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