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Oleksandr Korskanov

Offer Oleksandr work on your next project.

Kyiv, Ukraine

1 day 18 hours back

a little busy

3 Safes completed

2 years back

3 clients

on the service 7 years

Rating

Successful projects

Average rating

Rating

Consulting

28 place out of 608

Client Management & CRM

24 place out of 315

Client Management & CRM

Payment Systems Integration

CV

Experience:

• 1 year at White Sales: automation through CRM implementation, telephony, and G-Suite.

• 1.5 years at 3.14 internet marketing agency: implementation of CRM systems like amoCRM, Bitrix24, SpacePass, YCLIENTS, Zoho CRM.

• 1 year as Head of CRM Implementation at the Estet group of companies: implementation of Bitrix24 and YCLIENTS.

• Owner of Salesjam for 5+ years.

• Co-owner of the Royal Clean auto dry cleaning network.

Used to work with Products:

• amoCRM

• Bitrix24

• Zoho CRM

• Pipedrive

• YCLIENTS

• Profitbase

• Flatris

• Pact.io

Currently Working With:

• Pipedrive

• Zoho Suite (CRM, Desk, Cliq, Projects, Workspace, People, Connect)

• KeyCRM

• Flatris

• NetHunt CRM

• KeepinCRM

• SMS Services: TurboSMS/AlphaSMS

Telephony Tools:

• RingoStat

• Nextel

• Streamtelecom

• Binotel

Services Provided:

• Audit of business processes: analyzing the company’s as-is processes, identifying requirements, goals, and pain points (techniques: interviews, observations, document analysis).

• CRM implementation concepts: designing solutions to solve business challenges and automate processes.

• Business process modeling: as-is and to-be documentation in BPMN notation (Visio, Draw.io, Bizagi Modeler), tabular formats, or textual formats.

• Requirements prioritization and change management: aligning with clients and managing requirement updates.

• Project planning: creating project timelines, backlogs, and scope definitions using Worksection, Bitrix24, Trello, and Notion.

• Technical documentation: preparing specifications for CRM implementation, integrations, and system enhancements.

• System testing: verifying configured systems and developed integrations.

• Telephony logic and implementation: drafting telephony logic, overseeing implementation, and testing.

• System deployment and training: conducting offline/online training sessions for individuals or groups.

• Regulation development: creating operational guidelines for effective system use and skill evaluation post-implementation.

• Instructional materials: producing text/video guides for proper system use and adherence to guidelines.

• User performance analysis: tracking usage post-implementation and generating reports.

• Ongoing support: providing consulting and technical support.

• System customizations: integrating with Telegram groups, personal Viber/Telegram numbers via e-chat, accounting systems, and more.

Accomplishments:

• Successfully implemented 80+ projects across the following industries:

• Real estate developers

• Service sectors (clinics, beauty salons)

• Offline and online schools

• B2B manufacturers (long sales cycles)

• B2C manufacturers (retail, e.g., Perlahelsa)

• Agencies

• Law firms

Key Value Proposition:

• I have experience as both a business analyst and a manager. I currently use CRMs and previously worked in managerial roles to understand their perspectives. Additionally, I spent 4 months in sales, analyzing CRM adoption challenges, user discomforts, and objections.

• I’m results-driven. If the agreed-upon project outcomes are not achieved, I offer a money-back guarantee.

• During projects, I provide recommendations from my experience (95+ projects) to optimize existing processes and define workflows in formal regulations.

• Beyond CRM, I implement IP telephony, call tracking, and additional services (G-Suite, Profitbase/Flatris, Webster, YCLIENTS) to automate business processes.

• Post-project, I offer ongoing collaboration for further process optimization or system enhancements.

Skills and abilities

Outsourcing & consulting

Portfolio

CRM and chessboard for the developer to increase sales

Client Management & CRM

In today's business environment, effective customer relationship management is a key factor for success. Lev Development faced challenges in sales management and customer service but found a solution by implementing a CRM.

Challenges:

… - The increase in sales volume in 2021 led to difficulties in tracking customer interactions.
- Managers were unable to process all customer requests in a timely manner, resulting in customer loss.
- Communication was poor, and the manager could not track it due to a lack of tools.

Solution:

The client already had a CRM that they tried to set up independently, but we started with an audit. The team conducted an audit of business processes, configured the CRM system according to the company's needs, and provided training for employees.

Results:

- Managers became 20% more productive due to the implementation of customer work planning.
- The manager received a dashboard for managing key business metrics.
- The time to process customer requests was reduced by 40% due to automation and reminders to managers.

We provide ongoing support and technical assistance to the client. For all questions from managers, the project manager provides answers and helps with additional configurations.

#KeepinCRM #CRM #analytics
CRM for custom furniture sales

Client Management & CRM

Installation of CRM for custom furniture sales

In the modern business environment, effective customer relationship management is a key factor for success. The company had an established Bitrix24 system, but due to the system shutdown in 2022, it needed replacement to continue effective sales.

… Project challenges:

- Migration of the customer base and deals: The company STERKH had a large accumulated customer base that needed to be carefully transferred to the new system without data loss.
- Integration of old communication channels: Forms on the website, calls, quizzes, and messengers were connected to the old system. This required parallel integration into the new system with a clear transition plan for uninterrupted operation.
- Adaptation of managers to the new system: Managers were used to working in Bitrix24, so it was necessary to develop a detailed training plan for a smooth transition to the new system.

Which system was selected:

We selected Keeping CRM. KeepinCRM is a Ukrainian CRM system designed for automating business processes such as lead, customer, deal, task, inventory, finance, and document management. It allows businesses to improve customer interaction, increase efficiency, and streamline internal processes. It has the necessary functionality that satisfied the client.

What results did the client achieve:

- The client received formed and described business processes, which simplified the adaptation of new employees.
- Complete migration from Bitrix to KeepinCRM with the transfer of the database.
- Managers were trained to fully work in the new system.
- Instructions for working in the system were developed.

We provide ongoing support and technical assistance to the client. For all questions from managers, the project manager provides answers and helps with additional settings.

#KeepinCRM #CRM #analytics
KeepinCRM for the online store of armor plates

Client Management & CRM

Main implementation goals:

- The client requested to implement a CRM from scratch, as accounting was done in spreadsheets.
- Organization of sales business processes in the B2C direction (online store) and B2B (working with partners and companies).
… - Consolidation of all order sources into one system.
- Obtaining sales analytics.

What was:

- Orders were lost or the client was contacted late.
- There was no order processing process in the B2C direction.
- Lack of an effective process in the B2B direction.
- The manager did not understand which order was at which stage.

What became:

- All orders on one screen, allowing for online sales analysis.
- All inquiries or orders go into one system.
- Automated processes set up to ease the manager's work.

We provide ongoing support and technical assistance to the client. For all questions from managers, project managers provide answers and help with additional settings.

#KeepinCRM #CRM #analytics
Migration from Bitrix24 to KeyCRM for an event agency

Client Management & CRM

Migration from Bitrix24 to KeyCRM for the event agency "Dядя Жора Company"

In the modern business environment, effective customer relationship management is a key factor for success. Dядя Жора Company faced issues with the existing Bitrix24 system: in 2022, all accounts were deleted, raising concerns about preserving the customer database and business processes.

… Challenges:

- Blocking of Bitrix24 and urgent search for an alternative.
- Preservation of the customer database and interaction history.

Solution:

Transition to KeyCRM.

KeyCRM is a Ukrainian CRM system designed for small, medium, and large businesses. It provides effective management of customer relationships through integration with various communication channels and automation of business processes. This system integrates with all messengers, the website, and telephony.

Implementation process:

- Steps and stages of CRM implementation.
- Customized sales funnels according to business processes.
- Connected virtual telephony with the ability to record calls from mobile phones.
- Connected Viber and Telegram numbers.
- Integrated company messengers: Instagram, Facebook.
- Imported customer database.

Results:

- The client preserved the customer database and sales processes.
- The client received a new system to enhance sales efficiency.
- Photo of the system's demo cabinet.

We provide ongoing support and technical assistance to the client. The project manager answers all questions from managers and supervisors and assists with additional settings.

