The customer company is new in using of Bitrix24 and CRM in general. The main task with which they applied to Avivi was: “To save employees from monotonous paperwork.” During the evaluation of the project, taking into account the specifics of the agency, the amount of information and methods of communication with clients, two main areas of work were outlined together:
To automate the process of obtaining and distributing leads in CRM;
To create the ability to autocomplete e-mail templates with offers to customers.
To correctly create CRM records, it was necessary to organize the process of dividing incoming calls actually into leads and other realtors - the second largest category of people who turn to Cavadian Properties for commercial cooperation. The task is implemented as a refinement of the standard Bitrix24 functional and creation of additional fields in the essence of “Lead”, which allowed to separate the flow of incoming information. Several robots were set up to monitor lead statuses, reminders, automatic responses to leads and realtors.
Our managers have integrated a corporate email for Cavadian Properties. Now, to send offers to customers, agency staff uses a special email template created in Avivi. It is able to pull out photos of the desired properties from the CRM in just a few clicks.
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As a result of the completed project, the Cavadian Properties realtor agency received a powerful and effective tool for developing its business — Bitrix24 CRM. After appropriate configuration and refinement of the functionality, the customer was satisfied and has received:
Convenient CRM, capable of processing and distributing incoming calls depending on the category of lead (buyer or partner);
Automated control system for the implementation of tasks, promotion of the lead on statuses from the moment of getting into CRM and until the conclusion of a transaction using robots;
Customized and modified e-mail functionality that allows you to attach the desired images of the property (product) to the proposals for customers.
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