bitrix24 case study

Alternative energy sources supplier

A similar process is suitable for companies working with sales representatives and for the sales department of service companies

Read client's story

automation of sales:
from sales representatives to service

PROBLEM

1. Tracking the performance of a large number of product sellers.


2. Organization of sales funnel application process.

tools

Standard Bitrix24 functionality

bitrix24 case study

client story

Product: solar panels, heat pumps, service. 

Description of the business process: 

The company's clients are brought by sales representatives or active salespeople: they travel to farms, cities, villages and offer to install modern systems in houses. By communicating with potential customers representative collects preliminary information about the order. Based on the information received package of documents is formed, project is transferred to technical specialists who determines installation time. The client can pay entire cost of the service at once or use a credit. When installation of equipment is completed, each client is transferred to service maintenance department. 

Process drawbacks: 

1. Sales representatives may miss important information required for documentation when filing on behalf of a customer.
2. No clear analysis of salesmen's effectiveness: you need to track manually who and how many customers brought.
3. Processes of sale and product installation should be connected to each other.
4. It is important to include loan granting procedure into the sales process.

SOLUTION DESCRIPTION

BUSINESS AUTOMATION IN BITRIX24

Part 1

APPLICATIONS COLLECTION. SALES REPRESENTATIVES WORK process ORGANIZATION

Part 2

PROCESSING OF APPLICATIONS AND services IMPLEMENTATION On SALES FUNnel

part 1

COLLECTION OF APPLICATIONS AND WORK PROCESSES ORGANIZATION OF SALES REPRESENTATIVES

SALES REPRESENTATIVE QUESTIONNAIRE

We propose to use CRM forms for the convenience of collecting order information from the client.


Such a form is created for each employee, it is quickly filled in and all customer data is stored in CRM. All form fields are custom, i.e. non-standard and specially created for the client: for example, you can select a pump model from the list, indicate a technical specification, mark the need for electricity, etc. 

Now each incoming Lead is tied to a representative which allows you to create statistics on the effectiveness of their work, and also makes the work of the agents easier and faster.

Order consultation on Bitrix24 configuration!

part 2

PROCESSING OF APPLICATIONS AND
SERVICES IMPLEMENTATION 

DOCUMENTS PREPARATION

By the time Lead enters CRM, immediately at the first stage, a package of documents is formed depending on the service chosen by the client. Completed fields in the CRM form are inserted into the corresponding fields of document templates and ready-made invoices, contracts and other important docs are sent to the representative's mail.



CONVERSION INTO A DEAL

At the same time, the responsible manager of the company checks the data entered by the representatives and converts the Lead into a Deal.

When DEAL moves to the first stage,
the client receives a text message (SMS) that the project is in progress now.
This was done through the Bitrix24 & SerwerSMS app.

Further, depending on the product, the order falls into one of the Deals funnel:

Deal funnel 1

HEAT PUMPS

DEAL FUNNEL 2

SOLAR PANELS

DEAL FUNNEL 3

SERVICE

APPLICATION PROCESSING AND PREPARATION FOR IMPLEMENTATION

The stages of Deals in funnels 1 and 2 are approximately the same.
Consider the process flow:

To control the projects works, an interim report was configured:

 Special robots automate the work of the company at the different stages of the Deal

TRANSITION TO THE DEAL FUNNEL "SERVICE"

When the deal is completed successfully, it is copied to the "Service" funnel.
The terms of warranty service are indicated there. And as soon as the warranty expiry date approaches (and the system checks it every hour), the Deal is transferred to the stage
of post-warranty service.

WHAT DOES OUR CLIENT get?

result

OPTIMIZATION AND CONTROL
OF sales REPRESENTATIVES WORK

  • ✓ SPECIAL NON-STANDARD FIELDS REQUESTING DATA FOR FURTHER INSTALLATION OF THE PRODUCT;
  •  ✓ CRM-FORM CREATED FOR EACH SALES REPRESENTATIVE, where ALL ORDER INFORMATION IS GATHERED; 
  • ✓ A SPECIAL REPORT with quantity of NEW CLIENTS AND INCOME from each salesman is DISPLAYED. 

AUTOMATION OF SALES AND WORKS ON PROJECTS

  • ✓ 3 DIRECTIONS OF dealS WITH SALES FUNnels; 
  •  ✓ TEMPLATES OF DOCUMENTS IN WHICH THE FIELDS ARE COLLECTED FROM THE CRM-FORM FILLED IN BY THE SELLER; 
  •  ✓ AUTOMATED PROCESS OF CREDITING CLIENTS; 
  •  ✓ optimizing WORK IN PROJECTS; 
  •  ✓ CALENDARS OF PROJECTS AND INSTALLATION ARE CREATED. 

DO YOU WANT THE SAME AUTOMATION? CONTACT US!

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