We are here to help you pedal.
Implementing a CRM or business management platform can be a scary and time-consuming process, so we are here to help you through it.
1. Help you identify your business needs
2. Develop and deploy an implementation strategy
3. Train and support your staff
4. Plan for long-term growth
Help you identify your business need
Before we do any implementations we prefer to get some insight about your business processes and your structures. Together with our experience in different industries this will enable us to advise you on the appropriate setup for you business model. Every business is unique and because Bitrix24 has so many features, it is important to your them in the mos efficient way to increase your productivity and the growth of your business..
A lot of CRM implementations fail - not because of the system but because of the user adoption. Preparing and training your users to benefit from your Bitrix24 implementation is key for the ROI on your investment.
The FullView team is available for your training requirements. You can view our training packages here.
Implementation and customisation
The setup of workflows, business processes and automation can either improve your productivity or create confusion and frustration for your employees.
We will assist and guide you with the setup of these modules. Here is a list of the main implemenation modules.
A very powerfull tool and benefit of the Bitrix24 solutions is the built-in Website builder. FullView can asisst you with the setup of your website and online store and enpower you to maintain and grow your site. View some of the Website builder features here.
Popular support and customisation requests. Send us your request.
- How to setup sales pipelines in Bitrix24?
- What is the process to setup sales pipeline automation ?
- How to I setup and use CRM forms in Bitrix24?
- How do I avoid duplicate leads in Bitrix24?
- Is it possible to setup access permissions in Bitrix24?
- We work with multiple currencies - can you accommodate that?
- Is there a document approval module in Bitrix24?
- Can I integrate my emails into Bitrix24?
- Can I assign specific agents to specific clients?
- What if I need custom information fields in Bitrix24?
- How do I build my own website in Bitrix24?
- Can I link my product catalogue so my sales deals?
- Jo P