Description
Practical use cases
Multi-stage deals

Multi-stage deals

11 out of 11

Booking is not just a convenient tool for scheduling appointments. It helps optimize company resources and efficiently organize customer interactions at every stage of the deal lifecycle.

Let's consider an example of a furniture manufacturing company. Here, the sales process begins with selecting materials and design, followed by production, delivery, installation, and warranty service.

Booking is useful from the first contact to post-sales service:

  • Initial consultation: Customers can schedule a meeting with a designer in advance.

    Example setup: Create a resource (specialist) and a CRM form for booking.
  • Room measurement: Schedule a time for a specialist to visit the site.

    Example setup: Create multiple resources, such as a measurement specialist and a company's vehicle.
  • Delivery: Choose a date and time for delivery.

    Example setup: Create resources for a team of movers and transportation.
  • Assembly and installation: Reserve a time for specialists to visit.

    Example setup: Create resources for the team and transportation.
  • Warranty service and repairs: If issues or defects arise, customers can book a time for a specialist visit.

    Example setup: Create a single resource (specialist) and a CRM form for booking.
  • Additional sales: Customers can schedule installations for additional modules, accessories, or replacement of consumables.

    Example setup: Create a single resource (specialist) and a CRM form for booking.

Examples from other industries

  • Equipment sales

    • Commissioning: Booking allows customers to select a convenient time for specialists to set up and launch equipment.
    • Regular maintenance: Customers can plan visits for preventive and technical maintenance in advance.
    • Repairs and troubleshooting: Booking helps customers quickly schedule repairs and choose a convenient time for a technician visit.

  • Installation and servicing of climate control systems (air conditioners, split systems)

    • Measurement and installation: Customers can book a convenient time for a specialist to visit the site.
    • Technical maintenance: Booking allows customers to plan cleaning and diagnostics visits in advance.

  • Office equipment (printers, MFPs, copiers)

    • Installation and setup: Booking helps coordinate a specialist’s visit for equipment connection and configuration.
    • Maintenance and repairs: Customers can schedule preventive maintenance or repairs in advance, avoiding downtime.

In this guide, we have covered three essential booking scenarios in Bitrix24.

By now, you should have a better understanding of how to create resources, combine scenarios, and make the most of your resources to keep everything running "on schedule".

For the Basic and Standard plan users, activating the first resource will automatically enable a 15-day trial mode. Explore all the features of Booking: schedule services for customers, configure automatic reminders via WhatsApp, and plan employee workloads.

Create your first resource now!

Create resource
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