Business process "Calling potential counterparties"
The business process "Calling potential counterparties" allows to organize communication with lost or potential counterparties on the stages of the relationship, regulates communication with customers and helps to increase sales growth.
Business process diagram
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Fig.1. Reference book "Status of interaction with contractors".
The reference book, depending on the status of interaction with the counterparty, indicates the frequency of formation of the business process.
Fig.2. Card "Interaction statuses", on the example of the status "Hot potential", indication of the period and setting "Generate business process".
Using the document "Classification of buyers by stages of relationship", you can determine statuses for counterparties. The document can be formed periodically by the routine task (Fig. 3).
Fig.3. Document "Classification of buyers according to stages of relationship".
Fig.4. Specifying the status of interactions in the counterparty card.
The routine task automatically creates business processes at intervals specified in the statuses of relations with counterparties.
After setting the period, the automatic formation of the “Calling potential counterparties” business process takes place (Fig. 5).
Examples of tasks
Fig.7. Formed task with the task of making a call to a potential counterparty with the choice of proposal preparation or refusal.
Fig.8. Formed task with the task of preparing a proposal to a potential counterparty.
Fig.9. Formed task with the task of preparing a proposal to a potential counterparty, options.
It is possible to implement this solution on the configurations of the BAS line (BAS Small Business, BAS Trade Management 3.2, BAS ERP, etc.).
Solution cost: from 10,000 UAH
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Online store of plumbing and heating equipment
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Transport logistics automated;
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Integration of the accounting system with the "Bitrix24" website;
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Website support and maintenance services;
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Implemented CRM 1.4 configuration by Rarus;
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Integration with "Binotel" virtual PBX completed;
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Lead management process automated;
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Configuration of SMS notifications to counterparties upon document status changes;
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Email marketing/mailing setup;
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Management payroll calculation automated.
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