Switch to English?
Yes
Переключитись на українську?
Так
Переключиться на русскую?
Да
Przełączyć się na polską?
Tak
Main implementation goals:

- The client requested to implement a CRM from scratch, as accounting was done in spreadsheets.
- Organization of sales business processes in the B2C direction (online store) and B2B (working with partners and companies).
- Consolidation of all order sources into one system.
- Obtaining sales analytics.

What was:

- Orders were lost or the client was contacted late.
- There was no order processing process in the B2C direction.
- Lack of an effective process in the B2B direction.
- The manager did not understand which order was at which stage.

What became:

- All orders on one screen, allowing for online sales analysis.
- All inquiries or orders go into one system.
- Automated processes set up to ease the manager's work.

We provide ongoing support and technical assistance to the client. For all questions from managers, project managers provide answers and help with additional settings.

#KeepinCRM #CRM #analytics
Work details
Added 8 April 2025
218 views
Freelancer
Oleksandr Korskanov
Ukraine Kyiv  3  0

A little busy A little busy
3 Safes completed
On the service 7 years