«EDU Cluster»
A comprehensive supplier of modern educational equipment for schools in Ukraine
Selection of equipment from over 130 manufacturers that meet the requirements of the Ministry of Education and Science of Ukraine (MES)
iUM
CASE
COMPANY:
HOW WAS IT STARTED?
- To manage contacts, deals, proposals, and tasks, Google Sheets were used. However, as the number of deals increased and the team expanded, this turned out to be insufficient
- Unorganized information: data was stored in separate spreadsheets, making it difficult to find information. Managers and other employees often did not have access to up-to-date information, leading to duplicated work and errors
- The lack of a centralized task transfer system between departments (sales, tenders, and customer support) caused delays in task completion and frequent errors due to untimely information transfer
- Deal stages were not automated, which required routine tasks to be done manually, taking up time and often causing delays
- The lack of process transparency and report accuracy made it difficult to monitor work efficiency and delayed informed management decisions
WHAT WAS IMPLEMENTED?
RESULT:
- Business processes were automated: all deal stages were configured in the CRM system, which ensured automatic task creation for each department — sales, tenders, customer support, and procurement
- Flexible analytics were configured: the CRM was integrated with Looker Studio to set up analytical reports, allowing managers to better monitor the activities of employees and analyze results by product categories and deal stages
- Tasks were distributed according to the deal stages: each department receives clearly defined tasks depending on the deal stage. For example, when a deal moves to the stage of preparing tender documentation, the task is automatically transferred to the tender department, ensuring smooth task transfer between departments
- Clear and uninterrupted communication between departments was ensured: each department receives access to current deal information in real-time, allowing them to respond promptly to changes and maintain process alignment, contributing to efficiency and accuracy in task execution
- A single deal management center was created: all information about deals and clients is collected in one place, allowing for effective tracking of their status and progress
- Department efficiency was increased: thanks to task automation and the clear transfer of deals between departments, the time required for operational processes was significantly reduced, which led to a significant acceleration of the sales process
- Control over managers’ work was improved: the implementation of the CRM system allowed the generation of accurate and detailed reports on the work of each employee
- Customer service was improved: thanks to managers' quick access to up-to-date information, clients receive high-quality service, which positively affects their experience of working with the company
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