Stepan Ovchinnikov

Roadmap for the implementation of Bitrix24 in a large company - part 2

In part 1,  we discussed the first 3 important steps for implementing Bitrix24 in large company

Stage 1 “Initial setup"- Inviting employees to the portal
Stage 2 "Internal Processes" - Implementing processes to help employees work 
Stage 3 “Employee comfort” - to make things “easy” for staff

let's continue

Stage 4 "Sales"

Money is the lifeblood of business.

Selling to customers is a main goal of all commercial companies. When building an intranet portal for a large company, the topic of sales does not immediately arise.

But why is that? After all, Bitrix24 is positioned as a CRM system, a sales tool? There are many ready-made tools for working with clients: open lines, sales in chats, trade probability analytics and so on..

First, a 150-person company always has sales and customer service processes. They may not be optimal, but they exist. Sales are not the main pain, this is not why the portal is being introduced.

Second, these processes are almost always quite complex. There are many types of contracts, special wholesale prices, ability to make deferred payments, project sales, claims. Bitrix24 CRM is not suitable for this “out of the box”.

For Bitrix24 to be a useful sales tool in a large company, the CRM must be adapted to the company’s processes. This could include the creation of a dealer management unit, management reports, control of accounts receivable and analytics of the work of the sales department employees. 

This is exactly what Stage 4 “Sales” is about.

Questions before the fourth stage of B24 implementation in a large company "Sales"

  1. How are sales and customer service processes in the company digitized now? Is there a CRM? How are customer requests registered? Is there a system for carrying out sales analytics in the context of advertising channels?

  2. What structures exist for dealing with clients in the company? For example, one client could have
    - legal entities
    - contact persons
    - consignees

  3. Is it possible for one client to be handled by several managers (at different stages of a deal or for different requests)?

  4. Does the company have a dealer network? If yes, what are the most pressing issues in network management:
    - Marketing, collection and transfer of leads to dealers
    - Control of the sales process (stages, standards, response rate, checklists)
    - Online catalogue of goods with dealers and client prices and availability in warehouses
    - Dealers’ purchases from manufacturers
    - Shipment and logistics

  5. Is there a need to collect the contacts of end customers (with whom dealers work) for promotions, campaigns, sales analytics and process improvement?

  6. From which system can Bitrix24 import primary data for management reports? For example:
    - 1C: Trade Management
    - Microsoft Power BI
    - MS Dynamics
    -If such a system doesn’t exist, Bitrix24 can be used for this purpose.

  7. What data should be included in the operational reports of middle managers, and what should be included in the top manager's dashboard?

  8. Who is responsible for the control of Overdue Accounts Receivables? Where are the limits of Overdue Accounts Receivables according to the types of counterparties defined,  what are the rules for stopping shipments, and rules for registering problems with legal services?


Results

Expected results of the fourth stage:

  1. After implementing a Bitrix24 CRM for the sales department, it’s enough to handle all the processes of the sales department.

  2. Managing Dealer sales becomes a lot easier.

  3. Middle managers and top managers receive up-to-date analytics on performance.

  4. Quality control over accounts receivable improves significantly.

  5. Sales personnel actively carry out their work in the intranet portal.

INTERVOLGA ready-made materials for the success of the stage "Sales in a large company"


The fourth stage of Bitrix2 implementation puts the sales department and Dealers in a single information field of the company. This is another step towards solving a key problem - In the end, there are fewer programs in use, happier staff and management have a clearer picture of the state of affairs.


Resources

Assessing the required resources for the “Sales” stage of the implementation requires consultation with the sales department and analysis of their processes. INTERVOLGA will conduct a survey and prepare a project plan. 

Resource

Approximate business hours

Budget boundaries

IT service




Leave a request in the form below

Sales department

Key Manаgers

Implementation company with integrator competencies



Stage 5. Personal accounts

Personal accounts for everyone!

Creating online personal accounts for solving special business problems completes the 5 major steps of the Bitrix24 implementation process. These offices connect employees, managers, clients and dealers in a single information space.

Personal accounts are integrated with the company's business processes and make work in general faster and better.

Questions before the fifth stage of B24 implementation in a large company "Personal Accounts"

The functions of each account are related to the processes of the company. INTERVOLGA has extensive experience in creating personal accounts. We have created personal accounts for several industries- pharma, construction, sports and fitness, hotel and tourism, etc, and know what features they need.

We also understand that companies have specifics and features that are unique to them, which must be taken into account when implementing a CRM. For example, the startup sequence or features of the processes in the LC.

The project manager should select 3-5 types of business users or partners, with whom working has the most challenges: bureaucracy, problems, complaints, low speed and inefficiency.

You need to understand how the processes are implemented now and what kinds of personal accounts are needed


Results

Expected results of the stage of launching personal accounts:

  1. Communication with the “outside world” is woven into the intranet portal: with dealers, contractors, clients.

  2. The intranet portal covers all the business processes of the company.

  3. It is easy for managers to track engagements about complaints with dealers and specialists.

  4. The speed of communications in all directions increases due to convenient personal accounts.

  5. Contractors, dealers, partners, employees are pleased with the system.

Ready-made materials INTERVOLGA for the success of the stage "Personal accounts"

The fifth stage includes specialists, partners, and contractors in a single information field of the company. The company has solved the problem of digitizing its activities.

Resources

Assessment of resources for the final stage of “Personal Accounts” of implementation requires elaboration of the nuances of the processes. INTERVOLGA will conduct a survey and prepare a project. Leave a request

Resource

Approximately business hours

Budget boundaries

IT service




Leave a request

Department of partner and dealer sales

Legal department

Accounting department

Implementation company with integrator competencies


Full version of the roadmap

The implementation map is slightly different for all companies. We are ready to share our knowledge and help you achieve your goals. Leave a request 


Bitrix24 design according to brand image 

The Intranet is part of a company’s image. A large company needs an intranet portal that matches the style and brand book. 

A typical composition of work on adapting the design of an intranet portal looks like this:

  1. Uploading the company logo, Selecting colour palatte.

  2. Designing the login page.

  3. Designing the welcome page for new employees.

  4. Branding of “Company Information”, “Our Life” sections.

  5. Developing a pack of  "corporate background images" in the company style.

Depending on the specific tasks, special sections are sometimes added and branded.


Project management of intranet portal implementation. Terms and cost

The roadmap described in the article is the basis for a specific implementation project. In real tasks, the project plan is adapted to the priorities of the Customer. Therefore, the first step is pre-project analysis. 

The purpose of the analysis is to capture the requirements for specific stages and detailed planning of the first stage. You will receive a roadmap for your project with estimates of timeframe, cost, and required resources.

The pre-project analysis costs $1750  and lasts for 3 weeks. Our experts will collect information from key managers and prepare an implementation plan. We present the plan personally.

We will give thoughtful and responsible assessments after studying your requirements. To understand the scale. Each stage needs an average of 2 months and costs $9000


In summary

Implementing an Intranet portal in a large company brings the following :

  • reduction in the number of switches between different programs;

  • reduced paperwork;

  • creation of a unified information base;

  • increased efficiency in all areas of work through integration with corporate software;

  • Happier employees, managers, and leaders

INTERVOLGA implements intranet portals based on Bitrix24.

Leave a request in the form under the article for pre-project analysis, collection of requirements, assessment, and planning.

You may also use our Step by Step guide to implement Bitrix24 by yourself.


  • 06.09.2021