Determining starting positions

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Both the initial implementation of CRM and the change of the system used are necessary to achieve specific goals.

To make this happen, you need to assess your starting positions as objectively as possible and identify the tasks that need to be completed.

In this example, the Client decided to switch from amoCRM to Bitrix24, seeking to unite their sales and production departments in one system to increase efficiency. And the Completo team provided support to ensure the transition went as smoothly as possible.

Next, we will examine in detail each stage of implementing hungary consumer email list a new CRM system, and then draw conclusions about the mistakes made and give recommendations on how to avoid similar ones.

Stage 1. Setting tasks
At the start of a project, it is vital to clearly formulate the objectives.

For StickPeek these were:

1. unification of sales and production departments in one program to optimize processes
The company's sales team used amoCRM to manage clients and deals, while the production team managed projects, tasks, and archives in Wrike.

Consolidation of department work in one system (Bitrix24) was necessary to achieve greater coherence and integration of processes.

2. transferring data about clients, companies and transactions from AmoCRM to Bitrix24 without losing information
It was important to transfer everything related to transactions and clients, including data on companies and contacts, and in existing transactions to preserve the fields and interaction history so that managers could continue working without losing information.