TO OTHER sales funnels

When the specified conditions are met, the Deal can automatically independently move to the desired status or even be copied into a new funnel, where the manager will continue to work with it.

AUTOMATIC TASK CREATION

For employees, at almost every stage, automatic tasks are created corresponding to the status of the Deal, which remind of important actions (like calls, e-mails an so on).

DOCUMENT GENERATION BY TEMPLATES

When a Deal goes into the status of creating a Contract or Commercial Offer (or any other document), files are automatically created using the data from the Deal's card and data entered into the business process.

Examples of Bitrix24 business processes in different sales funnels

bitrix24 case study

results:


All Clients (inquiries) are distributed according to the company's services

The process of working with the Client in Deals (sales process) in each funnel has been completely organized and automated, as well as transferring of the project to Implementation funnel

It has become more convenient to track how managers are coping with their work in order to promptly come to help

Deals began to close faster, the transition of the Deal to the Implementation stage was reduced in time


The number of productive contacts with the Client has increased


New sales staff adapt faster to company processes

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