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
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