T The main activities of the company are the development and approval of projects for re-planning tasks. Previously accumulated experience in the field of coordination and design, the company received SRO permits for design and construction and installation work. The company has a certificate of compliance with the quality management system ISO 9001: 2015.
Purpose
Implement CRM and automate the promotion of leads and deals by stage, as well as the completion of work on the project.
Decision
As a result, we proposed a scheme for CRM operation, its automation and differentiation of rights in it, so that employees could focus on their tasks, and deals for related services were formed automatically. Thus, the reporting for each direction took into account all the work, and the overall report on clients formed a picture of transactions and profits in General.
Result
As a result of the work from the managers of the customer was only required to handle lead and continue to follow the prompts CRM, stages were changed automatically as you complete the tasks in each project.
