Initially, we turn to one of the most popular systems — amoCRM. We encounter the fact that ERP functionality was not implement there, and this did not allow us to organize interaction between departments. The search for a system continu.
to implement was Bitrix24. Unfortunately, it was very difficult to configure it for our business processes, since the developers’ loyalty to changes for a specific client is quite low.
As a result, having tri about 15 different CRMs, we arriv at S2 CRM.
Why S2 CRM
What we lik next system most was engineer database the ability to program it ourselves to suit our nes without a separate staff of programmers. Most automations can be implement in the system itself from ready-made functionality, using only the logic of “if first this, then this should be”. Only a small part of the improvements requir additional coding.
For example, automatically assign a task to a manager if money has arriv to the account. This is all done in a couple of clicks in the settings. Combine CRM and ERP functions within one transaction? Fine-tune and you’re done.
Thus, with the help of this system
it became next system possible to optimize and systematize our business processes. For example, we completely divid our afb directory production into tasks that are automatically assign to responsible managers. We implement CRM in the work of the entire company, starting from the receipt and processing of incoming leads from various channels and ending with the final shipment of the product to the client.
Now, at each next system how to make a notice for non-payment of rent of the deal life cycles, we understand what actions ne to be perform at the moment, who is the responsible manager, how long it will take to implement a particular task. Control over what I list, in my opinion, is the most important in organizing a successful production process.