iUM

CASE

COMPANY:

«Kons na bis»
International closed-type business club for entrepreneurs
Founded by Alexander Morozov, who created retail networks with an annual turnover of up to $5,000,000 in 4 countries

HOW WAS IT STARTED?

Choosing NetHunt CRM over Bitrix24 for business process optimization
The transition to a new CRM required an extremely careful approach, preserving the primary data
It was essential for the customer to regularly monitor various performance indicators of their business. However, the use of Excel to fill out the reports required a lot of effort and time, and often led to errors

WHAT WAS IMPLEMENTED?

NetHunt CRM
Setting up reports in Looker Data Studio (Google Data Studio)

RESULT:

Successfully transferred the database from Bitrix24 to NetHunt CRM, preserving all primary information and settings
Configured complex reports in Looker Studio, including the integration of various sales-related modules into a single report. Different modules were developed for each product line in the system
Formulas were developed in Looker Studio to merge data from different CRM modules into a single table and products into a single column. This allowed for detailed analysis tailored to the client's specific needs
Configured automated reports in Looker Studio to facilitate monitoring and analysis of key business performance indicators
Created individual workspaces for managers by separating different products into separate modules. This allows the system to display only the modules necessary for each individual's work