Aksi Marsovich
Intergalactic expert
In order for the customer's client to receive their cargo, they need to know the numbers of their wagons.
We began to understand the situation - how the document flow, contracts, consignment notes, contract specifications, etc. are formed. In order to understand how the entire process occurs. Does the list of wagon numbers change after they are assigned to the client.
Business processes
As a result of the analysis, we have a business process that checks whatsapp number data each newly created transaction and each transaction to which any changes are made. At this stage, it is important to determine the moment when the wagon numbers are already known in order to automatically send the information to the client in a way convenient for him. That is, we added three new fields to the transaction card, which are designed to store all the necessary information on this process.
If the field with information about the wagon number is filled in (by the way, it is multiple, provided for cases when shipments are large and there are many wagons), then the business process checks whether such information has been sent to the client before (the client will be unhappy if every time changes are made to his card in the CRM, he receives the same wagon numbers).
If information is entered into the card that does not concern information about the carriage numbers, the process is completed without interaction with the client.
If new information about the wagon number is entered, and the check shows that it has not been sent before, then the process creates a task for the responsible employee to specify how to send this information to the client (four options are possible: by SMS to the contact, by email to the contact for the transaction, by SMS to the company number for the transaction, and by email to the company for the transaction). The process will send the necessary information to all directions that the employee selects.
However, if the required phone number or email is not indicated in any of the directions, the employee will receive a notification about this and report that the client did not receive the information.
Another example of how business processes in Bitrix24 allow solving such unique tasks.