MDMprint (1C-Bitrix24)

2023: CRM CRM system: Managing Customer Requests in Printing Network

Decision

MDMprint Printing I turned to the web integrator RDN Group in order to solve the tasks. During the study of the client's needs, it was decided to transfer data cloudy from the solution Bitriks24 to the boxed solution, since the cloud functionality was not enough to implement the company's requests.

The move was carried out by creating a cloud portal backup and deploying a boxed solution on the client server. The data transfer process required special attention to the differences in the architecture of the cloud and box portals, followed by manual restoration of part of the functionality in the box.

After the "move" was carried out, the Bitrix24 subscription was acquired. Market Plus "in order to configure the processing of calls to open lines through Zabotix. This function in Bitrix allows you to attach new messages from the client to the current transaction. And also displays the history of interaction with the client.

During the functional refinement, the following settings were made:

Funnels:

A distinctive feature is that the customer has in its structure 5 different companies that are engaged in one type of activity and work on the same Bitrix24 portal. For different companies, their own funnel was configured inside which role models of employees were distributed.

Deal funnels are divided by company. When the customer contacts the open lines of the company, a transaction is formed in Bitrix24 and a dialog box is created. For some sources, it was set up to create different transactions when contacting different companies.

Access rights have been configured for the following employees:

• sales managers,
• sales managers,
• senior managers,
• company managers,
• assistant manager,
• HR,
• accountant.

The funnel of transactions allows you to track at what stage each application from the client is. It makes it possible to go through it and see the history of the transaction and current information on it.

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Фото: RDN Group

Integrations:

Bitrix24 carried out integrations with incoming sources. They allow you to track where the client came from and the effectiveness of managers with him.

Together with MDMPprint specialists, connections were made: telephony, widget on the site, form on the site, callback, VK Collection of applications, online chat, Avito, Telegram, Vkontakte, Facebook: Messages, Instagram * Direct, I2crm, Wazzup.

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Фото: RDN Group

Leads:

This section displays calls from clients thanks to the integration with telephony. They are displayed on the kanban board or in list format. Allow you to keep a lead card, see correspondence with it, call history. This information allows you to improve the efficiency of managers.

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Фото: RDN Group

Results

As a result of the MDMprint printing house, it was possible to configure the CRM system. Now employees can work in a single window with customer requests, which are systematized and automatically sent to employees of the desired department.