#KeyCRM #CRM #analytics
Zoho Bigin CRM for medical equipment sales

Client Management & CRM

Implementation of the Zoho Bigin CRM system for Protech Solutions Ukraine

Protech Solutions Ukraine is a key player in the Ukrainian market of high-tech medical equipment and furniture.

… Challenges:

- Lack of a centralized database of clients and deals.
- Unclear level of efficiency of managers' work.
- Lack of key performance indicators for the sales departments of medical equipment and furniture.

Solutions:

- Data centralization: Creation of a unified database of clients and deals with access rights segregation.
- Process optimization: Implementation of a standard working process for all sales managers through Zoho Bigin.
- Performance monitoring: Establishment of a key performance indicators (KPI) system for the sales departments, allowing tracking and analyzing the efficiency of each manager.

Results:

- Improvement in managers' work: All managers began to work according to a unified process through Zoho Bigin, which increased consistency and efficiency in their work.
- Centralized database: A single database with access rights segregation provided easy access to information and enhanced data security.
- Increase in efficiency: The efficiency of managers' work increased by 15% due to automation and standardization of sales processes.
- Transparency for management: Managers gained access to dashboards with key indicators in Zoho Bigin, allowing better control and management of sales processes.

Conclusion:

The implementation of the Zoho Bigin CRM system at Protech Solutions Ukraine significantly improved sales management, increased the efficiency of managers' work, and provided transparency and control for management. This helped the company strengthen its position in the market and ensure a high level of customer service.

We provide ongoing support and technical assistance to the client. For all questions from managers, the project manager provides answers and helps with additional configurations.

#ZohoCRM #ZOHO #analytics
KeyCRM implementation for an international hair removal studio

Client Management & CRM

Client's website - Laserestetics

In the modern business environment, effective customer relationship management is a key factor for success. Laserestetics faced the problem of being unable to control incoming traffic of inquiries and lacking up-to-date marketing analytics. Managers manually filled out reports and forgot about clients.

… Challenges:

- Clients are processed chaotically without a unified algorithm.
- There is no single process for handling incoming inquiries.
- A lot of time is spent on generating reports daily and monthly by the manager.
- Communication with clients occurs in different programs without timely control.
- The workload and effectiveness of managers are unclear.

Solutions:

- Implementation of KeyCRM from scratch and connecting 19 sources into one system.
- Development of a dashboard in Google Looker Studio with conversions by studios.
- A series of training sessions and certification for studio managers.

KeyCRM is a Ukrainian CRM system designed for small, medium, and large businesses. It provides effective management of customer relationships through integration with various communication channels and automation of business processes. This system integrates with all messengers, the website, and telephony.

Implementation process:

- We conducted in-depth interviews with managers to build the sales funnel.
- Developed a project plan and a scheme of business processes.
- Set up the system "turnkey".
- Connected 19 channels for potential client inquiries:
Instagram two pages,
Facebook messages two pages,
Facebook forms,
Viber number,
Viber - bot,
Telegram number,
Telegram - bot,
company website with UTM tag fixation,
Phone calls,
Email,
Quizzes.
- Imported client database

Results:

- All 19 inquiry channels are integrated - everything in one window.
- A systematic process for handling inquiries has been established.
- Manual report generation has been reduced by 100% - reports on leads are generated automatically.
- The workload on managers and their effectiveness has become clear.
- The owner can more easily scale the studios.

We provide ongoing support and technical assistance to the client. For all questions from managers, the project manager provides answers and helps with additional settings.

#KeyCRM #CRM #analytics
PIPEDRIVE CRM AND IP-TELEPHONY FOR A FINANCIAL ORGANIZATION

Client Management & CRM

About the client:

Sjednej.cz - an innovative platform in the Czech market that combines the best Czech tools for comparing loans, insurance, energy, and mortgages. It provides detailed information about insurance, utilities, mortgages, and loans.

… Main goals of implementation:

The client approached the company with a request to help realize ideas for automating work processes.

The request included:

- Conduct an audit of existing business processes and prepare a solution scheme for automation.
- Integrate WhatsApp numbers into Pipedrive for the possibility of correspondence by managers from work numbers.
- Set up and implement a sales funnel.
- Configure automatic creation of PDF contracts and questionnaires.
- Create a solution for automatic reminders to managers about forgotten clients.
- Integrate virtual telephony for one-click calls and call recording, with call analytics.
- Set up automatic distribution of incoming requests among managers if they have the status "Working". In case of pauses or breaks, managers should not receive leads.
- Train on how to work correctly with Pipedrive and provide ongoing support.

Work process:

Stage 1. Study of the client's processes
Audit of existing business processes and preparation of a solution scheme for automation.

Stage 2. Configuration and integrations
- Integration of WhatsApp numbers with Pipedrive.
- Setting up and implementing a sales funnel.
- Automatic creation of PDF contracts and questionnaires.
- Automatic reminders to managers about forgotten clients.
- Integration of virtual telephony for calls and analytics.
- Automatic distribution of incoming requests among managers.

Stage 3. Launch into operation
- Training on proper use of Pipedrive.
- Ongoing support.
- Project team
- Business analyst
- Project manager
- Developer
- Project budget

Initial situation:

- Lack of a proper application processing procedure.
- Managers forgot to call clients back.
- Communication history with clients was lost; calls and correspondence were made from personal phones.
- Lack of sales analytics in the system.

Achieved results:

- Managers trained to work according to defined processes and rules.
- The system reminds managers about forgotten clients.
- Applications are automatically distributed among managers if they are present at their workplace.
- Calls and correspondence are stored in the client's card in the system and accessible in a few clicks.
- Managers can create contracts or questionnaires in a few clicks in the system.
- Email templates are available for managers.
- The manager receives sales analytics on the dashboard.
- The client receives analytics on the dashboard and is trained to work with it.

We provide ongoing support and technical assistance to the client. For all questions from managers, the project manager provides answers and helps with additional configurations.

#PipeDriveCRM #PipeDrive #analytics
Viber, Telegram, WhatsApp numbers for Zoho CRM and How to increase speed

Client Management & CRM

Solution: E-chat + Zoho Widget
We created a widget based on the E-chat platform that fully integrates with Zoho CRM and allows:

- To initiate first messages in Viber, Telegram, and WhatsApp;
… - To send a message in Telegram first by number or by nickname (in case the number is not used or hidden).
- To conduct correspondence directly in the Zoho interface;
- To automatically record the entire communication history in the client card.

Advantages of the widget
Centralized communication history: All correspondence is stored in the CRM;
Ease of use: Managers work in the familiar Zoho interface;
Automation: Ability to set triggers, templates, and auto-responses;
Increased conversion: You do not wait for the client to write — you act first.
CRM for a wood product manufacturing company

Client Management & CRM

CRM for the production of wood products by Verba based on Zoho One

Verba-VV is a Ukrainian company specializing in the production of wood products.

… Client request:

- Conduct an audit of existing business processes and settings.
- Develop a growth and automation plan for the sales department based on Zoho One.
- Configure printed forms of commercial offers.
- Develop a growth and automation plan for the logistics department based on Zoho One.
- Ongoing support and adjustments of the Zoho system.

Solution:

We have allocated an analyst and a developer for full support and development of the client.

Implementation process:

- An audit of processes and existing settings has been completed:
- An interview with the company manager was conducted to analyze business processes.
- An interview with the sales department manager and the chief manager was conducted.
- An interview with the logistics department manager and the chief manager was conducted.
- An automation and settings plan was developed.
- Modules for Deals, Counterparties, Contacts, Commercial Offer were configured.
- Employees' emails were connected.
- Automation between modules was set up: when the logistics manager marks the delivery status, the deal status changes.
- Adjustments to settings were made after previous contractors.

Results:

- The efficiency of Verba's sales department has increased.
- Regular development of the system based on requests from managers and the manager.
- Work has significantly improved; the CRM has become a system that is actually used, with both sales managers and logistics working in it, unlike before.

We provide ongoing support and technical assistance to the client. For all questions from managers, the project manager provides answers and helps with additional settings.

#ZohoCRM #ZOHO #analytics
Implementation of Zoho CRM for lightbox manufacturing

Client Management & CRM

Zoho CRM for the production of lightboxes and modular stands

In today's business environment, effective customer relationship management is a key factor for success. Novodek implemented a basic CRM with another integrator but faced issues when the previous integrator did not provide quality support and maintenance. This led to prolonged delays in resolving management issues.

