Data migration from a self-written CRM to Bitrix24 for an international producer of telematic goods

Client: 

An international producer of telematic goods. It was founded in 1985. The company develops and manufactures a wide range of innovative solutions for transportation, telematics, driver and passenger safety, diagnostics, and vehicle safety. It has more than 1 million implementations, presence in 65+ countries.

The problem faced by the client

Before contacting InformUnity, the company was using a self-written CRM system. However, during operation, a critical vulnerability was revealed: a potential data leak through sales managers.

This created serious risks:

• loss of confidential customer information;

• leakage of commercial offers and terms of deals;

• potential damage to the company's reputation;

• financial losses due to unfair competition.

In this regard, the management has decided to switch to a modern, reliable, and secure CRM system — Bitrix24.

The aims of the implementation

The InformUnity team was tasked with the following:

1. Organize a secure migration of data to the Bitrix24 CRM system.

2. Customize the CRM to fit the company's unique business processes.

3. Integrate third-party applications to expand the system's functionality

1. Data migration

We transferred data from the old system using Excel sheets. We used our unique Import from Excel application. During this stage, the following data was uploaded:

• customer contacts;

• information about partner companies;

• product catalog;

• transactions history.

2. Setting up CRM

We have carried out a comprehensive configuration of Bitrix24, adapting it to the specifics of the client's business.:

• Creating and configuring templates:

• the template of the waybill (packing list) for registration of delivery of goods (with automatic creation of documents);

• invoice template;

• A CRM form with fields: company name, first name, last name, phone number, e‑mail, website address, comment (a deal is automatically created based on it).

• Automation of routine processes:

• automatic naming of an email;

• automatic document numbering;

• setting up the location of key fields (delivery address, recipient) in the invoice and proforma templates.

• Access management:

• configure access rights for different user roles.

• Optimization of sales  pipelines:

• setting up a transaction funnel to visualize sales stages and control conversions.

3. Integration with 3rd-party systems

To expand the CRM functionality, we have enabled and configured the following services:

• PayPal — for accepting online payments;

• DocuSign — for electronic document signing (an application from the Bitrix24 Market).

4. Taking regional specifics into account

Given that the company's office is located in Israel, it is important that the system supports writing from right to left (Hebrew). This ensured a comfortable use of the system for local staff.

The project results

After the completion of the Bitrix24 implementation, our client received the following advantages:

1. Data security: The threat of information leakage through employees has been eliminated. The system provides reliable data protection through flexible access rights settings and centralized information storage.

2. Business process optimization: 

• reduction of time for paperwork due to templates and automation;

• improving the efficiency of communication between departments through a unified information environment;

• simplify control over deal stages through a visualized sales pipelies.

3. Scalability: Bitrix24 makes it easy to adapt the system to meet growing business needs and add new modules as needed.

4. User-friendliness: Hebrew support and intuitive interface have made the system accessible to all employees of the company.

Why Bitrix24 is a perfect fit for your business?

Bitrix24 is not only just another CRM system, but a comprehensive business management platform that:

• combines all key processes in a single system;

• provides a high level of data security;

• It offers flexible tools for automating routine tasks.;

• supports integration with popular services;

• adapts to regional peculiarities and languages.

Do you want the same?

If your company is facing similar problems — data leakage, inefficient customer base management, or difficulties in automating business processes — the InformUnity team is ready to help!

We will be glad to:

• audit your current system.;

• develop an individual solution based on Bitrix24;

• carry out data migration without loss of information and downtime;

• set up the system for your business processes;

• we will train employees to work with the new CRM.

Contact us today to discuss your project and receive a personalized offer!