KeyCRM implementation case

Platforms: KeyCRM

Niche: furniture production and distribution
Task: to integrate a new CRM system into the production and omnichannel sales business. Set, debug and train the team. Integrate into the workflow.
Type of work: integration of services, scripting, automation and templating

What has been done:
Sales source integration: Shopify, WIX, Horoshop, Rozetka, Etsy, Prom
Sources of application integration: Telegram, FB messenger, Instagram, Chat with Rozetka, Chat with Prom, Chat widget on sites
SMS notifications integration: TurboSMS
Telephony integration: Binotel (from registration to CRM integration)
Logistics integration: New mail
Payment system integration: WayforPay, Privatbank
PPO integration: Checkbox

Settings:
Statuses, additional fields, roles and accesses are agreed
Transferred existing database of goods, warehouse balances
Warehouse accounting and production are set up under company processes
Customer base: transferred and consolidated the existing customer base from various sources
Training: Written text and video instructions for quick adaptation to the company's business processes. Team support and training

Results:
services are gradually integrated and company's business processes for order processing and customer base management are automated.
A system for working with repeat sales and upselling has been developed.
Repetitive tasks, notifications are automated
Actions of departments: production, sales, warehouse and logistics are agreed upon according to the established business process.
The manager receives sales analytics and available information for the outsourced marketing department to improve advertising campaigns.

Terms: 2 months

#keycrm #OkayCMS #horoshop #rozetka #binotel #e-commerce #checkbox