Digitization of business processes of the sales department from the point of view of the manager, head of the sales department, business owner and marketer.

A scheme is created where places with "breakdowns" (places where there is a threat of losing customers) are marked with red marks.

Analysis and adjustment of business processes by a team of analysts who control the quality of sales departments in 25+ areas.

Recommendations are being developed to improve any weaknesses in the scheme. In the end, you get an optimized business process (well-established interaction between the company's departments), which our specialists integrate into CRM.

According to the technical task created on the basis of the scheme, the technical task is created and integrators, by means of it, adjust CRM-system::

• Setting up a sales funnel;
• Configure cards: agreement, contact, company - for easy segmentation and work with the customer base in the future;
• Configure automatic tasks / reminders for managers and automate routine actions in CRM;
• Connect corporate mail managers to CRM to send letters directly from the transaction card;
• We integrate with FB-messenger / Ice-forms / Instagram;
• We create corporate chats: Viber / Telegram / Online-chat with the possibility of posting on the site, to receive requests from customers and integrate them into CRM;
• Configure bot responses - greeting messages and notifications during non-business hours;
• Connect IP-telephony - Ringostat / My calls.
• Connect widgets needed to organize a business process and combine several systems: duplicate control widget, New Mail.

• Configure automatic transfer of orders directly from the site to the CRM-system with the transfer of data about the selected product from the application;
• Configure the filling of the Agreement and Contact fields with data from the fields of the communication form on the website;
• We check for duplication of contacts in the CRM-system;
• Configure the transfer of the source of the application (for analytics of advertising campaigns);
• We log all applicationsso that they can be found in the LEADBOX personal account at any time.

If the basic functionality does not meet all the needs of the business and you need to create your own individual extension, which goes beyond the standard CRM functionality.

Formation of TK according to what indicators are important for analytics. It is possible to implement both marketing reports and performance indicators of managers to get.

• Create text and video instructions for working in CRM for administrators and sales manager (for quick adaptation of new employees);
• Create text and video instructions for working with analytics and workflow control in CRM for managers;
• Conduct group training of employees to work in the CRM-system: 2 classes of 1-1.5 hours;
• Conduct training for managers to remove analytics and control the correctness of the system by managers;
• We test employees to confirm that everyone has mastered the system and understands the algorithm.

When a customer chooses us to integrate a CRM system, we automatically take CRM for maintenance.

DOitWELL has three technical support options:

1. Lite pay only for solving a problem or adjustment problem. There is an hourly rate, but not like others - we study the problem in advance - evaluate it and coordinate actions.
2. Monthly – in addition to technical support, updates and adjustments to the system as needed, he client receives an analysis of the quality of work of managers in CRM and verification of the correctness of each employee.
3. Professional In addition to technical support and quality analysis, the “Remote control“ service is added, which returns badly used LEDs to work and increases the efficiency of the sales department.

Within the framework of technical support the following issues are resolved:

• • Consulting support for managers via online chat;
  • Answers to questions about the work of CRM;
  • Adjustment of CRM settings and additional system settings (analytical work and settings of additional funnels, departments or adjustment of current functionality);
  • Addressing issues related to CRM support and tech. support for third-party programs connected to the system (IP-telephony, widgets);
  • Teaching for new employees or managers.