Implementing NetHunt in a logistics company

The goal of the NetHunt CRM implementation project
- To build a sales process for managers and executives in the CRM system in order to systematise the work process and start controlling managers in the funnel.
- To start receiving analytics in the online mode of the sales department.

A comprehensive implementation of the system was carried out:
1. Audit of business processes "As it is now" and drawing up an automation scheme "As it should be".
2. Setting up sales funnels: Leads, Service implementation.
3. Connecting corporate mail for employees.
4. Connecting and setting up Ringostat telephony.
5. Setting up the calculation of the transaction profit based on different types of customer payment and tax on the transaction.
6. Setting up the calculation of the manager's salary in the deal.
7. Setting up analytics.
8. Development of a custom dashboard in Google Looker Studio.
9. Connecting forms on the site to the system.
10. Setting up the generation of PDF documents: contract, application for transport.
11. Setting up automation of reminders.
12. Setting up modules and blocks of the system: carriers, documents, document numbering, customers, sales and leads.
13. Building links between sections.
14. Conducting 3 training meetings: sales managers, logisticians, accountant, manager.
15. Support and additional tasks.

Result: the sales process is built in the system, routine operations are automated, the manager sees the profit on the transaction and the activities of managers.