Creation of a unified customer base (CRM)

[nusaiba125]

For the developed system, we used RetailCRM. Thanks to the connection of the site, the Unified Product Base and CRM, the client received end-to-end analytics up to profit and actual sales.

Problems. The company did not have a single database bulgaria consumer email list for storing customer data. The path of requests was not tracked, and they could be duplicated. Orders were not integrated with 1C.

Tasks: The company needed to record all incoming leads and move each lead through the sales funnel from stage to stage.

To do this, it was necessary to configure:

Tracking the payment status of a transaction;
Tracking the application receipt channel;
Tracking the advertising source of the application;
Accounting for discounts;
Price control;
User segmentation.
The ultimate goal is to increase the number of closed deals by more than 20%.

Solution. We integrated RetailCRM and 1C: the CRM now has a product directory from 1C and all contractors. Documents (invoices) and their statuses are synchronized in the new system.


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In this way we managed to:

Establish mandatory entry of all applications into CRM
Get a single customer database with all data
Start planning further actions for each client (call, invoice, contract)
Start issuing or adding invoices from 1C to the transaction card