The next step is to call the client, identify the need and make an appointment. Based on the results of the interview, we created special fields for recording. For the manager on the screen, the system highlights all the fields that he needs to fill out.
The Kommo (formerly amoCRM) of the Solar Garden company also implements interactive task setting and automatic change of responsible: depending on the area of residence of the client. In the process of moving the transaction through the stages of the sales funnel, the system automatically indicates to the manager the packages (list) of documents required for registration and the time frame during which they must be ready.
Separately, it is worth highlighting the ability of measurers to work in the system using the Google calendar: notifications about a new measurement come to the general chat of measurers with the opportunity to take an order into work.
We also integrated Kommo (formerly amoCRM) with Facebook pages and set up IP telephony. Now the manager, when receiving a new lead from Facebook, can call the client directly from the Kommo card (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.
In the process of setting up the system, an individual development from Brutal Marketing
was also implemented - a widget for generating documents according to templates based on information from the fields of deal, contact, company cards.