How to Avoid Employee Sabotage When Implementing CRM
Posted: Thu Jan 30, 2025 4:01 am
For the convenience of employees, we have added links to transactions in amoCRM to the corresponding records in Bitrix24.
This made it easier to get started with the new system and quickly go to old records in amoCRM if there was a need to check any information.
Tip : This step is necessary to ensure the continuity of the sales department and minimize disruptions when switching to a new system. We recommend using this life hack in such a situation.
6. connecting messengers and cloud PBX
As part of the transfer process, instant messengers for hungary consumer email list communication (Telegram and WhatsApp) and a cloud PBX were also connected, which made it possible to centralize all communications in one system.
Tip : This way you can improve interaction with customers and simplify the work of sales managers by providing them with convenient tools for interaction.
2024-06-13_16-47-11.png
Example of stages of interaction with the client. Image from the author's archive
In our case, the third stage showed how important it is to have a clear understanding of the data structure and use modern tools to automate tasks when migrating to a new CRM system.
Useful material:
Step 4. Transferring production department data
Transferring data from Wrike to Bitrix24 turned out to be more difficult than expected.
This made it easier to get started with the new system and quickly go to old records in amoCRM if there was a need to check any information.
Tip : This step is necessary to ensure the continuity of the sales department and minimize disruptions when switching to a new system. We recommend using this life hack in such a situation.
6. connecting messengers and cloud PBX
As part of the transfer process, instant messengers for hungary consumer email list communication (Telegram and WhatsApp) and a cloud PBX were also connected, which made it possible to centralize all communications in one system.
Tip : This way you can improve interaction with customers and simplify the work of sales managers by providing them with convenient tools for interaction.
2024-06-13_16-47-11.png
Example of stages of interaction with the client. Image from the author's archive
In our case, the third stage showed how important it is to have a clear understanding of the data structure and use modern tools to automate tasks when migrating to a new CRM system.
Useful material:
Step 4. Transferring production department data
Transferring data from Wrike to Bitrix24 turned out to be more difficult than expected.