IURR - Russian Academy of National Economy and Public Administration
Services
- CRM implementation
- Sales funnel setup in CRM
- Mailing service and open line connection
Go to the site - iurr.ranepa.ru
Client
IURR - Institute of Management and Regional Development on the basis of the RANEPA Academy
Task
Implementation and configuration of the Bitrix24 corporate portal
Solution
A corporate portal was implemented, a number of improvements were made in accordance with the needs of the customer
- Basic CRM setup, distribution of roles, setting up fields for deal, lead and contact cards
- Connecting and configuring email addresses of companies conducting courses and their employees
- Creation of landing pages (CRM-forms) for registering for courses, collecting information about applicants
Email setup
- Setting up 2 sales funnels and creating robots for each funnel
- Setting rights for the employee on the portal
CRM-form
- The "Groups" section allows users to combine tasks according to certain criteria
- Users can create private and public groups, assign an owner and moderator, create tasks
- Inside the group, a task list, disk, chat, etc. are available
- A 5-hour training for 10 people was conducted
Lead card
Conclusion
As a result, the Bitrix24 corporate portal was implemented, configured and tested. Requests of applicants left on the landing pages of the courses are received in the customer's CRM and processed by employees. The functionality of the portal has ample opportunities and allows users to increase work efficiency.
More works
