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Help make a solution to the customer's pain

Good afternoon. The Client needs a system to store contacts in it. Leads come from social networks + physically. But right now there is absolutely no software that would allow them to save them for further sales, mailings and simply adequate maintenance with fixing any information. Could you provide a solution within our system?
Original question is available on version: ru

Answers:

Good afternoon.
Everything is pretty simple.
Set up a contact card and fill in customer information.
After that, it is stored in your system. You can enter almost any information into a contact card.
06.10.2020, 14:05
Original comment available on version: ru

Hello, your questions are too abstract. Can the system store contacts, leads from social networks, make mailings on them, and so on - yes, of course.
06.10.2020, 14:06
Original comment available on version: ru

Good afternoon! suggest customize
1.Instagram - to connect one account, you need 3 hours of a senior integrator. To work with Direct, the i2crm service is used, with the help of which we can receive and send messages to Direct. This is a paid service, the cost can be found on their website. We have a ready-made integration, you only need an i2crm account with a subscription (paid). As a result, a business process will be created for messages in Direct, for example, "Instagram Cases", then from this process you will be able to respond to the client back to his messages.
2. viber - to connect one account, you need 3 hours of a senior integrator, and also from the client side on the viber service, you must fulfill all the requirements and instructions of a senior integrator.
3. telegram - to connect one account, you need 3 hours of a senior integrator, and also from the client side on the telegram service, you must fulfill all the requirements and instructions of a senior integrator.
4. FB - in order to connect one account, you need 3 hours of a senior integrator, and also from the client side on the FB service, you must fulfill all the requirements and instructions of a senior integrator.
5. in order not to lose leads from mail, you need to set up actions for turning a letter into a task (preg template) so that a task is automatically created for the manager who will lead the client. It takes 2-4 hours for a senior integrator to set up the 1st preg template
5. Leads - you need to set up a BP for leading leads. set up PSU Lead 2-6 hours senior integrator.
6. Setting up the client base - for this it will be necessary to download the client database, for this the client must provide an electronic file (xml, exсel) that meets the requirements of the OneBOx system (an example of a file that should be provided to you by our specialist) + we recommend that you segment your clients by groups (create client groups), as well as configure the client card interface for client groups, in order to implement all this, it takes 5-12 hours for a senior integrator.
For a more accurate estimate or additional advice on implementation, we recommend contacting SheBo
OneBox official integrator
by contacts -
+380663508850
+380937846074
u.bolotian@shebo.com.ua
a.sheyko@shebo.com.ua
Thanks
07.10.2020, 22:27
SHEBO Original comment available on version: ru

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