CRM for Foundry Equipment Sales
Consulting
Problems
Incoming inquiries were recorded in a notebook, which often resulted in lost orders. As production expanded, the company needed a structured system for managing inquiries, recording calls, and consolidating leads from all incoming channels.
Tasks
1. Capture 100% of incoming leads.
2. Collect customer information and track each customer’s stage in the sales pipeline.
3. Enable tracking of inquiries from different countries.
4. Integrate the website with Kommo CRM.
5. Enable tracking of UTM parameters from Meta (Facebook) Ads.
6. Connect all lead sources.
Solution
1. Configured a primary sales pipeline with mandatory data fields.
2. Configured a repeat sales pipeline.
3. Implemented automatic reminders for customer follow-ups.
4. Integrated the website with Kommo CRM via an API connector.
5. Connected Meta (Facebook) Lead Ads via an API connector with UTM tracking.
Results
1. 100% of incoming inquiries are now captured in the CRM.
2. Sales increased thanks to automated customer follow-ups and reminders.
3. UTM tracking enabled the company to identify the most effective advertising campaigns.
Incoming inquiries were recorded in a notebook, which often resulted in lost orders. As production expanded, the company needed a structured system for managing inquiries, recording calls, and consolidating leads from all incoming channels.
Tasks
1. Capture 100% of incoming leads.
2. Collect customer information and track each customer’s stage in the sales pipeline.
3. Enable tracking of inquiries from different countries.
4. Integrate the website with Kommo CRM.
5. Enable tracking of UTM parameters from Meta (Facebook) Ads.
6. Connect all lead sources.
Solution
1. Configured a primary sales pipeline with mandatory data fields.
2. Configured a repeat sales pipeline.
3. Implemented automatic reminders for customer follow-ups.
4. Integrated the website with Kommo CRM via an API connector.
5. Connected Meta (Facebook) Lead Ads via an API connector with UTM tracking.
Results
1. 100% of incoming inquiries are now captured in the CRM.
2. Sales increased thanks to automated customer follow-ups and reminders.
3. UTM tracking enabled the company to identify the most effective advertising campaigns.