Procrm

The main problem was a very large flow of incoming applications to the cloud CRM system, which could not withstand such pressure and constantly failed. Therefore, the main request was to find a solution to this problem, choose another CRM or switch to a boxed solution of the existing system that would meet current and future business requirements, as well as implement all the necessary sales funnels and set up integrations. We implemented a boxed CRM system and customized the appropriate funnels for each of the business lines. The setup was carried out taking into account the future growth of the business and an even greater number of incoming applications. Automation of reminders in CRM for working with clients and automatic instructions for the sales manager were set up. Also, CRM integration with the website, WhatsApp and Viber messengers, and social networks was set up.  After all the settings, we gave the CRM system for testing, conducted training for employees and described the necessary instructions for work, after which the project switched to technical support. Read More

How to automate processes and digitize business? To reach a new level of development and revenue, a company needs to optimize its business processes, establish company management, and digitalize its business. We received such a request from a company that sells, installs, and maintains climate control equipment: “We want to set up a single system for the company, where everyone will work.” The company had a CRM, but at that time it was used by only 1 person out of the entire staff. The initial requirements were as follows: Make improvements to the equipment service funnels in the existing CRM system Build sales funnels: leads and opportunities, purchases Automate reminders and SMS sending Establish cooperation between departments in the system, conduct training Main tasks In accordance with the client's business requirements, the main tasks were set and completed Automate sales funnels Implement B2B and B2C sales funnels and automate them Set up service and support Properly set up and finalize the service and support funnel Set up integrations Set up the interaction of the system with the website, accounting system, messengers, and other external tools Implement an online office Transfer internal communication to the system and move away from walking around the offices Conduct employee training Train employees to work in the system, prevent employee sabotage Solution We have implemented comprehensive automation of the sales department, set up reminders for employees, SMS to customers, document flow, procurement process, and much more. We have set up and automated equipment repair and service funnels. An online office has been implemented, where management, approval, vacation, calendar, reminders, employee reports, time scheduling, etc. have been fully digitized and optimized. Integrations with a self-published website, Instagram and Facebook, Telegram and Viber, and the accounting system have been established. After successful implementation, training sessions were held for employees. Later, when it became clear how much automation was working, additional features were introduced: A project and task workflow with the necessary task templates. Regular sessions and trainings for employees A quality control department has been created Promotions funnel — a separate block where all information about marketing activities and promotions Systematized HR process and implemented HR funnel And many other processes that have been implemented and automated over the years of cooperation. Read More