As soon as possible after the customer's request, on the basis of the previously filled out brief, we interviewed the head of the company's sales department, found out the details of business processes, and got to work.
First, based on the results of the brief, we set up sales funnels, fields, and automatic tasks. After an intermediate audit of the work done, we started setting up CRM integration
with the website and 7fox.studio
Now the application, after filling out the site forms, immediately goes to the right CRM funnel, depending on the type of request, analytics data, utm-tags are transmitted. We then set up the Digital Sales Funnel. When a request is received from the site, the system assigns it to a free manager (the appointment of a responsible manager depends on the number of open deals for him). As soon as the manager becomes responsible for the lead, the system automatically creates a deal card and sets the first task.
The next step is to call or contact the client, identify the need. Based on the results of the interview, we have created special fields for high-quality work with transactions. For the manager on the screen, the system highlights all the fields that he needs to fill out. The manager learns and enters the client's data.
We also made CRM integration with Facebook and Instagram pages. Now the manager, when receiving a new lead from social pages. networks can call a client directly from the Kommo (formerly amoCRM), and this conversation will automatically be displayed in the deal / client card - in the future it will be possible to listen to it in two clicks.
During the initial interview with the client, we found out all the processes that happen to the client when moving to each stage of the sales funnel. And based on this data, automation was built.