Uspacy CRM for the official distributor of Develon equipment

The group of companies "Industry" is the only company in Ukraine that is the official representative and distributor of Develon (formerly Doosan). They provide a full range of services, including sales, warranty and post-warranty service of modern road construction and quarry equipment Develon.

Client's website https://www.ind-group.com.ua/

The client contacted the company with a request to implement the "Uspacy" system.

The main needs were as follows:

- Transfer data from Bitrix24: contacts, deals, employees, tasks, and more.
- Assistance in developing the sales business process.
- Connecting Binotel telephony for call recording.
- Integration with the website with the ability to collect UTM tags.

Work process:

- Conducted a meeting to analyze previous wishes and requirements for the system.
- Configured Uspacy:
- Sales funnels.
- Additional fields.
- Connected virtual telephony to record all inquiries and the ability to listen to conversations.
- Integrated applications from the website with UTM tags for advertising campaign analysis.
- Transferred the client database from Bitrix24.
- Recorded video instructions for using the system.
- We support the client and assist with additional questions.

What was:

- Clients were kept in notebooks.
- There was no single database to track deal statuses and sales funnels.
- The activities of managers were unclear.

What has changed:

- All inquiries from potential clients of the client automatically enter the system.
- A single client database is segmented by access rights.
- Sales funnels have been implemented for control and forecasting.

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

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