Property development / CRM / sales automation
HANSA Group: a shared sales process in CRM
Implemented Bitrix24 across departments, automated document workflows, lead distribution and set up Roistat analytics.
Role type
CRM leadership
About this case
Some details are withheld under confidentiality agreements.
Challenge
Connect lead handling, sales and document workflows in CRM so that departments follow shared rules.
What was done
- 01
Implemented Bitrix24 CRM across all departments, including sales.
- 02
Automated document workflows.
- 03
Developed custom lead distribution widgets.
- 04
Set up Roistat end-to-end analytics and sales scenarios.
Results
- Document workflows and lead routing were automated.
- Management gained reporting in Roistat.
- Manual steps in deal handling were reduced.
Tools and methods
Bitrix24 · Roistat · CRM automation · document workflows · lead distribution widgets
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