Client Management & CRM

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1448 USD
Implementation of CRM and data-driven strategy development

Client Management & CRM

Case EVAkovrik
Success at every step: A story about the successful implementation of CRM at Evakovrik company and its impact on increasing repeat sales by 30%
Client
The company "EVAkovrik" has been on the Ukrainian market for over 6 years, specializing in the production of custom car mats made of EVA material. Known for its high-quality products that meet international standards. It has a significant business turnover and over 50 employees.
…
Task
In 2021, the company EVAKOVRIK approached us to replace their outdated CRM system. It no longer met modern requirements and could not satisfy current business processes. Our task was to select and adapt a new CRM system that meets the company's needs.

Result
We presented five suitable CRM systems to the company EVAKOVRIK, comparing their capabilities. We conducted a detailed study of the business processes and identified areas for optimization. We found a lack of necessary tools for e-commerce in the previous system.

Our business analyst conducted a deep financial analysis, which led to the following results:

The percentage of delivered packages increased from 92% to 97%, reducing the number of returns.
The overall CPO decreased by 28%, increasing the product margin by 12%.
The share of repeat sales increased from 13% to 44%.
Thanks to the implementation of the new CRM system, the company EVAKOVRIK significantly improved its business processes and achieved impressive results in sales and customer service.

What we did for this
Based on our experience, we developed clear criteria for selecting a CRM:

Full coverage of business processes: All departments, including customer service, work in a unified system.
A single working platform for managers: Task-manager provides efficient project management.
Flexible settings for rights and access: Different levels of access for employees.
Integration with sales and communication channels: CRM integrates with the website, social networks, and telephony.

After connecting all sales channels and tracking contacts, we conducted sales analysis, created cross-cutting analytics, and identified the most profitable sources. We optimized the marketing budget, leading to an increase in leads, a decrease in CPL, and high conversion rates. As a result, the CPO indicator decreased by almost 30%.

In the customer service department, we reorganized processes to improve response speed. We introduced a ticket evaluation system and automatic notifications for customers regarding delivered packages. We added a package pickup indicator to employees' KPIs.

After analyzing the customer base and sales, we developed a mailing strategy segmented by customer groups. We offered additional discounted products. We implemented an automated targeted advertising system and individual offers. We created three additional landing pages with offers that customers could use after successful previous purchases.

These measures significantly increased customer satisfaction and repeat sales, demonstrating care and attention to their needs.

CRM_Growth
Automation of business processes under key. Manufacturing of furniture.

Client Management & CRM

The goal.
Increase the efficiency of production using the CRM system at the furniture factory.

The acts.
… 1 . Development of analysis and systematization of business processes of the entire production cycle.
The 2nd Description of several automation scenarios. Agreement with the contractor.
3 . Developing a technical task to set up the system.
and 4. Installation of the system. Developing Dashboard controls of timetimes of timetimes of each phase.
and 5. Technical launch and user training.
6 . Implementation accompanied to sustainable results.
7 . Improvement and extension of the system to other divisions of the company.

UBFexpert
525 USD
Implementation of KeyCRM for the Energy Company

Client Management & CRM

List of works:

Creating users and setting their roles and level of access;
Creation and installation of the armor;
… Import of templates of documents;
The Customer’s Card;
The order card;
Importing contacts to KeyCRM;
- Import agreements to KeyCRM;
- Integration and configuration of the Binotel phone;
integration of Gmail and KeyCRM;
Video lessons about the system

#crm #onebox #odoo #keycrm #pipedrive #keepincrm #creatio #nethunt #perfectum #wheel #wheel_sales #binotel #ip-telefony

rostyk_novozhenets
1750 USD
Odoo Settings for the Brands of Backwear

Client Management & CRM

List of works:

Creation and installation of the armor;
Creating and setting pricing lists;
… Importation of contacts;
Creation and installation of warehouses;
- Set up the product card with the creation of user fields;
Classification of categories and attributes of products;
- Configuration of the app to work with string codes;
Create and set up a built-in website in Odoo;
- Integration and configuration of the email marketing module to create
The email campaign;
- Integration and configuration of integration with Amazon with data synchronization
orders and products;
Integration and configuration of integration with Shopify with data synchronization for
orders and products;
Integration and settings with ShipStation for account generation and methods
shipping, as well as tracking shipped goods for the US
the segment;
- Integration and setting with New Mail for account generation and methods
Delivery for the Ukrainian segment.#crm #onebox #odoo #keycrm #pipedrive #keepincrm #creatio #nethunt #perfectum #wheel #wheel_sales #internet store #integration #amazon #Shopify

rostyk_novozhenets
2500 USD
Odoo Settings for Women's Clothing Brand

Client Management & CRM

The launch of the global fashion startup https://cosysunday.com/

List of works:

… CRM marketing;
Installation of stock accounting;
Email marketing;
Automation of business processes;
- Integration with the Odoo site;
optimization of the site;
UX/UI website audits.

