Case of household appliances export service Eco Taxi LV. Implementation of CRM, automation of communications, workflow, tracking couriers – Brutal Marketing

Eco Taxi - household appliances removal services in Riga, Latvia.

Site: https://eco-taxi.lv/
Number of employees: 11

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.

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.

We also made CRM integration with Facebook and Instagram pages. Now, when a manager receives a new lead from social media pages, he can call the client directly from the CRM card, 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 on the basis of these data, automation was carried out.

The GSM Tasks system was used as a logistics system (vehicle control).

We have developed individual integration with the CRM system, which automatically transfers order data to applications to the courier, and as these orders are executed, they automatically close them as completed or not completed orders on the CRM side (based on information from GSM Tasks)

After the implementation of the Kommo system, staff training was carried out, the customer received an individual link to the video (recording of training in the system) to access the training of managers (both current and new).

As a result of the developments and integrations of Brutal Marketing, the Eco Taxi household appliance removal service team received a convenient system with automated work. Thanks to the maximum simplification of all operations, applications are processed in the shortest possible time.

All leads are recorded and processed. The system itself now controls the workload of managers. Convenient widgets and integrations saved managers from a large amount of routine tasks.

As a result, CRM leads sellers through all stages of the transaction and allows you not to miss a single important detail.