… Zoho is a comprehensive platform for business tools that offers a wide range of applications for managing various aspects of business. It is suitable for enterprises of any size but is particularly popular among small and medium-sized businesses due to its flexibility and affordability.

Client request:

- Conduct an audit of existing business processes and settings.
- Ongoing support and adjustments of the Zoho system.

Solution:

- We allocated an analyst and a developer for full support and development of the client.

Implementation process:

- An audit of processes and existing settings was completed using a checklist of 45 items.
- A plan for automation and settings was developed.
- Chatbot settings on the website were completed.
- Issues with virtual telephony were identified and resolved.
- Automation between the leads and deals modules was developed.
- Adjustments to settings were made after previous contractors.
- Additional metrics were configured in the dashboard.

Results:

- The efficiency of Novodek's sales department has increased.
- Regular development of the system under the manager's guidance.
- Work has significantly improved, and the client receives quality support.

We provide ongoing support and technical assistance to the client on a regular basis. For all questions from managers, the project manager provides answers and helps with additional settings.

#ZohoCRM #ZOHO #analytics
Transition from Bitrix24 to Zoho CRM for the distance learning school

Client Management & CRM

ONLINE SCHOOL 977: modern distance education from any corner of Ukraine and the world

Website https://977.com.ua

… Client's needs and wishes:

- Ability to transfer the client database from Bitrix24.
- Assistance in developing the sales business process.
- Working with multiple funnels: new and repeat sales.
- Automate client interaction processes.
- Ability to integrate requests from the website.
- Ability to specify parents and children in the client card.
- Ability to automatically log calls.
- Ability to generate PDF invoices and contracts.
- Logging all inquiries from Facebook, Instagram, Telegram.
- Having dashboards and analytics in the system that will be generated automatically.
- Training for managers and the supervisor.

What has been done:

- Meetings and analysis conducted
- Two meetings held to analyze previous wishes and requirements for the system.
- Selected the Zoho system and developed a project estimate and implementation plan.
- After starting work, five meetings were held with the supervisor for auditing existing processes and a sales funnel scheme was created considering automation.
- Configuration of the Zoho CRM system
- Sales funnels.
- Additional fields.
- Developed a custom interface for the system.
- Connections between parent-child cards.
- Automatic tasks for the manager.
- Automatic tasks if the deal is pending for more than 2 days after the proposal is voiced.
- Document and contract templates.

Integrations and additional settings:

- Connected virtual telephony to log all inquiries and the ability to listen to conversations.
- Integrated website requests with UTM tags for advertising campaign analysis.
- Set up the ability to specify children and parents in one card.
- Connected the client's email for the ability to send emails.
- Integrated the SmartSender chatbot platform with all messengers: Instagram, Facebook, Telegram.
- Transferred the client database from Bitrix24.

Training and support:

- Held four meetings for training managers and the supervisor.
- Recorded video instructions for using the system.
- Supported the client and assisted with additional questions, adapted new managers.

Previously:

- Clients were not systematically managed in Bitrix24.
- The account expiration was approaching, and there was a threat of data deletion (Bitrix was deleting all systems in 2023).

Now:

- Sales processes are configured.
- All inquiries are captured in the system and processed by managers.
- Analytics is generated automatically, and the supervisor can analyze metrics on the dashboard from a computer or phone.
- Control of managers and their metrics is now transparent.

We provide ongoing support and technical assistance to the client. For all questions from managers, the project manager provides answers and helps with additional settings.

#ZohoCRM #ZOHO #analytics
Zoho CRM for online courses for sailors

Client Management & CRM

Education Marine: educational platform for sailors - practical knowledge for navigators that you won't find in books

Client's website educationmarine.com

… Client's needs and wishes:

- The client implemented from scratch with other integrators who could not fulfill all the client's wishes. They turned to us for support and consulting.
- Analyze the existing system settings.
- Provide recommendations for improvements.
- Resolve existing technical issues.
- Implement additional requests: setting up business processes, analytics, and staff training.

Work process:

- Conducted four meetings to analyze previous wishes and requirements for the system.
- Created a work plan and began addressing the most urgent issues.
- We have been supporting the client since 2023 with existing tasks and helping to develop the system together with the client.

What was:

- The system was not fully configured by previous integrators.
- Previous contractors responded slowly and could not resolve some tasks.

What has become:

- We took the client's system under full support since 2023 and are still working on it.
- At the beginning, we conducted an audit and provided consultation on how to improve business processes.
- We continue to develop the client's system and help resolve technical tasks.

We provide ongoing support and technical assistance to the client on a regular basis. For all questions from managers, the project manager provides answers and helps with additional configurations.

#ZohoCRM #ZOHO #analytics
Uspacy CRM for the official distributor of Develon equipment

Client Management & CRM

The group of companies "Industry" is the only company in Ukraine that is the official representative and distributor of Develon (formerly Doosan). They provide a full range of services, including sales, warranty and post-warranty service of modern road construction and quarry equipment Develon.

Client's website https://www.ind-group.com.ua/

… The client contacted the company with a request to implement the "Uspacy" system.

The main needs were as follows:

- Transfer data from Bitrix24: contacts, deals, employees, tasks, and more.
- Assistance in developing the sales business process.
- Connecting Binotel telephony for call recording.
- Integration with the website with the ability to collect UTM tags.

Work process:

- Conducted a meeting to analyze previous wishes and requirements for the system.
- Configured Uspacy:
- Sales funnels.
- Additional fields.
- Connected virtual telephony to record all inquiries and the ability to listen to conversations.
- Integrated applications from the website with UTM tags for advertising campaign analysis.
- Transferred the client database from Bitrix24.
- Recorded video instructions for using the system.
- We support the client and assist with additional questions.

What was:

- Clients were kept in notebooks.
- There was no single database to track deal statuses and sales funnels.
- The activities of managers were unclear.

What has changed:

- All inquiries from potential clients of the client automatically enter the system.
- A single client database is segmented by access rights.
- Sales funnels have been implemented for control and forecasting.

We provide ongoing support and technical assistance to the client. For all questions from managers, the project manager provides answers and helps with additional settings.

#UspacyCRM #Uspacy #analytics
CRM for sunflower oil production Lux-oil

Client Management & CRM

CRM for the sunflower oil production procurement department. How to start managing your clients and increase the efficiency of managers?

The company Lux-oil - oil extraction plant.
Client's website http://lux-oil.com.ua/
…
The production of unrefined sunflower oil, sunflower meal, pellets from sunflower husks, and sunflower phosphatidic concentrate is carried out by the Sofiivskyi oil extraction plant of LLC "Lux Oil". To date, the enterprise provides a full cycle of sunflower oil production at its own facilities and offers the possibility of quality processing of sunflower seeds.

The client approached the company with a request to select a CRM system and assist with comprehensive implementation and training.

The client faced the following difficulties:

- All agreements with clients were recorded by managers on paper sticky notes, which led to managers forgetting whom they needed to call back.
- During the season, managers received many calls and lacked the ability to record notes in one place for the supervisor to check.
- The supervisor could not track whether the client had been contacted and what was agreed upon.
- When a manager left, all history of interactions with clients was lost.
- There was no way to calculate basic sales department metrics: number of calls, number of inquiries, work done per day, week, month.

How we helped overcome these challenges:

- We conducted a deep audit of existing business processes and examined the existing documentation.
- We developed a project implementation plan and chose a simple system, Zoho.
- We set up the workflow with new and existing clients.
- We connected calls - all conversations are recorded.
- We configured analytics metrics.
- We conducted a series of training sessions for managers and supervisors.

We provide ongoing support and technical assistance to the client. For all questions from managers, the project manager provides answers and helps with additional configurations.

#ZohoCRM #ZOHO #analytics
CRM for a law firm and saving up to 10 hours of management time

Client Management & CRM

How to save up to - 10 hours on accounting for all inquiries and automate routine tasks?

