Korus Consulting has developed a CRM system for Energon

2023: Automation of interaction with customers using the domestic platform "Bitrix24 CRM"

KORUS Consulting"" announced on July 11, 2023 that the company ENERGON had automated interaction with customers using domestic the platform. "" Bitriks24 CRM KORUS Consulting specialists helped production the company effectively manage more than 550 transactions per day.

The company is increasing the geography of its presence and the number of transactions. To support scaling and reduce the number of human errors, management decided to automate the work of the sales department using the Russian system based on Bitrix24 CRM. To implement the project, the KORUS Consulting team, the 1C-Bitrix gold partner, was invited.

The specialists automated the process of managing sales in five product areas of the company in 10 branches, each of which used its own model. In addition, they automated the processes of working with transactions (cooperation transactions, order transactions and project transactions, etc.), with projects. This allows employees to conduct transactions and check compliance with the criteria for its transition to the next stages, record agreements and agree on terms of cooperation with new customers. The system enables you to record potential demand (initial customer request) and actual demand (actual order).

This CRM allows you to speed up the filling of customer cards using calculation fields, improve the quality of collected data through their standardization. Now you can define the areas of responsibility by assigning several employees to the customer - the sales manager and the maintenance manager. Specialists have implemented in the system the function of standardizing the address format in Yandex.Maps. It helps users enter the correct address that exists in the mapping service. Employees can also see all real and potential partners on the map. The module helps to segment customers by status and assign them to another manager within a branch or direction, or transfer them to another department.

Client data, previously stored in, accounting system was transferred to Bitrix24 CRM. In addition, integrated CRM specialists with an accounting system based on, Microsoft Axapta mail service, and. Microsoft Exchange Active Directory messenger Telegram To collect potential leads , a feedback form was created and built into the site.

Thanks to the CRM solution at Bitrix24, we can see not only all the data about our clients in a single system, but also the sales funnel, manage branches and divisions, and work with various types of transactions. All this is another step towards the implementation of the company's market strategy, noted Chesnokov Alexander, Sales Director, ENERGON.

power engineering specialists It is difficult to work in a highly competitive market without increased attention to customers. Prompt customer service, access to a complete interaction history, automated rules that reduce time response and preparation of business offers - all these are features that a corporate CRM system can give a company whose basic principles are customer focus and product quality. said Ivan Lavrenchuk, Bitriks24 expert, CRM Department of KORUS Consulting Group.