«Kukuruza Production»
A top-tier video production studio specializing in creating unique video content
With over seven years of expertise, the studio has worked with renowned brands like Porsche, Lenovo, NEOLUX, ROZETKA, Promodo, and more
iUM
CASE
COMPANY:
HOW WAS IT STARTED?
- The company had already implemented NetHunt CRM, but its functionality was barely utilized
- The main workflows for potential clients and projects were managed through Notion, which needed more efficient sales management features
- The client sought to configure their CRM to handle the entire sales process – from lead generation to deal closure – and facilitate the subsequent transfer of project details to Notion
- Integration with LinkedIn was needed to track the outreach process for cold clients
- Payment tracking was conducted in Google Sheets, with no records in the CRM. This required developing a new "Payments" module and integrating it with the Finmap accounting software
- The client requested CRM-Notion integration to automate project creation upon deals reaching specific stages and to transfer comments into Notion
- Sales managers processed orders manually, consuming a significant amount of time. To streamline this, a customized sales pipeline in the CRM was essential
WHAT WAS IMPLEMENTED?
RESULT:
- Implemented a sales pipeline that provides managers with a user-friendly environment for handling leads and allows management to track the current status of clients easily
- Integration of NetHunt CRM with Finmap has been implemented, enabling the creation of projects and client profiles directly through the CRM system. As a result:
— Managers no longer require access to financial software
— Payments are automatically recorded in the CRM, allowing managers to instantly view incoming transactions without contacting the accounting department - A custom "Payments" module has been developed to track client payments, allowing for the monitoring of both expected and actual amounts received
- Integration with Notion has been implemented, enabling the following:
— automatic project creation in Notion when a deal reaches a specific stage, reducing time spent on manual data entry
— synchronization of comments from the CRM system to Notion, ensuring that the entire communication history and important notes are stored in one place, enhancing transparency and accessibility for all project participants
— automatic addition of a link to the Notion project in the CRM deal card, providing quick and easy access to relevant data - A sales pipeline has been implemented in the "Deals" module, enabling managers to follow a structured process for handling deals and allowing leadership to track the current progress of each client
- A "Partners" module and a basic workflow for managing partner interactions have been created. When a deal is assigned, it is automatically linked to the corresponding partner
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