Company: Vasyl Kovtash Law Office.
Client's website: https://ofis-advokativ.com.ua/
…
The law office is a legal company that provides a wide range of services, including:

- Document preparation: drafting claims, complaints, petitions, and other legal documents.
- Criminal defense: representation of suspects, defendants, and convicts at all stages of criminal proceedings, including support during searches, seizures, and interrogations.
- Family disputes: full support in divorce matters, property division, alimony collection, and determining children's place of residence.
- Assistance in traffic accidents: pre-trial and trial support for insurance cases, monitoring the collection of funds under insurance policies.

The company has offices in the cities of Rivne, Lviv, Sarny, Dubrovytsia, and the town of Rokytne, providing convenient access to their services for clients from various regions.

Thanks to a team of experienced lawyers, each specializing in their field, the law office guarantees a professional approach and effective solutions for its clients.

The client approached the company with a request for a "turnkey" integration and training for the team on effective work. The client had a negative experience with a previous contractor, and our values suited him best.

The client faced the following challenges:

- Clients were lost: sources of client inquiries were chaotically stored in different places, and managers forgot to communicate.
- High marketing costs, and the manager did not understand the overall picture regarding clients and cases.
- Client history was lost: it was difficult to remember what had been discussed with clients.
- When a lawyer left, all history of interactions with clients was lost.
- There was no way to calculate basic sales department metrics: number of inquiries, work done per day, week, month.

How we helped overcome these challenges:

- We set up the inquiry processing process in the Pipedrive system.
- Connected calls, Telegram, Instagram, Facebook - all inquiries are now in one place.
- Set up key analytics metrics.
- Conducted training for managers, lawyers, and the manager.

Why does a law firm need CRM?

Imagine you have a thick notebook where you write down all your clients, their cases, court hearing dates, and important details. At first, everything seems simple, but over time, the pages become too many, notes get mixed up, and some cases can even be lost.

CRM is a smart program that replaces this notebook and significantly simplifies life.

We provide ongoing support and technical assistance to the client. For all questions from managers, project managers provide answers and help with additional settings.

#PipeDriveCRM #PipeDrive #analytics
CRM for a distributor of high-quality packaging products

Client Management & CRM

CRM for distributor of high-quality packaging products Inferra Pack

Company: Inferra Pack.
Client's website: https://www.inferrapack.com/ua/
…
Inferra Pack is a distributor of innovative, high-quality packaging products and disposable tableware for the HoReCa segment and food retail in Ukraine.

The company is also the official representative in the Ukrainian market of global packaging brands manufactured in the USA, such as: Fabri-Kal, Fold-Pak, Pactiv. In its work, it focuses on an innovative approach and green technologies for the production of packaging materials.

The client reached out with a request - to systematize work with clients to increase sales. The following difficulties were mentioned:

- There was no accounting for potential inquiries regarding products, which did not allow for planning marketing expenses.
- All information about clients was scattered in different places, and the manager did not have a single client database and communication history.
- It was impossible to track which commercial proposal was at which stage, and clients were forgotten.

How we helped overcome these challenges:

- We analyzed and described the sales business process to provide a unified "Rules of the Game" for managers.
- We selected a CRM system based on 43 criteria.
- Completed all technical settings of the CRM for the client.
- Developed a custom module for the client that allows importing invoices from the 1C system into the CRM. This module automatically recognizes the Excel document and records data from the table into the required fields, allowing for analytics on executed invoices.
- Set up sales department analytics.
- Connected the website so that inquiries automatically entered the system.
- Conducted 5 meetings for training managers and the supervisor.
- Conducted certification on system knowledge.
- Developed individual video instructions for adapting new managers.
- Trained the foreign branch to work with the system, significantly increasing their productivity.

How long did the setup take?

The entire project lasted 1.5 months: from the start of the first meetings to conducting training on proper system usage.

We provide ongoing support and technical assistance to the client. For all questions from managers, the project manager provides answers and helps with additional settings.

#ZohoCRM #ZOHO #analytics
CRM for the online psychology school of Academician Losev

Client Management & CRM

CRM for an online psychology school

Company: The Illogical Method of Academician Losev.
Client's website: https://akademiklosev.com/
…
Akademik Losev is a company that helps eliminate deep psychological blocks and change life scenarios using an author's methodology without hypnosis or esotericism. Training includes 70% practice, available online and offline.

The client reached out with a request:

- To select and replace the Russian system amoCRM with ZohoCRM.
- It was necessary to transfer the existing database of hundreds of thousands of records to the new system.
- To integrate 10 landing pages of the company into ZohoCRM.
- To integrate the webinar platform WebinarStars so that applications from webinars would automatically enter the system after completion.
- To integrate payment systems WayForPay.
- To integrate access openings in the LMS system Kwiga after the manager made a sale.
- To integrate applications from the ManyChat chatbot platform.
- To set up business processes in ZohoCRM.
- To set up detailed analytics for sales and marketing.
- To integrate the financial accounting system.
- To conduct a comprehensive training on working in the new system for managers.
- To set up business processes for handling technical inquiries.
- To connect the UniTalk telephony so that calls would synchronize and enter the system automatically.

How we helped implement the system:

- We analyzed and described the sales business process and created sales funnels to provide unified "Rules of the Game" for managers.
- We prepared data for migration.
- We performed all technical settings of the CRM for the client.
- We connected traffic sources: landing pages, chatbot platform, WebinarStars.
- We developed the structure of modules: leads, deals, contacts, accounts with payments.
- We set up sales department analytics, where the manager could see payments by day, "bank of the future" for payments, and the performance of sales managers.
- We set up marketing analytics, where the marketer could analyze key traffic sources, channels, UTM tags, conversions over periods.
- We developed automated business processes in the system.
- We held 5 meetings for training managers and the supervisor.
- We conducted an assessment on knowledge of the system.
- We developed individual video instructions for adapting new managers.
- We provided support for several months after implementation.

Thus, managers have a convenient program for managing their client base, planning reminders, while the supervisor can control their department based on numbers and plan scaling.

What difficulties arose in the project?

- Migrating the database of hundreds of thousands of records took more time than planned due to the presence of API limits in amoCRM.
- The migration was carried out using a combined method, namely: through export/import of tables and writing a script that synchronized the remaining data. It was necessary to synchronize several thousand records daily by running the script from scratch to avoid blocking the amoCRM API.

How long did the setup take?

The entire project lasted 2 months: from the beginning of the first meetings to conducting training on proper work in the system.

We provide ongoing support and technical assistance to the client. For all questions from managers, the project manager provides answers and helps with additional settings.

#ZohoCRM #ZOHO #analytics
Zoho CRM for selling online courses through webinars

Client Management & CRM

Zoho CRM for selling online courses through webinars

Company: Liberty Space.
Client's website: http://libertyspace.pro//
…
Liberty Space is a company that conducts training on building proper relationships in a couple.

The client requested the implementation of ZohoCRM:

- It was necessary to import the customer database into the new system.
- Integrate 2 landing pages of the company into ZohoCRM.
- Integrate the webinar platform WebinarStars so that applications from webinars are automatically entered into the system after completion.
- Integrate the payment systems WayForPay.
- Integrate access openings in the LMS system Kwiga after the manager made a sale.
- Integrate applications from the ManyChat chatbot platform.
- Set up business processes in ZohoCRM.
- Set up detailed analytics for sales and marketing.
- Integrate the financial accounting system.
- Conduct comprehensive training on working in the new system for managers.
- Set up business processes for handling technical inquiries.
- Connect the UniTalk telephony so that calls are synchronized and entered into the system automatically.

How we helped implement the system:

- We analyzed and described the sales business process and created sales funnels to provide unified "Rules of the Game" for managers.
- We prepared data for migration.
- Performed all technical settings of the CRM for the client.
- Connected traffic sources: landing pages, chatbot platform, WebinarStars.
- We developed the structure of modules: leads, deals, contacts, accounts with payments.
- Set up sales department analytics, where the manager could see payments by day, "bank of the future" for payments, and the performance of sales managers.
- Set up marketing analytics, where the marketer could analyze key traffic sources, channels, UTM tags, conversions over periods.
- Developed automated business processes in the system.
- Conducted 5 meetings for training managers and the supervisor.
- Conducted certification on system knowledge.
- Developed individual video instructions for adapting new managers.
- Provided support for several months after implementation.

Thus, managers have a convenient program for managing their customer base, planning reminders, and the supervisor can control their department based on numbers and plan scaling.

