Business sector
Telemarketing
Business goal
To make payments in CRM while saving the customers' billing info
Problem
Formerly, agents had to receive customers' payments in a third-party system and manually enter the data in CRM. It took a lot of time and made for mistakes and mix ups.
Tags: manual work, no automation, Excel is not enough
Solution
In the administrative panel of the Bitrix24 portal, create a Payment Systems section enter your registration data. The portal administrator can edit this data at any time.
Administrative panel — editing company's billing info
In the Lead and Contact CRM cards, add the Payment Means tab. It stores clients' billing info: details of their payment cards and accounts in various payment systems. The agent can add several payment methods and then select the one that is right for the client in any given situation.
After saving, all data gets automatically encrypted.
Lead / Contact card — adding client's billing info
On the top panel of the Deal card, add:
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a drop-down list with client's payment means;
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a drop-down list with payment systems that agent can use to receive payment;
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a window for entering the payment sum;
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a Pay button.
Deal card — fields for making payment
By clicking the button, the agent debits the indicated amount of money from the client's account, and the money automatically goes to the company's account in the specified payment system.
In the Deal card, add a Payment tab that would store all the information about the payments.
Deal card — information on transactions
For security purposes, set a limit on the amount of payment. In the general information section of the Deal card, add two columns under the main Amount and Currency:
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Total Paid — the amount of money that the client has already paid (in case the seller is ready to accept payment in increments);
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Balance — the total sum of the deal minus the amount already paid by the client.
The restriction works as follows: the operator cannot proceed with the payment that is more than the amount indicated in the Balance column.
Deal card — columns added to the About Deal section
How to make a payment in the Deal card: User Story
1. When contacting the company for the first time, the client gets registered in CRM as a Lead. In the Lead card, there is a tab called Payment Means. Having accepted the order from the client and agreed on the purchase of products, the agent enters the client's billing info (one or more payment cards and/or e-wallets) and converts the Lead to Deal + Contact.
2. On the top panel on the Deal card, the agent selects one of the payment means that the client wants to use this time, and one of the payment systems that allows making this transaction. Then the agent enters the agreed amount of money and clicks Pay. If needed, the agent can create a new payment means in the Contact card on the Payment means tab.
3. The indicated amount of money gets automatically debited from the client's card, and the information about the payment can be found on the Payment tab right away. The payment is complete.