Client work

Good day!

I have over 6 years of experience in sales. I can work with scripts, handle upselling, and manage objections, having worked with various scripts and different CRMs, so I will quickly understand the nuances. I actively participated in the development and editing of scripts, training staff, and evaluating the performance of sales departments, so I am confident that I can help you.
You can view examples of completed projects and feedback on them in my profile, more in private messages.
Examples of similar completed projects:
https://freelancehunt.com/project/menedzher-dlya-internet-magazinu/1455481.html

Available for work, ready to start immediately after discussing the details of the collaboration.

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17 years in marketing, held positions as marketing team lead, CMO, sales director. Experienced in working with various CRMs and customer accounting systems. Contact us, for 3 consultations we will build a customer management system with you, you will also receive templates and tables for process management and scripts for work.

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Hello, Ruslan.

I am the marketing director. I will help systematize all necessary processes. I will improve your interaction with clients to make work easier.

Write to me, we will discuss)

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Hello! Our team is ready to offer you a CRM system that will significantly ease your work and enhance the effectiveness of your interactions with clients.
What we offer:

Client grouping and segmentation:

We will set up a CRM system that will allow you to easily group clients by various criteria (for example, interest in the product, order status, etc.).

We will provide the ability to quickly find and contact clients, transitioning to chat directly from the CRM.

… Client database management:

We will help create an effective strategy for interacting with clients who showed interest in the product but did not place an order. You can schedule automatic reminders or personalized messages to maintain contact with them.

We will develop approaches to work with clients who did not like the product, to gather feedback and suggestions for improving the service.

Integration with tools:

We will integrate your CRM system with Instagram so that you can manage all chats from one place, even after updates.

We will consider the possibility of using Google Sheets or other tools for convenient storage and analysis of client data.

Consultations and support:

We will provide detailed consultations and support at every stage of the CRM system implementation.

We will help your team adapt to new processes and tools.

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Good day.
I am currently working with this CRM system, so I will gladly answer all your questions.
I will say one thing: I recommend connecting another CRM that will perfectly fit your request; I am also working in it now, and I will explain everything in private messages.

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Ruslan, good day!

Thank you for your questions, I will respond point by point:

1. How to group clients for quick contact (to go to chat)?
Perhaps your CRM system does not provide all the necessary capabilities, or I misunderstood your question a bit – I would be happy to clarify.
Usually, if you have Instagram integration set up with CRM, clients are grouped within the CRM by statuses in the sales funnel. The correspondence takes place directly in the CRM, so you do not need to go to Instagram to search for a client or write to them.
Here is a link to an overview video of our CRM product for Instagram stores:
https://www.youtube.com/watch?v=R8CcP4fC23Y
… Some features have already been updated since the video was recorded, but the overall principle of operation is conveyed accurately. This should help you understand.

2. How to deal with clients who showed interest in the product but did not place an order? (Delete chat, write later?)
In our product for Instagram stores, the time of the last activity in the dialogue is recorded. After a few days, the manager receives a notification with a recommendation to maintain the dialogue if appropriate.
This period can be adjusted to your needs. There is also the option to not only notify the manager but also automatically send reminders to the client.

3. What to do with clients who did not like the product? Delete or keep in the database?
Usually, CRM systems allow you to store a large number of contacts, but this depends on your traffic volume. In our solution, clients of the store who purchased something receive a separate mark. Other clients are also kept in the database for further work.

You can find more details about our product and prices at the link:
https://www.processfather.com/instagram

Relevant cases from my portfolio:

Automation of an online store for a shoe manufacturer:
https://freelancehunt.com/showcase/work/avtomatizatsiya-internet-magazina-virobnika-vzuttya-topitop-com-ua/1649870.html
Automation of processes for a handmade souvenir company:
https://freelancehunt.com/showcase/work/avtomatizatsiya-protsesiv-dlya-kompaniyi-suveniriv-ruchnoyi/1655814.html
I would be happy to provide consultation on implementing PlanFix for your company!

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Hello!
I can help you, feel free to reach out, I will explain and show you everything!

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Ruslan, good afternoon!

Thank you for the detailed description of your situation. Here are the answers to your questions with specific recommendations:

1. How to group clients to quickly find the right one and contact them?
Use Google Sheets or the built-in features of SalesDrive. In the sheet, create columns: Name/Nickname, Status (buyer/interested/dissatisfied), Date of last contact, Notes. In SalesDrive, add tags (for example, "Regular customer", "New inquiry", "Problematic customer"). This will allow you to quickly find the necessary chats and information.

2. How to behave with clients who were interested in the product but did not order?
Do not delete chats — leave them for future contact. After 3-5 days, send them a message: "Good afternoon! You were interested in our product [name]. Can I help you with your choice, or do you perhaps have any questions?". You can also offer a discount. If the client does not respond, write again in 1-2 weeks, offering a discount.
…
3. Clients who did not like the product: delete or keep?
Keep them in the database with the status "Dissatisfied customer". Find out what exactly they did not like and offer a solution: exchange of the product, discount, or partial compensation. This will help maintain the brand's reputation.

How to implement all this?
Start by organizing chats on Instagram: use flags/categories to mark clients. For more convenient work, set up a Google Sheet or expand the functionality in SalesDrive. Set up response templates to save time on routine messages. Use automation (for example, Meta Business Suite for reminders or responses to frequently asked questions).

I am ready to help implement all these recommendations:
- I will conduct an audit of your current client management system.
- I will set up a convenient client segmentation system in SalesDrive or Google Sheets.
- I will develop message templates for different scenarios (reminders, dealing with negativity, follow-up contact).
- I will provide step-by-step instructions on how to automate part of the processes.
Result:
A clear client management system that will save you time. Easy search for the right clients. Increased customer satisfaction and sales.

I would be happy to help you organize the processes!

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