What difficulties arose in the project:

- It was necessary to implement the functionality for controlling duplicates, as one potential client could attend dozens of webinars and needed to be merged into a single contact. For this, we programmed our own "duplicate controller."

How long did the setup take:

The entire project lasted 1 month: from the beginning of the first meetings to conducting training on proper work in the system.

Why does the client need CRM?

The CRM system in the sales department helps ensure organization, automation, and analytics of processes, which ultimately leads to increased team efficiency.

What is CRM? It is a smart program that replaces this notebook and significantly simplifies life. It helps:

- Store all data in one place. Customer contacts, interaction history, documents, and tasks — everything at hand, nothing gets lost.
- Remind about important events. CRM will automatically remind about meetings or tasks that need to be completed.
- Save time. Instead of searching for the necessary information in notes or emails, you will find it in a few clicks.
- Control the team's work. Easily check who is responsible for what and at what stage each commercial proposal is.
- Improve customer service. Your customers will always be timely informed about the status of their orders, which will increase their trust.

#ZohoCRM #ZOHO #analytics
CRM for visa services HotVisa

Client Management & CRM

Transition from HubSpot to Zoho One for HotVisa

Company: HotVisa.
Client's website: https://www.hotvisa.com.ua/
…
HotVisa specializes in providing visa services, helping clients obtain visas to the USA, the UK, Canada, Australia, Japan, and South Korea. They offer a personalized approach to each client, analyzing their situation and selecting the appropriate type of visa. With 15 years of experience and a high level of professionalism, the company has achieved a 98% success rate in visa approvals.

The client reached out with a request to find an alternative to HubSpot.

The client was using the HubSpot system and had a large amount of data in the system. Due to the lack of certain capabilities in automation, reporting, and the high cost of the subscription, the client turned to us for help in finding a more powerful CRM alternative.

This project required speed and professionalism, as the HubSpot subscription was ending by the end of the year, and we needed to quickly transition to a new system.

What did we do and how did the transition process to the new system unfold?

- We analyzed the existing HubSpot settings.
- Conducted in-depth interviews to analyze the business processes of the sales department.
- Conducted in-depth interviews to analyze the business processes of the support department (accounting).
- We described the process in a simple document and developed a "map" for the transition to the new system with clear dates. The challenge was that the system needed to be launched on January 2nd to start collecting analytics in the new system.
- Configured the system according to the client's processes.
- Integrated the website so that all inquiries went into the CRM with UTM tags.
- Integrated telephony so that all calls were recorded.
- Set up key performance indicators for the sales and accounting departments.
- Configured advanced analytics on the Zoho Analytics platform.
- Integrated the Send Pulse system so that inquiries from Instagram went into Zoho CRM.
- We developed a custom interface design for managers.
- Set up client database security so that no one could delete or export data.
- Conducted training on working in the system for all employees and the manager.

Result:

The client received a convenient and functional system for scaling sales and marketing.

Thus, managers have a convenient program for managing their client database, planning reminders, while the manager can control their department based on numbers and plan scaling.

What difficulties arose during the project?

- It was necessary to transfer hundreds of thousands of records into the system at the time of launch.
- For this, we wrote a software script that transfers data, but the transfer itself took several days, which required a clear start date to "switch" from one system to another.
- During the transfer, the connection was interrupted several times due to system limits, but our development team handled the task.

Why does the client need a CRM?

A CRM system in the sales department helps ensure organization, automation, and analytics of processes, which ultimately leads to increased team efficiency.

Why choose us for collaboration?

- We work for results.
- We apply the methodology from simple to complex in processes.
- We develop solutions thinking about people first.
- Experience from hundreds of projects gives us great insight, allowing us to solve your tasks with expectations exceeded at 11 out of 10.

#ZohoCRM #ZOHO #analytics
Dashboard in Zoho Analytics - end-to-end analytics

Consulting

We developed a dashboard for end-to-end analytics for an online school with hundreds of applications per day.
Metrics:
CPM (Cost Per Mille — cost per thousand impressions)
CTR (Click-Through Rate)
… CPC (Cost Per Click)
Impressions
Reach
Frequency
Bounce Rate
Conversion Rate (CR)
Lead to Customer Rate
Average Order Value (AOV)
Time to Conversion
CPL (Cost per Lead)
CAC
LTV
ROAS
ROMI
Churn Rate
Retention Rate
Net Promoter Score (NPS)

#ZOHO #Analytic
CRM for the contact center in the company UnMomento dry cleaners

Client Management & CRM

Implementation of CRM for the contact center at UnMomento
In today's business environment, effective customer relationship management is a key factor for success. UnMomento dry cleaning faced challenges in managing inquiries through various channels, such as: website forms, phone calls, messages in messengers, and chat on the website, making it impossible to obtain analytics from internet marketing.

About the client
… UNMOMENTO is a network of dry cleaners in Kyiv, operating since 1996. The company offers a wide range of services: dry cleaning of clothing, shoes, furniture, laundry, clothing and shoe repair, cleaning, and special treatments for items. It has over 50 drop-off points in the city and provides services for corporate clients. UNMOMENTO also offers delivery, and their technologies allow for quality processing of delicate items. The company emphasizes high service and preservation of the quality of your belongings.

Challenges for implementation

Diverse inquiry channels: UnMomento received requests through 8 different channels (website, phone calls, messengers, chats), complicating centralized management and integration of customer requests.
Analytics and evaluation of marketing investments: Due to the lack of a unified CRM system, it was difficult to track the effectiveness of advertising campaigns and calculate the return on marketing investments.
Inconsistency in workflows: The lack of standardization in processing requests leads to the loss of potential customers and deterioration of service.

The solution we proposed

Implementation of KeyCRM for the dry cleaning. KeyCRM is a Ukrainian CRM system designed for small and medium-sized businesses. It provides effective management of customer relationships through integration with various communication channels and automation of business processes. This system integrates with all messengers, the website, and telephony.

What is the implementation process

9 meetings were held to analyze and build the business process of the contact center.
Business processes were described and configured in the CRM system.
Virtual telephony was connected with the ability to record calls.
Viber and Telegram numbers were connected.
The company's messengers were integrated: Instagram, Facebook.
3 company websites were connected.
A deep integration with the accounting system for customer exchange was developed.
5 meetings were held for staff training.
Subsequent support and consultations on issues are being provided.
What results did the client achieve
The client received formed and described business processes, simplifying the adaptation of new contact center employees.
Centralized management of all requests from 8 channels.
The marketing director can track indicators from internet marketing.
CRM Zoho for UmanHimTrade: chemical raw materials wholesale

Client Management & CRM

Implementation of Zoho One CRM for UmanChemTrade: automation of B2B sales of chemical raw materials

Company: UmanChemTrade
Client website: https://uhtrade.com.ua/
…
UmanChemTrade is a leading supplier of chemical raw materials in Ukraine with over 14 years of experience. It specializes in supplying high-quality components for the pharmaceutical, food, cosmetic, and biotechnology industries and has the appropriate license for trading active pharmaceutical ingredients. The company serves over 500 clients annually, has its own logistics, an efficient team, and an extensive partner network across the country.

Goals the client wanted to achieve
The main goal is to select and implement a CRM system that will allow automating B2B sales, centralizing the customer database, improving the control of managers' work, and providing the manager with access to dynamic analytics for daily management decisions.

What difficulties did the client face without CRM?

- Difficulty in controlling key KPIs: number of calls, meetings, sent commercial proposals.
- Lack of structure in working with regular clients — funnels were informal.
- Forgotten calls or overdue tasks regarding clients.
- Lack of SKU analytics necessary for managing inventory.
- All communication history with clients was stored only in the managers' heads.
- Inability to assess the effectiveness of marketing expenses — leads were not registered.

How did we help solve these tasks?