#crm #onebox #odoo #keycrm #pipedrive #keepincrm #creatio #nethunt #perfectum #wheel #wheel_sales #internet store #integration #email-marketologist #stock #automatization

rostyk_novozhenets
Custom KPS-CRM (React.js, Next.js, Node.js, TypeScript)

Client Management & CRM

The challenge

To develop a CRM system to work with the company's internal document flow. It allows users to create, edit and store various working documents and reports, contacts, chats or correspondence with customer representatives, etc.

… THE SOLUTION

The tasks of this project were implemented using the following technologies:

REACT
This library allows you to create applications quickly, and the declarative style of programming considerably simplifies the debugging of components and the project. Facilitates dynamic application creation, ease of development and improved application performance, one-way data flow, and use in mobile application development.
MATERIAL-UI
All components of Material-UI are uniform in terms of design and colors. This approach enables the application developed or the site to look very aesthetically pleasing.
APOLLO CLIENT
Simplifies remote and local data management. Apollo Client's intelligent caching and reporting approach to data sampling helps to iterate faster and write less code.
TYPESCRIPT
Integrated static typing guarantees increased reliability and security during application development. In addition, as the size of the project grows in the future, it allows for better and easier scaling.
POSTGRESQL
One of the most advanced open-source relational databases, it has object-oriented functionality, including support for the ACID concept (atomicity, consistency, isolation, and durability). It includes reliable transaction processing and referential integrity.
JSON WEB TOKEN
It is an open standard (RFC 7519) that defines a compact and self-contained way to securely transfer information between parties as a JSON object. Tokens can be verified and trusted because they are digitally signed. JWT may also store other useful and non-confidential user information.

The result

Integration of this CRM system helped to streamline the company's workflow and made document management more convenient. The client's information collection was optimized.

malevich_com
Implementation of Zoho CRM (legal services)

Client Management & CRM

Configuration of business and business processes
Integration of Zoho CRM and Zoho Invoice
Integration of WhatsApp (WATI)

timus1900
5000 USD
dentistry

Client Management & CRM

Problems
There is 1C advanced and fully satisfying the customer to work with the patients.But there was no statistics and conversions of customers who came to a comprehensive treatment after the first visit.The tasks
1 .A sales line that would reflect the statistics of how many customers buy complex treatment after their first visit.
2ndCreate a gateway to work with repeated customers
… ThreeCreate a gateway for the purpose of pre-qualification of new social networks
4 .Create a gateway to work with customers on comprehensive treatment
and 5.Create a bar for working with customers after comprehensive treatment
6 .Create the quality control department of managers
7 .Create a referral patient gateway to track customers who come according to recommendations
8 .Create a staff recruitment
The 9.Automatic sending of notifications with a reminder of receipt at the time of appointment, the day before receipt, the day of receipt
The 10.Automatic customer notification of shares in honor of DR (birthday) 7 days before DR
11 of 11.Introduce IP telephony to fix all input and output calls and control the quality of calls of managers
12 .Development of CRM synchronization system 1C and amoCRM

Decision
1 .Created the "Primary Visit" cover, which includes 3 touches with the patient
Primary consultation
Indicative treatment
Meeting to present a comprehensive treatment
2ndA "Return Visit" is created, in which 1 deal corresponds to 1 doctor's visit.The client remains in this bar until the treatment is completed.ThreeThe "New Call (Ice Rope)" has been created to work with new calls, which includes all new applications from social networks, messengers, WhatsApp.This is the primary qualification of the customer.If the customer is targeted, the transaction is considered successful.This client is transferred to the "Primary Visit".If the customer is unsuccessful, then he is simply closed as a failed deal.4 .The "According (Farmers)" is created for customers who are under comprehensive treatment.The client is in this bar until the treatment is completed.and 5.The “sanation” is created.The client gets into this cavity after completion of a comprehensive treatment.In this bar, the customer passes the preventive services within 6 months after the completion of the complex treatment.6 .The "conditional rejection (quality control department)" is created to control the quality of the work of the sales department managers.The insert of the brick allows you to return from 15 to 25% of customers after refusal.7 .The "referential patients" is created, which is placed by customers only on recommendation.Created with the aim of working properly with partners and timely payments of remuneration to partners for the quality recommendation of the clinic.8 .HR for the hiring of staff.The recruiter adds all potential candidates and works with them until he is recruited.A successful transaction is a officially registered employee after passing the test day and training of the position.The 9.Business process automation in all branches is implemented on the basis of the Sensei BPM platform, including
- Automatic sending of messages with a reminder of reception at the time of appointment, the day before reception, on the day of reception
- Automatic customer notification of shares in honor of DR (birthday) 7 days before DR (thanks to dynamic Sensei segmentation)
The 10.Connected, the IP phone of Sipuni is set.IP telephony is introduced to fix all input and output calls and control the quality of calls of managers.11 of 11.CRM synchronization of the 1C system with amoCRM.Synchronization connects the 1C receipt preliminary record with the amoCRM transaction.When creating a preliminary record in 1C and filling it with data, part of this data is automatically transferred to amoCRM and the corresponding status of transaction is delivered to amoCRM (registered on receipt, received, received cancelled, received transferred).

