A leading Russian company providing consulting, investment and agency services in the field of commercial real estate in Russia and the CIS turned to us for help.
The agency has over 250 employees. The company carries out projects in all major cities of Russia and in the CIS countries, forming, if necessary, transnational teams to solve complex problems.
The client base, communications with clients, transaction latvia mobile database management, revenue forecasting, and project team formation were all carried out in Salesforce CRM . As a result of the reorganization that took place, it was necessary to switch from a foreign CRM system to the domestic product Bitrix24 in a short time, since access to Salesforce was blocked.
The data from the old CRM system was downloaded into Excel files. Managers had to work in Excel to avoid being left completely without any customer relationship management tool.
Historical data on clients and transactions needed to be loaded into Bitrix24. At the same time, it was also necessary to preserve the data structure: connections between real estate objects and employees, relationships between objects.
In addition to transferring raw data to Bitrix24, it was also necessary to repeat the functionality that had already been implemented in the previous CRM and was vital in everyday work. The work of a large company is unthinkable without using a full-fledged CRM, the timing of the “move” was as tight as possible.