- Described the sales process and created standardization of actions for the manager in CRM.
- Selected Zoho One as the optimal CRM based on 43 criteria.
- Set up funnels, typical actions, templates, and client cards.
- Implemented automatic tasks and reminders.
- Added dynamic fields for calculating LTV, last order date, number of orders, etc.
- Connected email for convenient communication with clients from the CRM interface.
- Integrated IP telephony with call recording and analytics.
- Set up website integration with CRM — all requests automatically create leads. The manager immediately sees these requests, and the marketer understands which advertising campaigns the inquiries come from.
- Ensured secure distribution of access rights to keep the database safe without the possibility of downloading and theft.
- Connected Google Ads for tracking requests and conversions in sales.
- Built an analytics system: reports on leads, deals, KPI performance.
- Deployed a BI dashboard in Zoho Analytics for analyzing SKUs, categories, sales cycles, and the ability to deeply analyze the database.
- Conducted three CRM training sessions for managers.
- Provided training for the sales department manager.
- Certified managers after training on their knowledge of the CRM system.
- Integrated CRM with the internal accounting system for data exchange about contractors, orders, and order statuses. Thus, whether the manager places an order in CRM, the logistics department processes the order, and the integration returns information about the status and receivables to the CRM manager.

We provide ongoing support and technical assistance to the client. For all questions from managers, the project manager provides answers and helps with additional settings.

#ZohoCRM #ZOHO #analytics
Implementing NetHunt in a logistics company

Client Management & CRM

The goal of the NetHunt CRM implementation project
- To build a sales process for managers and executives in the CRM system in order to systematise the work process and start controlling managers in the funnel.
- To start receiving analytics in the online mode of the sales department.

… A comprehensive implementation of the system was carried out:
1. Audit of business processes "As it is now" and drawing up an automation scheme "As it should be".
2. Setting up sales funnels: Leads, Service implementation.
3. Connecting corporate mail for employees.
4. Connecting and setting up Ringostat telephony.
5. Setting up the calculation of the transaction profit based on different types of customer payment and tax on the transaction.
6. Setting up the calculation of the manager's salary in the deal.
7. Setting up analytics.
8. Development of a custom dashboard in Google Looker Studio.
9. Connecting forms on the site to the system.
10. Setting up the generation of PDF documents: contract, application for transport.
11. Setting up automation of reminders.
12. Setting up modules and blocks of the system: carriers, documents, document numbering, customers, sales and leads.
13. Building links between sections.
14. Conducting 3 training meetings: sales managers, logisticians, accountant, manager.
15. Support and additional tasks.

Result: the sales process is built in the system, routine operations are automated, the manager sees the profit on the transaction and the activities of managers.
Implementation of Zoho One in the Online School

Consulting

It has been introduced tools ZohoCRM, Zoho Survey, Zoho Drive, Smart Sender, Binotel.List of works:
Registration of a new CRM cloud account.The invitation of employees to the system;
- Configuration of security controls (rolls, the distribution of the rights to view information, the creation of user profiles, the setup of groups and the hierarchy of the distribution of data).- Establishment of restrictions on employees' rights to the creation, review, direction, removal and export of lies, contacts and other modules.- Customization of Modules of Agreement, Ladies, Contacts, Products, Task under the data described in Step 1.- Establishment of validation and rules of filling fields in ice cards, agreement, contact according to the business process described in stage 1;
- Creating the Canvas design (visual look of the card) of the essences of Agreement, Ladies, Contacts, Products, Task.Disconnecting unnecessary modules and reports.- Setting the sales wheels according to the business process described in stage 1;
… - Configuration of the automatization block on the defendant (tools settings, emails) with a standard function.- Set up the start page (record analytics for roles).- Configuration of sales reports and dashboards (incorporated in CRM) according to the concept described in stage 1.- Set the main menu of the system (inputs, tabs).Connecting Virtual Telephone (Binotel)Link to Facebook Leads.Create a telegram work for messages.- Settings of web hacking on the defense of sales to send messages on events in the group telegram.- Writing integration with the Smart sender (the first message creates a link/contract).- Testing the scenarios of the manager's work, checking integrations.- Writing the software code for synchronization of applications on the site.- The user fills out the form - the application creates an agreement / ice in the system.- Name, telephone number, UTM is sent to the card field.Testing of integration.Tagged with: zohocrm
Implementation of CRM for the Commercial Area

Client Management & CRM

KeepinCRM was implemented in the commodity business, 10 managers.The project is implemented in the next stages.The stage 1.Study of the client processes.- Analysis and description of the current business processes of the company "How is it now".Analyze and make a list of actions of each user depending on the role and/or section.- Determining the number of stages in the defense of sales required to realize the goods/services.Composing a business process scheme.The stage 2.Implementation and Integration:
Sales for entrance and weekend sales.- Contact cards, agreements under the client processes,
- The rights of access to review, change, removal, export, etc.- Integrated by phone Binotel.The online store is connected to the good.The online store is promoted.- Integrated New Mail and TNT Generation and Delivery Tracking.Integrated by Ukrpost.Integrated website of the company.- Connected Wi-Fi chat for communication.Automatic sending of SMS.The “Store” module.Sustainable storage and recording.- Installed templates of documents for the automatic generation (accounts, bills, acts).The “Financial” module.Validation of fields.- Installered triggers for the auto-work setup for turning.- Imported base of existing customers.Customer segmentation for re-sales.Processing of the system:
- Developed integration with TurboSMS for the automatic sending of WiberSMS client.- Developed integration with Liqpay (generation of a link to the payment during the transition into the stage).- The validation "Forbidden managers to translate the agreement to the next stage if there was no call."- Developing so that in the next stage certain managers can be translated after the payment is completed.Stage 3.Start in operation:
… Three meetings were held for the training of work in the system.Video instructions for managers.The support:
The client is accompanied on a timely basis:
and consultations.to work.
Automation of the sales department in the security agency

Client Management & CRM

ANTITERROR SECURITY GROUP is a great experience in the field of provision of security services and a comprehensive solution of security issues with respect to the principle of individual approach to each client.The task
Enter amoCRM and connect all channels of communication.What will structure sales, organize the business process of working with new and existing customers, control the current status and lead the customer to the successful completion of the transaction.The key system has been fully implemented and all the above tasks have been solved.The implementation period was 14 days.After the implementation, the customer was given consultative support for 2 weeks and technical to this day.What we managed to with the help of amoCRM:

Systemic customer accounting has begun.
… Concentrate staff on work with a client base;
The manager began to receive information on each transaction online;
Managers started processing transactions according to instructions, which led to the growth of the customer's purchases;
We have started working efficiently and efficiently with potential customers.
It is clear in which phase each customer is sold.
Increased sales by means of system interaction with the customer;
Efficiently began to control the quality of the work of the sales department at any time;
They received statistics and analysis of the effectiveness of work with the base.
Automatization of two OP developers "Orlan Invest"

Client Management & CRM

Task No1
Introduce the system for the operation of the sales department, which will allow to solve important tasks: keep the customer account, safely store the customer base and history of interaction, put the channels of communication into one system, work remotely with the help of the mobile application, see the statistics of the efficiency of the operation of the sales departments in two cities.Task No. 2
Enter IP telephone to two sales departments - Vishnevovo i Irpen, so that all calls are recorded and stored in the CRM.The result:
After several stages we managed to implement AmoCRM for two sales departments in Vishnev and Irpine.At the end of the project, the following tasks were successfully implemented:
…
The ability to account all customers from any source in one place.- Safe to store the customer base and history of interaction (callings, mailing, messaging) with potential, existing and past customers.- Communicate channels of communication: entering and coming calls, mail, Facebook, - in one system.- Control the stages of work with the customer in two sales departments.To carry out internal communication between the employees of the company within the framework of a specific transaction or group conversations.Control the performance of the tasks with reminders.- Get access to SRM from any device having its own login and password, and the manager receives information on each transaction in the online mode.Work remotely with a mobile app.Increase sales through systemic interaction with the customer.- Exercise quality control of sales department work at any time.- Get statistics and analysis of the effectiveness of the work of the sales departments on Vishnev and Irpine.Send SMS from the company from the window of the system.
Bitrix24 for franchise in KIdIT child IT school

