Mikhail Filippov

Implementing Bitrix24 CRM for "RISE" IT company to Optimize Sales Processes


RISE (http://risecompany.ru/)  is an experienced IT company with over ten years of experience in the implementation and maintenance of 1C software products. The company is actively engaged in its own development for large enterprises. RISE offers its partners an automated solution in the field of reporting standards IFRS and provides a comprehensive system of budgeting and planning. The company employs more than 60 qualified professionals in the IT field.

Despite the fact that the company employs professional pros, RISE approached us with a request to implement Bitrix24. Moreover, RISE is a certified partner of 1C-Bitrix. Paradox? No, just a prudent and thoughtful decision since INTERVOLGARU is a well-known Bitrix24 Implementor.

RISE -a company of pros and programmers but not conversant with Bitrix24. To fully delve in, study Bitrix24 settings, and a trial production would lead to a greatly delayed implementation. The company, therefore, made the right decision to contact us as a web solutions provider on the platform of Bitrix. 

INTERVOLGA has considerable experience in implementing Bitrix24 in different companies and can solve complex problems, a skill which is appreciated by our colleagues from RISE.

OUR IMPLEMENTATION SOLUTION 

The main goal for the implementation — optimization of the Sales Department.

The sales staff used various programs to manage interactions with customers. They used spreadsheets, meeting organizers and reminder apps, call and mail services, etc. There was a separate customer base for cold calling, which was later copied by potential customers to another database. A typical scenario for any company operating without a CRM.

When the time came to pick a CRM, Bitrix24 was their first choice. This came as no surprise, given that bitrix24 is Feature-packed, and RISE is a 1C partner.

the implementation of a CRM in commercial companies in which sales processes is already established is challenging. Bitrix24 is a universal CRM. IT companies have work specificity and sales Departments also have established processes. How can we combine these 2 specificities effectively? This is possible only through careful study of the internal processes of the client, in this case, RISE, and the ability to adapt the CRM to their activities so that employees are happy and to make the transition to Bitrix24.

 It was not a breakdown of established sales processes that have already been worked out for a long time, and the output of these processes to a higher level of efficiency.

A few words about Bitrix24.
Bitrix24 is a universal system. Versatility is a big advantage of the system and at the same time, its disadvantage. Bitrix24 CRM can be used by companies in various fields - construction, manufacturing, retail, transportation, service, etc, and a company of any size - from a sole entrepreneur to an industrial enterprise.
Creating a Bitrix24 CRM that fits every single company (taking into consideration it’s size, nuances and industry) perfectly would be impossible.

As a result, when a client installs Bitrix24, the question immediately arises: “how do I organize my work now?” 

For a manufacturing company, you need to decide how to ensure that customer orders are received and processed.
In a commercial company, you need to automate sales.
In medicine, you think about how to work with patients.
An Institute decides how to establish interaction with students.

Each company has its own nuances and without taking them into account, working with the system will not be effective.

Hence, each company needs to fine-tune its B24 solution to meet their specific needs and goals.

At INTERVOLGARU, with the help of inhouse experts (managers, business analysts, marketers), performs the task of adaptation and configuration of Bitrix24 for every single client. Thus, our Bitrix24 implementation project is defined by the regulations of the work of your employees.

This was the approach we used for RISE. The company's management, being 1C partners themselves, understood what our task required- it wasn’t just a mere “Implementation of Bitrix24 CRM”. We needed a strategy for the efficient use of CRM to increase sales. This was what the whole project was built on.

We identified the main purposes of them using Bitrix24 and came up with the following goals:

1) to configure CRM for real processes in the company (to define user roles, assign access rights to employees, add a new group for the design work, edit the reference system);

2) add new custom fields in the CRM, to make the necessary changes in the status of leads, transaction stages;

3) to develop employee work routine with the CRM;

4) prepare necessary reports ;

5) to outline the necessary automated business processes of leads and deals.


The Next step was technical work.
We discovered there were lead statuses that did not correspond to the business processes of the company. We knew we had to change the titles of all statuses that didn’t correspond with the work process of the employees.  

We also Changed transaction stages significantly:

Added new fields, e.g. the time zone:

Also, we developed a training manual on “how to work with the CRM” for employees. This document allows any new employee to understand the basic principles of the system in a short period of time. It Informs the employee the type of reporting that is required from them, and supervision conditions by the management.


The results of CRM implementation

  1. The sales department stopped using many separate programs to manage and report their communication with clients.

  2. Work with potential customers (cold calls) and real contractors was now managed from a single database.

  3. We decreased the time spent on processing leads and filing the necessary documentation.

After gaining some experience working with Bitrix24 CRM, RISE has already moved on to developing automated business processes, integrating the CRM with their website and telephony themselves - BRAVO! This was made possible through the first stage “properly Implementing Bitrix24”.

This project allowed us to set the right course for the efficient use of Bitrix24 in the company.

Time spent on the project :

- development and coordination of Technical assignment – 1 week;

- customization of Bitrix24, examining and testing end-to-end examples of working with different clients, coordination of results with the customer – 1 week;

- development of internal regulations of work with CRM – 1 week.


Summary

We select a number of signs that indicate that there is the need to implement Bitrix24 CRM:

  • the sales staff use several programs to work with clients (Word, Excel, Outlook, Google docs, Google sheets, etc.);

  • the results of the communication with the client are recorded in notebooks, and employee monitors are covered with stickers;

  • the head of the Sales Department does not know how many inquiries are all processed in a day, week, month, year;

  • no one really is responsible for working with each specific client;

  • When an employee is absent (due to vacation, illness), the client is left hanging;

  • managers sometimes forget to call or write to the client.

All these signs show that you need a simple and convenient CRM in the Sales Department. Contact INTERVOLGA and our experts will help you quickly and effectively implement Bitrix24 in the Sales Department.

We will conduct a thorough analysis of your company or enterprise, develop a plan to implement Bitrix24, write a technical document and agree on all the desired settings, provide useful recommendations. 

We will also develop a work program for your employees, automate the internal business processes of your company and much more that’s needed for your company to grow into its potential.

How much does this cost? HERE


  • 21.04.2020