PIPEDRIVE CRM AND IP-TELEPHONY FOR A FINANCIAL ORGANIZATION
About the client:
Sjednej.cz - an innovative platform in the Czech market that combines the best Czech tools for comparing loans, insurance, energy, and mortgages. It provides detailed information about insurance, utilities, mortgages, and loans.
Main goals of implementation:
The client approached the company with a request to help realize ideas for automating work processes.
The request included:
- Conduct an audit of existing business processes and prepare a solution scheme for automation.
- Integrate WhatsApp numbers into Pipedrive for the possibility of correspondence by managers from work numbers.
- Set up and implement a sales funnel.
- Configure automatic creation of PDF contracts and questionnaires.
- Create a solution for automatic reminders to managers about forgotten clients.
- Integrate virtual telephony for one-click calls and call recording, with call analytics.
- Set up automatic distribution of incoming requests among managers if they have the status "Working". In case of pauses or breaks, managers should not receive leads.
- Train on how to work correctly with Pipedrive and provide ongoing support.
Work process:
Stage 1. Study of the client's processes
Audit of existing business processes and preparation of a solution scheme for automation.
Stage 2. Configuration and integrations
- Integration of WhatsApp numbers with Pipedrive.
- Setting up and implementing a sales funnel.
- Automatic creation of PDF contracts and questionnaires.
- Automatic reminders to managers about forgotten clients.
- Integration of virtual telephony for calls and analytics.
- Automatic distribution of incoming requests among managers.
Stage 3. Launch into operation
- Training on proper use of Pipedrive.
- Ongoing support.
- Project team
- Business analyst
- Project manager
- Developer
- Project budget
Initial situation:
- Lack of a proper application processing procedure.
- Managers forgot to call clients back.
- Communication history with clients was lost; calls and correspondence were made from personal phones.
- Lack of sales analytics in the system.
Achieved results:
- Managers trained to work according to defined processes and rules.
- The system reminds managers about forgotten clients.
- Applications are automatically distributed among managers if they are present at their workplace.
- Calls and correspondence are stored in the client's card in the system and accessible in a few clicks.
- Managers can create contracts or questionnaires in a few clicks in the system.
- Email templates are available for managers.
- The manager receives sales analytics on the dashboard.
- The client receives analytics on the dashboard and is trained to work with it.
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.
#PipeDriveCRM #PipeDrive #analytics
Sjednej.cz - an innovative platform in the Czech market that combines the best Czech tools for comparing loans, insurance, energy, and mortgages. It provides detailed information about insurance, utilities, mortgages, and loans.
Main goals of implementation:
The client approached the company with a request to help realize ideas for automating work processes.
The request included:
- Conduct an audit of existing business processes and prepare a solution scheme for automation.
- Integrate WhatsApp numbers into Pipedrive for the possibility of correspondence by managers from work numbers.
- Set up and implement a sales funnel.
- Configure automatic creation of PDF contracts and questionnaires.
- Create a solution for automatic reminders to managers about forgotten clients.
- Integrate virtual telephony for one-click calls and call recording, with call analytics.
- Set up automatic distribution of incoming requests among managers if they have the status "Working". In case of pauses or breaks, managers should not receive leads.
- Train on how to work correctly with Pipedrive and provide ongoing support.
Work process:
Stage 1. Study of the client's processes
Audit of existing business processes and preparation of a solution scheme for automation.
Stage 2. Configuration and integrations
- Integration of WhatsApp numbers with Pipedrive.
- Setting up and implementing a sales funnel.
- Automatic creation of PDF contracts and questionnaires.
- Automatic reminders to managers about forgotten clients.
- Integration of virtual telephony for calls and analytics.
- Automatic distribution of incoming requests among managers.
Stage 3. Launch into operation
- Training on proper use of Pipedrive.
- Ongoing support.
- Project team
- Business analyst
- Project manager
- Developer
- Project budget
Initial situation:
- Lack of a proper application processing procedure.
- Managers forgot to call clients back.
- Communication history with clients was lost; calls and correspondence were made from personal phones.
- Lack of sales analytics in the system.
Achieved results:
- Managers trained to work according to defined processes and rules.
- The system reminds managers about forgotten clients.
- Applications are automatically distributed among managers if they are present at their workplace.
- Calls and correspondence are stored in the client's card in the system and accessible in a few clicks.
- Managers can create contracts or questionnaires in a few clicks in the system.
- Email templates are available for managers.
- The manager receives sales analytics on the dashboard.
- The client receives analytics on the dashboard and is trained to work with it.
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.
#PipeDriveCRM #PipeDrive #analytics
Kyiv 
A little busy