1Audit of the process and data
2. Design: pipelines, roles, record cards and data quality rules.
Bitrix24 Implementation
A CRM should mirror the business process. We implement Bitrix24 after reviewing the pipeline, roles, data and management rhythm; otherwise the system will carry the existing disorder into a new interface. EMET is an official Bitrix24 partner [[PARTNER_LEVEL_BITRIX24]].
Sound familiar?Sales, tasks and team chats live in different places, The manager can't see the state of deals and tasks without asking, Reminders and deadline control rely on memory
Platform Implementation
How we work
1
2Configuration
migration, automation of repetitive steps, the integrations you need.
3Launch and review
team training and monitoring of use after launch.
Sound familiar?
- Sales, tasks and team chats live in different places.
- The manager can't see the state of deals and tasks without asking.
- Reminders and deadline control rely on memory.
What usually lies behind it
Bitrix24 combines CRM, tasks and communication, and that is both its strength and its risk: it's easy to set up everything and connect nothing to the real work. So first we define how the team works, what data is needed for decisions and who is responsible for its quality.
Scope of work
CRM process audit · Data migration · Setting up pipelines and roles · Automating repetitive steps · Training and support
Who it suits
- Sales with several qualification stages.
- Teams that need to connect CRM, tasks and communication.
- Companies moving away from spreadsheets and manual reminders.
What you get
A team that works by one process.
A manager who sees the state of the pipeline and tasks.
Data fit for management and further automation.
The cost of waiting
If nothing changes
- 01
The process will stay dependent on informal manual agreements.
- 02
Problems with deals will be discovered late.
- 03
It will be hard for the manager to see the next management step.
When you don't need this service
- You need to connect sales with inventory and manufacturing. Then Odoo.
- There's no shared definition of a deal. The CRM logic comes first; otherwise the system will lock in inconsistency.
How to tell it worked
Complete history
the share of deals with a full history in the system.
Match with reality
the deal report matches what the head of sales says.
Work in the system
no parallel spreadsheets.
Questions
Where does implementation start?
With an audit of the process, roles, data and the points where information gets lost. Only then is the configuration defined.
Can we move our existing customer base?
Yes, if the data is accessible and the rules for cleaning, matching and checking are defined in advance.
Who is Bitrix24 best suited to?
Teams that need CRM, tasks, communication and control in one workspace.
Related
Services: CRM Implementation · CRM Automation · System Integrations Platform: Bitrix24
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