CRM for accounting outsourcing
Consulting
Company providing accounting services
Problems
During the website development process, it became necessary to set up automatic transfer of leads to the CRM system so that all inquiries would be collected and processed in one place. It was also important to ensure that leads from other channels flowed into the CRM as well, which allowed the company to centralize client management and eliminate lost inquiries.
Tasks
1. Create a pipeline for first-time sales.
2. Create a pipeline for staff recruitment.
3. Create a pipeline containing all clients who registered on the website.
4. Connect all traffic sources.
5. Connect the website forms to Kommo.
Solution
1. A pipeline for first-time sales was created and configured.
2. A pipeline was created and configured to receive staff recruitment applications.
3. All traffic sources were connected.
4. Website forms were connected to Kommo, with leads from them being routed into the corresponding pipelines.
Results
1. The time needed to process inquiries has been reduced.
2. The search for necessary staff has been sped up.
Problems
During the website development process, it became necessary to set up automatic transfer of leads to the CRM system so that all inquiries would be collected and processed in one place. It was also important to ensure that leads from other channels flowed into the CRM as well, which allowed the company to centralize client management and eliminate lost inquiries.
Tasks
1. Create a pipeline for first-time sales.
2. Create a pipeline for staff recruitment.
3. Create a pipeline containing all clients who registered on the website.
4. Connect all traffic sources.
5. Connect the website forms to Kommo.
Solution
1. A pipeline for first-time sales was created and configured.
2. A pipeline was created and configured to receive staff recruitment applications.
3. All traffic sources were connected.
4. Website forms were connected to Kommo, with leads from them being routed into the corresponding pipelines.
Results
1. The time needed to process inquiries has been reduced.
2. The search for necessary staff has been sped up.