GS8888
Rest on all 100: Implementation of CRM system

Client Management & CRM

The company, which is engaged in the organization of tourist bus transports from Ukraine/RF across Europe.It was:
- Integrated and erroneous IP telephony, managers were unable to determine who to respond to the call, with a total flow of ~300 inbound calls per day;
- Complex accounting system in distorted Google Docs files, which made it difficult to enter data, and thus more analysis and search;
- Part of the information was lost due to the high burden on managers.It was:
… - Integrated another IP telephone, introduced a simultaneous and uniform automatic distribution of calls by managers;
Transfer the customer account from Google Docs to the CRM system by setting the individual fields in the customer card at different sales stages;
- Improved interaction with the sales line, optimized the stages, which allowed the manager to better analyze the current situation and offer targeted services;
- Complete automation of the sales gate with SMS integration, automatic exhibition of tasks to the manager at each stage of the gate, automatic notification of the customer about the current status of his purchase (booked/payed/date and location);
- Set full reports on the analysis of the current status of the sales department;
- Integrated all the resources that collected external requests (FB, Inst, Viber, Telegram), set automatization for distribution between the managers of these requests including.Training methods for sales managers.Based on the methodology, managers in the branch and central office were trained;
The project is accompanied by me as an administrator.

kiyko_valentin
ArtMoto: Introduction of the CRM system

Client Management & CRM

Company for the sale of motor engineering, equipment and complements.

It was:
There was no single database.
… There was no regulation of the work of the manager of the sales department, there was no calls for the purpose of pre-sales, heating.
There was no IP telephone, calls were made from personal phones and could not be recorded.

It was:
- Collected, processed, updated and transferred to the CRM database of all customers;
- Described and automated the business process, which allows you to qualityly process each new application (exhibition of tasks, reminder of the call, movement on the wheel).
Unified format of the database.
- Created and introduced a report that allows to verify the quality of the work of each manager by the manager.

kiyko_valentin
X-Services: Complete implementation of Bitrix

Client Management & CRM

A company for the sale of faced products, as well as for the provision of services on the facing of products.It was:
- Bitrix24 was used for 10% of its capabilities and was not introduced into the company;
Telephone is not integrated into CRM.
There were no analytical reports.
… There were no business processes;
All tasks were transmitted in telephone mode, which made it difficult for the particles to move between the departments.It was:
The IP telephone is fully integrated, with an individual number attached to each manager.Static reports are set, recording of all the calls is implemented;
- Designed, approved and set in the CRM sales wall that shows the real image in the sales department;
- The client card has been fully rebuilt into the CRM, managers at different levels have become much easier to find the necessary information on any of the essences of the CRM;
- fully displayed the product range in the product group in the CRM;
- Set a transparent reporting for managers and linear employees in the range: sales stages, goods, goods groups, managers.

kiyko_valentin
740 USD
Implementation+CRM setup+Sendpulse (digital pipeline)

Client Management & CRM

Website integration, social networks and mailing service of a company with a CRM system,

- setting up transaction/contact fields for transfer to the system from social networks networks
- connecting a group of analytics fields in a deal
… - transferring transaction tags from the site to the CRM system
- duplicate control
- setting the deal to get to a certain stage of the funnel, depending on the completed form
- connecting and configuring telephony, distribution of tasks, applications, calls to managers
- automatic setting of tasks depending on the dates and filters of the transaction fields
- connect and set up facebook + instagram
- connecting and setting up a chat bot on facebook, instagram, telegram, viber, whatsapp
- creating and configuring email chains

1. Analysis of business processes.
2. Formalization of existing business processes (visually in the form of flowcharts.
3. Optimization (remove non-functional processes).
4. Coordination of work scenarios for BP.
5. Writing scripts to the system.
6. Test.

The second stage - employee training, is a separate budget.

Result:
All processes in the Company are automated as much as possible and no longer depend on the "unique" knowledge of a single manager. Head of business, received operational control. the human factor has practically disappeared.

#Introduction #crm #amocrm #kommo
#Injection crm #Injectionamocrm #Integration

serjik_1206