Creation of a unified customer base (CRM)

[nusaiba129]

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 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 indonesia consumer email list 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.