Project description
Hello, our company is engaged in the sale of equipment and its installation. We have amocrm and sipuni.
● Sales reports
Sales.
Canal
For goods
Average check – Average check of the transaction
● Documents
Payment invoices – will be able to create in crm
Acts of work performed - will be able to create in crm
Invoices will be able to create in crm
KP
● Develop Funnels
B2C
B2B
B2G
Detail the entire transaction cycle from the first contact to the closing of the transaction as a whole business process. The tasks were created after a certain time or at the end of the stage they were transferred to the responsible employee.
Support – Installation Team
Staff Courier
When concluding a transaction on b2b, b2g, b2c in the funnel there is an application to the courier-logist in all + sometimes for the installation group, do you need to switch the funnel stage to these units and the cashier's accountant?
5 people? We now in fact 5 people once we have accounts, acts and sf that you need to add the position of Accountant-Cashier in crm.
SipUni-- that would make a deal.
Configure in the configurator sipuni - ivr, messages, mode of operation, internal numbers, etc.
The transactions are created (made). It is necessary that when transactions were created, there was an understanding of what platform (satu.kz, own site, olx, market) the lead comes from.
The call was linked to the customer card or to the transaction. (The deal is now being created at every excel.) Entrance. Call, but not if the number is repeated does not tie to the transaction.
● Supplement the BIN client card, the Agreement, etc. E.T.P.
We purchased sipuni basic fare, signed a contract for virtual numbers from Tele2 operator, number of numbers 4. We plan to place different rooms at different venues to understand the effectiveness of each site.
In the process, everything was reflected on mobile devices.
Training and certification of 6 employees online
Training of all employees on created funnels and Business processes
Test-simulation-adjustment. Those support.
● Sales reports
Sales.
Canal
For goods
Average check – Average check of the transaction
● Documents
Payment invoices – will be able to create in crm
Acts of work performed - will be able to create in crm
Invoices will be able to create in crm
KP
● Develop Funnels
B2C
B2B
B2G
Detail the entire transaction cycle from the first contact to the closing of the transaction as a whole business process. The tasks were created after a certain time or at the end of the stage they were transferred to the responsible employee.
Support – Installation Team
Staff Courier
When concluding a transaction on b2b, b2g, b2c in the funnel there is an application to the courier-logist in all + sometimes for the installation group, do you need to switch the funnel stage to these units and the cashier's accountant?
5 people? We now in fact 5 people once we have accounts, acts and sf that you need to add the position of Accountant-Cashier in crm.
SipUni-- that would make a deal.
Configure in the configurator sipuni - ivr, messages, mode of operation, internal numbers, etc.
The transactions are created (made). It is necessary that when transactions were created, there was an understanding of what platform (satu.kz, own site, olx, market) the lead comes from.
The call was linked to the customer card or to the transaction. (The deal is now being created at every excel.) Entrance. Call, but not if the number is repeated does not tie to the transaction.
● Supplement the BIN client card, the Agreement, etc. E.T.P.
We purchased sipuni basic fare, signed a contract for virtual numbers from Tele2 operator, number of numbers 4. We plan to place different rooms at different venues to understand the effectiveness of each site.
In the process, everything was reflected on mobile devices.
Training and certification of 6 employees online
Training of all employees on created funnels and Business processes
Test-simulation-adjustment. Those support.
Advertising and marketing Bank transfer
