Bitrix24 Case study

CALENDAR OF MEETINGS
IN BITRIX24

Scheduling meetings of regional sales managers with clients in Bitrix24

READY-made SOLUTION
FOR PLANNING business trips and visit TO CLIENTS

MEETINGS CALENDAR

The calendar displays all meetings within a day, week or month, for each individual manager, indicating the details of the meeting (time, address, client, etc.). A simple interface helps you quickly identify a free "window".

DISTRIBUTION OF ACCESS RIGHTS

Distribute responsibility between your employees:
who sets the time and makes an appointment, who goes to a personal meeting with the client, and who has access to view all meetings to control the entire department work.

CLIENTS ON the MAP

A sales manager (regional agent) can display all the addresses of meetings that are planned for a certain period of time (for example, for the next week) within his zone. Mark the necessary points on the map and get a link to the route in the navigator.

regional MANAGERS

Distribute the region among the sales agents - the geographic area of responsibility where a meeting can be scheduled specifically for each sales manager.

READY-made SOLUTION
FOR PLANNING business trips and visit TO CLIENTS

HOW IT WORKS?

Define the roles of employees in the business process:

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Telemarketer

Identify a telemarketer (secretary, assistant) who communicates with clients on the phone and book a client-seller meeting.

 
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Sales Manager

Sales manager (agent, salesperson) - an employee who has a personal meeting with a client. The manager is assigned to a specific region.

 

Administrator

Administrator - an employee who controls the work, has the ability to see the entire list of meetings and make changes.

 

MEETING APPOINTMENT

All company's potential clients are Leads in Bitrix24. The telemarketer makes calls to all current requests and arranges a personal meeting between the sales manager and the client.
In the Calendar, the telemarketer chooses the date and time of the meeting, appoints a responsible manager, focusing on the region of his responsibility and availability at the appointed time. The booked meeting is reflected in the calendar linked to Lead.

Telemarketer:

  • sees the schedules of all sales managers;
  • can make appointments directly from a specific Lead.

PLANNING A MEETING
FROM LeaD'S profile

SCHEDULE OF ALL MANAGERS or salespersons OF A SPECIFIC REGION

sales manager'S CALENDAR

Each sales manager sees only his own calendar. The schedule can be displayed for 1 day, for 4 days, for a week and for a month. The salesperson can display any field from the Lead that he wants to see on the calendar (at the top of the event box), for example, the client's name or meeting address.

An employee can independently mark the time when he will be unavailable - set a date where an appointment cannot be made (all day or hourly, one-time or repeated absence).

Clicking on a calendar event brings up all the meeting data.

Absences

Absence groups

Regions of responsibility

MEETING MAP

The manager can display on the map all meeting points that he has scheduled within a certain period of time.

Immediately upon starting a trip, he can mark the necessary points to visit and get a link to the route in the navigator.

In addition, the sales manager can mark in the settings Regions of responsibility - geographic zones where he can go to meet with clients.



ADMINISTRATOR ROLE

The administrator is a controlling person, so he has no right to set up meetings. However, he has access to view and change them.
A special search filter allows to quickly find an appointment by different criteria (date, sales manager or telemarketer, Lead, address, etc.).

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WITH THE "MEETINGS CALENDAR"
YOU WILL BE ABLE TO:

SIMPLIFY SCHEDULING OF MEETINGS WITH ClientS AND CLEARLY assign ROLES BETWEEN EMPLOYEES
DISPLAY ALL OUTGOING MEETINGS ON THE MAP AND CREATE A ROUTE TO SELECTED POINTS
MOVE ALL MEETINGS TO A CONVENIENT CALENDAR INTERFACE INDICATING THE AVAILABILITY OF SALES MANAGERS
ASSOCIATE REGIONAL MANAGERS IN A SPECIFIC AREA AND DETERMINE leads by their address TO THE NECESSARY EMPLOYEE

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