Case KIT Consulting
Posted: Mon Dec 23, 2024 10:55 am
Colleagues from the integrator company KIT Consulting share a story about how amoCRM (or any other cloud CRM system) and UIS telephony can be used to automate a federal business that opens one new regional office per day. Briefly about the main character of the case. The company's area of activity is providing visa services to any country in the world. The company actively opens offices in all regions of Russia, helping them organize a franchise business. Every year, the company helps issue thousands of exit documents for citizens of the Russian Federation. Currently, the company's branches are open in more than 40 major cities in the country.
Goal: centralized sales automation
Content
Goal: centralized sales automation
Why UIS?
Why amoCRM?
Implementation
Development
Results: reduced costs, increased conversion and telegram greek franchisee royalties
The explosive pace of the company's development and the geographical distribution of franchised branches revealed the need to implement the concept of centralized automation of the sales process. The integrator faced the following tasks:
Reorganize the current unwieldy IT infrastructure.
Make the process of connecting new franchise partners fast and friendly.
Ensure transparency of the franchisee's work to enable remote control and support of its work by the central office.
The result of the sales process audit was the concept of comprehensive automation of work with clients. According to the idea, the core of the new infrastructure was to be the integration of the UIS virtual PBX and the amoCRM CRM system.
Why UIS?
The choice of the UIS operator was determined by the following advantages:
High quality of communication, reliability and fault tolerance for reasonable money. Relevant when thousands of calls are made daily by all branch operators.
Virtual PBX with a large set of functions "out of the box". Control of operators and call distribution is very important for such a branched sales department.
Regional numbers. The availability of virtual numbers in the codes of 70 regions of Russia covered all current and future needs of the customer to expand the branch network, allowing the use of one telecom operator in any corner of the country.
Possibility of a customized approach to CRM integration. The extensive capabilities of the UIS API for call management had the potential to implement a CRM integration that would perfectly meet the customer's requirements.
Why amoCRM?
Firstly, the client was pleasantly surprised by the simple interface, which even regional partners can quickly figure out. Secondly, the cost of implementation and setup, taking into account the integration, turned out to be acceptable even for small businesses.
Implementation
The first stage of implementing the new infrastructure was setting up the amoCRM account according to the customer’s requirements:
transfer of the transaction/client database from disparate tables;
setting up statuses and fields;
creation of automated processes (tasks, fields, statuses, notifications, etc.);
access rights delimitation;
implementation of the functionality for printing printed forms from the amoCRM interface;
customizing reporting and dashboards;
and much more.
At the same time, the integrator configured the UIS Virtual PBX, loaded the greeting, set up the voice menu, call forwarding scenarios, connected dedicated virtual numbers to all branches, set up SIP phones or a softphone plus headset bundle for all employees.
Despite the fact that the introduction of something new cannot be done without difficulties, positive changes in the company's work were already noticeable at this stage. Therefore, the KIT Consulting team took on the upcoming work on integrating all this into a highly effective bundle with even greater enthusiasm.
Development
1. Creating an automatic website generator for new franchisees
The integrator developed an IT solution that allowed creating a website for a new franchisee and hosting it on the server. As a result, the process of connecting and hosting a new website was reduced to 5 minutes. All that was required was to fill out a small registration card for the new franchise partner. The customer's employees were able to create a corporate website for the partner without involving a technical specialist at all.
Applications from the created website are also automatically uploaded to amoCRM without any extra settings and distributed to managers in the corresponding region.
Goal: centralized sales automation
Content
Goal: centralized sales automation
Why UIS?
Why amoCRM?
Implementation
Development
Results: reduced costs, increased conversion and telegram greek franchisee royalties
The explosive pace of the company's development and the geographical distribution of franchised branches revealed the need to implement the concept of centralized automation of the sales process. The integrator faced the following tasks:
Reorganize the current unwieldy IT infrastructure.
Make the process of connecting new franchise partners fast and friendly.
Ensure transparency of the franchisee's work to enable remote control and support of its work by the central office.
The result of the sales process audit was the concept of comprehensive automation of work with clients. According to the idea, the core of the new infrastructure was to be the integration of the UIS virtual PBX and the amoCRM CRM system.
Why UIS?
The choice of the UIS operator was determined by the following advantages:
High quality of communication, reliability and fault tolerance for reasonable money. Relevant when thousands of calls are made daily by all branch operators.
Virtual PBX with a large set of functions "out of the box". Control of operators and call distribution is very important for such a branched sales department.
Regional numbers. The availability of virtual numbers in the codes of 70 regions of Russia covered all current and future needs of the customer to expand the branch network, allowing the use of one telecom operator in any corner of the country.
Possibility of a customized approach to CRM integration. The extensive capabilities of the UIS API for call management had the potential to implement a CRM integration that would perfectly meet the customer's requirements.
Why amoCRM?
Firstly, the client was pleasantly surprised by the simple interface, which even regional partners can quickly figure out. Secondly, the cost of implementation and setup, taking into account the integration, turned out to be acceptable even for small businesses.
Implementation
The first stage of implementing the new infrastructure was setting up the amoCRM account according to the customer’s requirements:
transfer of the transaction/client database from disparate tables;
setting up statuses and fields;
creation of automated processes (tasks, fields, statuses, notifications, etc.);
access rights delimitation;
implementation of the functionality for printing printed forms from the amoCRM interface;
customizing reporting and dashboards;
and much more.
At the same time, the integrator configured the UIS Virtual PBX, loaded the greeting, set up the voice menu, call forwarding scenarios, connected dedicated virtual numbers to all branches, set up SIP phones or a softphone plus headset bundle for all employees.
Despite the fact that the introduction of something new cannot be done without difficulties, positive changes in the company's work were already noticeable at this stage. Therefore, the KIT Consulting team took on the upcoming work on integrating all this into a highly effective bundle with even greater enthusiasm.
Development
1. Creating an automatic website generator for new franchisees
The integrator developed an IT solution that allowed creating a website for a new franchisee and hosting it on the server. As a result, the process of connecting and hosting a new website was reduced to 5 minutes. All that was required was to fill out a small registration card for the new franchise partner. The customer's employees were able to create a corporate website for the partner without involving a technical specialist at all.
Applications from the created website are also automatically uploaded to amoCRM without any extra settings and distributed to managers in the corresponding region.