After the customer's request, on the basis of the previously completed brief, we interviewed the head of the company's sales department, found out the details of business processes, studied the results and started working on the project.
Based on the results of the brief, sales funnels, fields and automatic tasks were set up. After an intermediate audit of the work done, we started setting up CRM integration with the Eco Taxi website and social networks.
Now the application, after filling out the forms, immediately goes to the desired CRM funnel, depending on the type of appeal. 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.