Performia: from enquiry to graduating a group in one system
What the client came with
The company runs a lot of training and recruitment programmes, holds five legal entities and settles in several currencies. Sales, course delivery, account management and finance lived in different places and largely ran on manual work, so payments and installments were hard to control, training groups launched late, and the full picture of a client and the money never came together
Solution
We rolled Bitrix24 out across the whole cycle. The base was set up for five legal entities and four currencies, with two sales lines carrying qualification and payment control, a handoff into delivery and a training-group funnel with attendance and surveys across every programme and consulting. We added account management and upsell, finance smart-processes (installments, receivables and payables), electronic document flow and 20 document templates for the finance team. A BI dashboard brings the metrics into one window by product, sales, leads and customer behaviour, with charts for management. We trained the team by role and stayed with the launch for a month
Result
The path from enquiry to a graduated group and closed payments lives in one system. Payments, installments and debts are under control, training groups launch by checklist, and the manager sees the client, sales, leads and money in a BI dashboard instead of scattered spreadsheets
Before
sales, courses and money were counted apart
After
the entire cycle and end to end analytics in one window
Results of this project are specific to this client: they depend on the processes, data and team of that company. We do not guarantee the same figures elsewhere.
the entire cycle and end to end analytics in one window