Client Management & CRM

About the client
Client company KidIT is the first in Ukraine IT school for children from 5 years.The main idea of KidIT is to give the opportunity to Ukrainian children already today to obtain the foundations of technological literacy.Acquire the basic skills that become must have for successful self-realization in the future: creative, work with information, teamwork and communication.The task
To automatize the distribution of the leads between the franchise participants, namely the delivery of the leads to the necessary franchise, and the possibility of fixing the calls in the system, so that no leads were lost.The result:
Automated grammatical distribution of leads between participants - delivery of leads to the necessary franchise, namely:
… Each franchise receives its “some” client – all entering applications from the site are in the system and are automatically distributed depending on the selected city;
All the correspondence of the manager with the clients was visible in the system;
Introduction analytics on working with customers: how many customers are processed, what status in the customer, what they bought and in what quantity, etc.
Implementation of AMOCRM. The Grace Clinic

Consulting

The client:
Clinic of Plastic and Aesthetic Surgery in Kiev - GRACE

It was made:
…
- Analysis and description of the current business processes of the company "How is".Analyze and make a list of actions of each user.- Identify users who will work in CRM.- Determining the number of stages in the defense of sales required to realize the goods/services.- Analysis of the current customer base, drawing up a list of necessary additional fields.- Optimization of technical solutions for fixing additional information:
IP is a telephone.+ Connecting to the site.Connecting messengers (viber, whatsup, telegram, facebook, vk, instagram).SMS is a notification.E-mail is an email.Corporate or personal mail.Methods for automating business processes:
+ Automatic triggers at the stages of the wheel.Automatic forming of contracts or accounts.Developing a technical task.Technical work in written form.Agreement of technical task with the contractor.Registration in the amoCRM program.The primary armor.- Configuration of additional fields in agreement cards, contacts, companies.Preparation of the customer base for import.Adding employees to the CRM with breakdown on the departments
- Establishment of limitations of employees' rights to the creation, review, direction, deletion and export of contacts, agreements, companies.The mail of the customer and:
Preparing templates for work with the mail.Setup of signatures

Presentation and agreement of the initial settings of the Contractor.Text and video - instructions.and teaching.
Implementation of CRM in the IMP Clinic

Consulting

The client:
International Multifunctional Clinic Imp-Clinic.

The Task:
… Introduction of amoCRM in the clinic, organization of telephony.

It was made:
A brief meeting.
- analyzed business processes and described in the form of a technical task.
The hosts are targeted by the customer.
- connected widget smsc.ru for automatic sending SMS sent by template to customers.
Connected phone by Binotel.
Text instructions are developed.
The training video material.
Training of Managers and Administrators.
PipeDrive CRM + Istat24. White apple

Client Management & CRM

The Task:
Structurate and automatize the sales of the furniture company "White Apple".

It was made:
… Audit sales department, business process analysis.
The PipeDrive CRM is implemented.
Istat24 is a virtual phone call tracking. All calls fall into the SRM, there is the opportunity to evaluate the quality of calls of employees, analyze efficient traffic channels, build reports on calls.
Enterprise package G-Suite is implemented.

#pipedrive #crm
CRM setting for the GlobWork Recruitment Agency

Consulting

The task
Analyze the business process of recruitment GlobWorks, set up amoCRM, perform training.

It was made:
… Analysis of business processes.
Description of business processes.
CRM is a business process of working with candidates and employers.
Automatization of the armor.
Settings and registration of the SMS service. Connect to CRM.
Connecting the phone by Binotel.
Working regulations for managers.
Training of managers.
Introduction of CRM in the Co-working of the United States

Client Management & CRM

The task
Implement the CRM system for the management of coworking, which would simplify the work of administrators and help managers quickly obtain statistics on the work of coworking as a whole.The client used the Excel table placed in the DropBox storage.This file contains the following information:
- the client base, provided that the administrator does not forget to enter the client;
Information on the payment of the abonnements;
… - information about the arms of various local coworking;

The difficulty was that the administrators had the ability to delete records, which caused problems when serving the client, as well as when making the report.There was no understanding of how many free places there are at that or another interval of time.It has been set up a control system for Spacepass.We had to find another vendor that would close the customer's needs.And that we succeeded.Spacepass.pro is a cloud system for automation of all major operating and part management processes in the co-working, namely:

- the management of the base of residents (both natural persons and organizations);
Resource management;
Order and booked;

The system also provides:

- online calendars of booking negotiating rooms, conference rooms and offices;
- Constructor of tariff plans and discounts;
Plans of space;
Infographics and Analysis of the Network of Spaces

Now the system allows you to see the main indicators on the dashboard, namely:

The brown
Customer migration between tariffs
orders
Selling the tariffs
Schedule: New Users
The last orders
Load of spaces
The upcoming tariffs
The Birthday of the Customer

The system allows you to quickly make the sale, book the negotiation or add the client/organization with the help of the buttons, which makes it possible to quickly and conveniently serve the customers.
CRM for 4 companies on Instagram. Children's Furniture

Client Management & CRM

The task
Introduce a single system of customer relationship management and IP telephone for the sales department. Connect all communication channels into one system.

Analysis of the situation
… At the beginning of the negotiations, the client carried a account in the blocknotes and Excel. The main channel to attract customers was Instagram. Since the client has 4 pages in this social network, where each is fixed by a separate company, we have the task of bringing everything into one SRM system, dividing employees, so that they do not give information to each other.

made by:
Introduced amoCRM to manage customer relationships, Binotel IP-telephone to fix in-and-out in the SRM system calls and i2CRM service to connect all 4 Instagram accounts.
Implementation of CRM-Systems in the OP company "Lezard"

Client Management & CRM

DERNEK GROUP was founded in 1970 in Turkey.The tasks
Introduce the system for the operation of the sales department, which will allow:
Working with a customer base.
Accelerate the performance of routine tasks.
… - Trace what they buy, which groups of goods they order, which distributors have long not bought.Control the performance of the tasks by employees of the company.
Each employee has access from any device via the Internet through his own login and password, and the manager receives information on each transaction in the online mode.
Work remotely with a mobile app.
Get statistics and analysis of the effectiveness of the work of employees.

The result:
The customer began to systematically collect and carry account, safely store the client base and history of interactions (calling, mailing) with potential, existing and past clients;
It has been possible to conduct internal communication between the employees of the company within the framework of a specific transaction or group conversations;
It has been set up an automatic task module with reminders;
Managers have access to the system from any device through the application with their own login and password.The manager can now receive information on each transaction online;
Managers were given the opportunity to work remotely using a mobile app;
The manager can now obtain statistics and analysis of the effectiveness of the work with the base;

After the completion of the project, we fully introduced amoCRM into the business client.He began to collect and keep accounts of all clients, safely store the base, receive all statistics and analytics on the work of managers remote and quickly, without having to summarize a million data in Excel tables.by #crm #amocrm
CRM in the sales department of PAT"Brovarskaya Plastic Factory"

Client Management & CRM

The tasks
Implement the CRM system for the work of the sales department, which will enable to collect and account customers, to work efficiently and qualityly with potential customers, to understand at what stage the sales are each customer, to get statistics and analytics of the efficiency of work with the base.Analysis of the situation
But the moment of cooperation the client carried out all actions with the clients in personal blocknotes, from which part of the information was then manually entered in 1C.The main problems that have been identified:

… Lack of control of managers;
theft of customers;
Loss of customers.The solution:
It was decided to introduce the amoCRM "Cloud Version", connect the mail boxes of managers and corporate mail, since.It solves all the tasks and pain of the client.As a telephony was chosen the service "My calls", as this is the optimal solution for fixing conversations in customer cards in CRM using mobile phones.The result:
The key system has been fully implemented and all the above tasks have been solved.The implementation period was 14 days.After the implementation, the customer was given consultative support for 2 months and technical support for today.What I managed to do with the help of amoCRM:
Systemic customer accounting has begun.
- Concentrate staff on work with the client base;
- The manager began to receive information on each transaction online;
- Managers started processing transactions according to instructions, which led to the growth of the customer's purchases;
Start working efficiently and efficiently with potential customers.
It is clear in which phase each customer is sold.
Increased sales by means of system interaction with the customer;
- Efficiently begin to control the quality of the work of the sales department at any time;
- Have received statistics and analysis of the effectiveness of work with the base.
Introduction of amoCRM to the online store Decoza.moms

