Bitrix24 cloud version basic implementation for only $400. What list of tasks is included in the basic implementation?
1) Registration of a new Bitrix24 account in the cloud with a free domain name, if there is no Bitrix24 portal yet. If the portal has already been created, then we use it.
2)Sending invitations to the portal for employees. Up to 6 employees.
3)Creation of a two-level company structure (no more than 3 departments). Entering employees into the structure (sales department) and appointing a manager.
4)Consultation in Skype call format on the installation of the desktop and mobile Bitrix24 application on user devices.
5)Optimization of lead, contact, and deal cards. Unused fields are excluded from the general list.
6)Setting up typical filters for leads, deals, cases. (From 1 to 3 typical filters).
7)Setting up stages of leads and deals. The list of stages is provided by the Client (no more than 10 stages).
8)Connecting one phone number to make outgoing calls. Buying a phone number inside the Bitrix24 service or connecting an external SIP phone number (if the corresponding application exists in the Applications section). Setting up a call distribution queue of managers. Setting up even distribution of calls within the queue.
9)Setting up the option of recording conversations saving. The lease of the phone number and advance payment for telephony services is paid for by the Client.
10)Setting up one phone number to receive incoming calls. The same number is connected to outgoing. If the outgoing is not set, then any phone number depends on technical availability.
11)Setting up the "Email Tracker" function to automatically add correspondence to CRM. For one general email address of the company.
12)Connecting employee's personal mailboxes to the CRM (up to 6 personal email addresses, one for each manager).
13)Setting up the Callback widget for one site. Installing the widget (in case of providing access to the site code) or providing a code for posting on the site.
14)Skype-consultation - a workshop on processing and converting leads, conducting deals by stages. Together with CRM users, establishing a contact card, processing leads from connected sources, converting a lead into a deal in different scenarios (contact, contact + company, company + deal, contact + company + deal).
15)Setting up dashboards on the lead and deal page. Based on typical functionality.
16)Setting up automatic notification to the supervisor about the expired stages of lead processing. After a certain time, the supervisor receives a personal message that the processing time has been exceeded. The term is determined by the Client. Contact us via Skype (Skype ID: Bedrosova) to order the implementation.
This comment has been removed by a blog administrator.
ReplyDeleteThis comment has been removed by a blog administrator.
ReplyDeleteThis comment has been removed by a blog administrator.
ReplyDelete