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The system integrates with the client’s personal account, so any changes in the account are automatically synchronized with Bitrix24. In addition to the main data (full name and customer contacts), information on all ordered services and invoices is synchronized with CRM.
The client can see his orders and add new ones, receive invoices and track their status, communicate with the support team, see the latest news and receive letters directly from his personal account.
Information about events now goes from WHMCS to Bitrix24.CRM (invoice issued, paid or expired, the package is activated or blocked, a new order or service cancellation).
Depending on the client's status will be configured automatic tasks: make a call with a reminder, send a newsletter with a profitable offer, etc.
TICKETS EXCHANGE (two-way)
Open in WHMCS ticket is immediately goes to Bitrix24 and the manager automatically receives the Task.
Manager can answer to the client in Bitrix24 and client receive the answer in WHMCS Client Panel.
A manager can invoice a client directly from CRM, and a document will be instantly sent to the billing system.
Now receiving a call from a client, you can see all the information about your previous communication and the services provided.
An example of implementation and use of a comprehensive solution for Internet, hosting and other service providers with workflow automation (sales, service delivery, customer service, analytics and more).
✔ Sales organization
✔ Accounting and customer service
✔ Exchange information with external IT systems
✔ Reports and analytics
✔ WHMCS & Bitrix24 integration module
The client falls into a certain sales funnel depending on how the order is made:
by the site, CRM-form, online-store, social networks, mail, by phone, etc.
The order came through a form on the website - Lead is generated.
Before entering the billing system, such orders must undergo certain processing — a sales funnel (for example, complex products, such as a cloud structure building service and other orders that requires discussion).
An order moves through an individually configured sales funnel, for example, a call to clarify details - a conf call with a technical specialist - preparation and sending a commercial proposal - (clarification or an order change) - invoicing.
The process is automated as possible due to robots' using. See how it works.
A new order through the Bag generates a Deal in Bitrix24 (or a Lead converts to a Deal in Bitrix24 and creates a new order in billing system).
After paying the bill, the service is activated. You decide what processes it will be accompanied by (for example, email notification, cloud deployment, sending a message with access data, etc.).
Integration with external systems to automate the provision of services is based on the capabilities of the Bitrix24 API. Through the API, any information is downloaded from the client or order for an external service and vice versa.
All information on the client and orders is in Bitrix24,
which means you can use all the features of CRM
and, most importantly, automate the after-sales service system.
An automatic funnel for conducting after-sales activities: robots will remind managers of the necessary actions or independently initiate the activity.
The client open ticket to technical support through a personal account.
Each ticket is reflected in Bitrix24 as a task,
and the employee can answer the client directly from CRM.
Send mailings on various events (promotions, special offers, congratulations, notifications, etc.) directly from Bitrix24 on a segmented client base.
Conduct customer surveys.
Send a mass e-mail, SMS-messages, messages in popular messengers.
Analyze the client and the activity (total income, payment history, group of services, support contacting) and assign automatic actions to events.
For example, a delay in payment of an invoice for more than X days will start the process of clarifying, charging interest or removing a service on the deadline day.
No call will be missed. Bitrix24 integrated with telephony captures all incoming and outgoing calls, recognizes calls from already existing contacts
(even before the start of the conversation you will know who is calling!) and saves the conversations history in the customer’s profile.
Data Synchronization (invoices, payments, etc.) between systems allows you to build complete reports on products and services, managers' efficiency, as well as make predictive calculations.
No more words, show me how it works!
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IONe is an open-source development kit for automation of cloud infrastructure based on OpenNebula.
Manage clients and payments, provide automatic data access, launch your own PaaS and automate more with iONe.