Hansa Group, Hansa GK (Hans Stroy) (1C-Bitrix24)

2023: Business Optimization at Hansa Development Company with CRM System

Process

The company turned to web integrator RDN Group, as it faced the need to automate business processes in CRM to improve and optimize the sales funnel.

The developer has already used the Bitrix24 system, however, the portal did not cover all the needs of the company. RDN Group specialists conducted an audit of business processes, identified the client's needs and identified the following tasks:

• Set up integration.
• Set up transaction cards and milestones to easily track the sales process.
• Automate the work of employees in the framework of transactions.
• Set up access rights to CRM system entities for privacy and. safety data
• Provide employee training on how to use the CRM portal for efficient use of the system.

In order to implement the tasks, it was decided to switch from the'Standard' tariff of the Bitrix24 cloud solution to the'Professional' tariff.

As a result, the service made it possible to simplify and speed up communication with the client, as well as optimize business processes.

Result

As a result of the implementation of the Bitrix24 system in Hansa Group, it became possible:

• Form and maintain a single customer base.
• Improve employee performance.
• Organize the exchange of information through integration, combine processes within a single window.
• Provide employees with access to customer information and organize it.
• Set up platform access for each employee type.
• Report on configured templates.
• Automate business processes and direct employees to more important tasks.