Procrm

CRM for a coffee brand

How to quickly integrate CRM into business and train team Red Hot Coffee Beans is a coffee brand that requested that we choose and build a CRM system. It became vital to integrate these applications into a single system and create sales funnels because managers were spending more time processing consumers from the online store, different social networks, and messengers. The features were: Get the ability to send SMS to customers directly from the CRM Implement warehouse accounting Set up integration for fiscalization of orders Main tasks Following a thorough analysis of the request and an express-consultation to choose a CRM system, the client and the business analyst assigned the primary tasks. Pre-project analysis Audit and description of business processes in BPMN, description of process architecture, building a clear technical task Implement sales funnels Stages of a lead before its qualification, reasons for refusal, automation of SMS sending from CRM, order funnel with fiscalization Set up warehouse accounting Control of balances, production stages and shipment statuses of Nova Post Integrations Securely configured integrations with communication, fiscal, and telephony services Training team Train employees on how to work in the CRM system CRM Solution After a pre-project investigation, we chose a framework and actualized lead funnels and deals for comfortable handling of all orders. Automation of sending SMS messages utilizing the TurboSMS benefit has been set up and other integrative have been associated: a web store, Telegram, Viber, Binotel telephony, and mail. Stockroom bookkeeping has been actualized to control equalizations, the capacity to see the stages of generation, as well as the status of sending bundles, thanks to integration with the Nova Poshta account. In addition, integration with the CheckBox service was set up to fiscalize orders. After the successful implementation, the team was trained to work in the new CRM system. As a result, the client received All requests in 1 workspace Requests from different sources are now on 1 window, which significantly reduced the % of lost orders and increased the comfort of the manager's work Automated routine Automatic SMS sending directly from the CRM system and fiscalization of orders in 1 click significantly saved managers' time Control over coffee sales Convenient control of production stages and delivery statuses, as well as accounting for product balances Trained employees We conducted an introductory training that allowed the team to quickly learn the new CRM and get involved in the work.