Client Management & CRM

The task
Implement a single system of customer relationship management.Connect your Instagram account to lead all the communication through the CRM system.Decoza is the Ukrainian manufacturer of exclusive children’s accessories for mothers and babies.They work throughout Ukraine, and also provide a service - dropshipping.Analysis of the situation
Before the start of the project, the client led all the customers in a blocknote.The main channel to attract customers is Instagram.All communication with the client occurred directly in the application.Decision
After studying customer wishes, I chose the amoCRM system to manage customer relationships and the i2CRM service to connect the Instagram account.
…
At the first stage, all business processes were described and documents with recommendations were drawn up, taking into account the automation of application receipt.After the end of the success, we passed to the second stage.We have created a system of sales and additional fields, according to the previously prepared technical task.You have also linked Instagram to amoCRM.For example, if the customer asks the price of the goods on the Instagram page, the system creates an application and it comes to the responsible manager.At this point, a notification is received.The manager communicates with the client directly from amoCRM, puts tasks, and manages the status.In the third stage, the system settings were presented and the customer confirmation was received.Instructions were developed and managers training was carried out.Results
As a result, the customer received a fully-adjusted system, which enters all the calls of existing and new customers.Managers always know what to do with each customer.In the system there is a task module with reminders.The manager is easy to control the performance of the business and make the right decisions.#Crm #Crm #Crm
Imagine the business process in the BPMN notes

Consulting

The Task:
Process a large amount of text information from the customer’s briefing and describe the business process “to be” in the form of diagrams in the BPMN note.

Results
… The business process was modeled and a detailed description of each scheme was made (8 pieces). The process itself consists of two oriented: tender and classic transactions.
Tuning atelier "Tuning Service" based on amoCRM

Consulting

The task
Introduce the system for the operation of the sales department, which will allow to collect and keep the customer account, as well as safely store the base;
Connect all the channels of communication into one system and further conduct internal communication between the employees of the company within the framework of a contract transaction on the client.The result:

… The customer began to systematically collect and carry account, safely store the client base and history of interactions (calling, mailing) with potential, existing and past clients;
All channels of communication: entering and outgoing calls, mail, instagram, facebook were reduced to one system;
Under the directions of "Service Service" and "Sales of Combinations for Tuning" began to control the work with the client;
It has been possible to conduct internal communication between the employees of the company within the framework of a specific transaction or group conversations;
It has been set up an automatic task module with reminders;
Managers have access to the system from any device through the application with their own login and password.The manager can now receive information on each transaction online;
Managers were given the opportunity to work remotely using a mobile app;
The manager can now obtain statistics and analysis of the effectiveness of the work with the base;
The possibility appeared to automatically send SMS from the name of the company directly from the system window.After the completion of the project we fully introduced amoCRM into the business client, where the client could gather and keep the account of all customers, safely store the base, receive all statistics and analytics on the work of managers remote and quickly, without having to summarize a million data in the Excel tables.
Business process to submit applications for transport Bitrix

Consulting

The task
Implement the automated business process to submit applications for transport.Participants in the process are the managers of two companies.Make possible to make a report on the submitted applications.Results

The business process has been set up to submit applications.The process begins with the application submitted by the manager of 1 company 1, he fills the fields for transport and sends the application to the manager of 2 company 2.At this point, the system establishes the status of "Send to work" for the manager 1.Manager 2 receives a notification that a request has been submitted and a task to respond to the request and indicate the necessary data:
… Manager 2 fills the fields and indicates if there is the requested resource for the necessary time.In the form of filling there is a phone field, where validation is programmed for the correctness of the introduction of symbols.Depending on the answer, the process scenario will go several ways.If there is - then the answer will be sent to the manager 1 with the notification that the necessary resource is on the declared time and data about it.If the manager 2 responds that there is no necessary resource for the requested time, he will indicate the alternative time and send the manager to the agreement 1:

If the alternative option is not suitable, then the manager 2 will receive a notification about this and the task will suggest another option.The cycle will continue until the manager 1 approves the positive option.Then, the manager 1 will appear a task to enter information about the resource arrival.At the request of the client, the process was completed, so that it was possible to change the resource to fill out the fact of the arrival of the car.This section of the process was completed:

The process ends with the filling of the manager of 1 company 1 information about the fact of the arrival of the car and the value.If the application needs to be cancelled, he can do it in the same window.
Automatization of the Dighton. The AMOCRM

Consulting

Task No1
Introduce the system for the operation of the sales department, which will allow to solve a number of tasks - to keep the customer account, safely store the customer base and history of interaction, to put the channels of communication into one system, to work remotely with the help of the mobile application, to see the statistics of the efficiency of the operation of the sales departments in two cities.Task No. 2
Introduce IP-telephony to two sales departments - Kiev and Dnepr, so that all the calls were made from the mobile phone.Mission No. 3
Automation of contracts.Analysis of the situation
… At the time of cooperation the customer was in the process of launching sales departments in Kiev and Dnepr.The result:
After several stages we managed to implement AmoCRM for two sales departments in Kiev and Dnepr.At the end of the project, the following tasks were successfully implemented:

The ability to keep accounts of all customers from any source in one place.Safe storage the customer base and history of interaction (callings, mailing, messaging) with potential, existing and past customers.Communication channels: entering and coming calls, mail, Facebook, WhatsUp, Viber - in one system.Control the stages of work with the customer in two sales departments.To carry out internal communication between the employees of the company within the framework of a specific deal or group conversations.Control the performance of the tasks with reminders.You will get access to SRM from any device having your own login and password, and the manager will receive information on each transaction in the online mode.Work remotely with a mobile app.Increase sales through systemic interaction with the customer.Exercise quality control of sales department work at any time.They will receive statistics and analysis of the effectiveness of the work of sales departments in Kiev and Dnepr.Send SMS from the company from the window of the system.
Introduction of Bitrix24 to the Penov Group Group

Client Management & CRM

About the client
PenovGroup - high-level works of Kiev.high work of any type and level of complexity.Decision
Bitrix 24 + IP - telephone

… What was done?Several brief meetings were held, where the objectives of the project, the tasks were indicated, the business processes of the company were detailed.A technical task was developed and agreed.Enterprise portal Bitrix 24 + CRM to solve the following tasks:
Connect all the channels of communication from different sites to one system (Viber, Telegram, Instagram, Facebook comments, Facebook direct).Organize the corporate IP telephone, set the widget "Call me", to have an analytics on calls, set the self-responsor in a non-working time and more quality to provide services to customers.Analyze the channels addressed, build reports.They systematically gather the customer base for segmenting customers and further marketing activities.Interaction within the company, setting tasks to each other.It was also done:
Prepared training materials (video, process of work with customers).A training event was held with all the employees of the company.Proved the certification.#Bitrix24 #crm

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Reviews and compliments on completed projects 3

More than 6 months ago 3

16 June 2023 54 USD
Installation of SalesIQ

Quality

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Professionally and proactive.
We work further

Alex Chornovol | Personal | Response review

15 June 2022 169 USD
Description of the business process and creation of the CRM concept

Quality

Professionalism

Cost

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Everything was great! Thank you very much!

Alex Void | Personal | Response review

13 May 2019 76 USD
Анализ бизнес процессов и подбор CRM системы

Quality

Professionalism

Cost

Contactability

Deadlines

все четко в срок ! продолжим сотрудничество

Ekaterina Ivanova Ivanova | Personal | Response review

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Implementation of Zoho CRM according to the prepared specification (Deluge, API, Zoho Writer) – Accounting Office 52 USD	52 USD	Nov 2025	20 days
Refinement of Bitrix24		Nov 2025	7 days	withdrawn
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A CRM specialist is needed for the selection and implementation of a CRM system for a service company. 609 USD	609 USD	Oct 2025	12 days
Setting up Bitrix24 functionality 137 USD	137 USD	Oct 2025	7 days	withdrawn
Freelance project 113 USD	113 USD	Oct 2025		concealed

Oleksandr Korskanov

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Reviews and compliments on completed projects 3

16 June 2023 54 USD Installation of SalesIQ

15 June 2022 169 USD Description of the business process and creation of the CRM concept

13 May 2019 76 USD Анализ бизнес процессов и подбор CRM системы

Activity

16 June 2023 54 USD
Installation of SalesIQ

15 June 2022 169 USD
Description of the business process and creation of the CRM concept

13 May 2019 76 USD
Анализ бизнес процессов и подбор CRM системы