Bitrix24 Case Study: Payroll Options

Learn how we solved this clients CRM & automation processes problem with a workflow solution to seamlessly automate most of the manual intervention in their process.

Payroll Options, UK
Solution: CRM & Automation Processes

Established in 1991, Payroll Options is a leading company in fast payroll solutions. With two data centres and focus on easy access and customer needs, they provide a consistent payroll services. Payroll Options provide staff training and advanced data validation showcases their dedication to compliance with payroll legislation. Therefore, their service resilient and adaptable to the ever-evolving demands of payroll solutions.

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The Problem

Payroll Options identified a pressing need to adopt a more digitally efficient system and solved the next issues:

1 – Transition from paper to digital for efficient client interaction tracking. This was crucial for optimally tracking and managing client interactions.
2 – Requirement for an integrated system to effectively manage significant web-based sales.
3 – The urgency of integrating website forms with Bitrix24 to ensure seamless data integration.
4 – The urgency of integrating website forms with Bitrix24 to ensure seamless data integration.

The Solution

With Intreface’s support, Payroll Options found the ideal solution in Bitrix24, which successfully addressed their challenges:

1 – Bitrix24 CRM System: Enhanced digital efficiency, transitioning from traditional paper processes.
2 – Smart Process Automations: Employed for query management and recording employee information.
3 – Collaboration with Intreface:
– Seamless integration of website forms with Bitrix24 via webhooks.
– Current project: Intreface are currently working with Payroll Options to implement a customised Help Desk.
– The implementation of Single Sign-On (SSO) remains on the horizon.

4 – Scalability: The platform’s adaptability facilitates growth and evolution in response to shifting needs.

Take a look at our other Bitrix24 case studies.

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Frequently asked questions:

We are looking for a CRM system, where do we begin?

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There are two types of Bitrix24, a cloud solution and an On-Premise solution. The cloud solution is licensed on user count and features, whereas the On-Premise is just licensed on the user count. We will advise the best solution as per your requirements.
Do Intreface offer support for Bitrix24?

Yes. We have tailored dedicated support packages based on the number of users you have and your support requirements. Check out our Bitrix24 support packages.
Do you offer training for Bitrix24?

Yes. All our support packages and implementation come with training hours. You can also purchase training hours separately whether you would like a recorded online session or training in-person in your office.

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