We quickly interviewed the head of the company's sales department, found out the details of business processes, studied the results and got to work.
At the beginning, our specialists, based on the results of the brief, set up sales funnels, fields, and automatic tasks. After an intermediate audit of the work done, we started setting up the integration of Kommo (formerly amoCRM) with the Algorithmics website.
Now, after filling out the forms, the request immediately goes to the right CRM funnel, depending on the type of request. 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 "Contact the client - Process the request".