How to Implement CRM. Experience of AmoCRM and Bitrix24 Projects

In the era of widespread digitalization, modern business cannot do without digital tools, and small or micro-businesses are no exception. To ensure that a company operates as a system, the simplest way to achieve this is to use automation tools. For any commercial organization, a CRM system should become a key element of automation, which is the focus of this book. The author presents a step-by-step description of implementing CRM using the most popular systems on the market, AmoCRM and Bitrix24, which will help managers understand all the proposed options in the Russian context. The book is divided into sections, each examining issues important for a phased approach to the CRM implementation process. The material is accompanied by self-check questions and homework assignments, which allow for significant independent work on preparing the requirements for implementation. Following the recommendations will significantly increase the likelihood of success for your project, reduce the number of errors, and provide key insights on which questions to ask the integrator or how to launch CRM independently within your company. This publication is aimed at entrepreneurs and managers planning to enhance the efficiency of their sales department by implementing CRM.