This way you can improve interaction with customers

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As part of the transfer process, instant messengers for communication (Telegram and WhatsApp) and a cloud PBX were also connected, which made it possible to centralize all communications in one system.

Tip : and simplify the work of sales managers by providing them with convenient tools for interaction.


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Example of stages of interaction with the client. spain consumer email list 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:
How to Avoid Employee Sabotage When Implementing CRM
Step 4. Transferring production department data
Transferring data from Wrike to Bitrix24 turned out to be more difficult than expected.

The main difficulty was the need to save not only the structure of projects, but also the entire history of employee interactions on each project, tasks, attached files, comments, so as not to lose the context and information on the progress of projects.
The first time we touched the system, we encountered a problem : the data export format allowed us to download only the names and descriptions of tasks in Excel, without attached files and comments.

Attempts to use various connectors and integration solutions (Albato and Wrike API) did not lead to the desired results. None of the methods were able to correctly transfer all the necessary information.