CASE

A leading Ukrainian localization and translation company
Ranked in the top 10 best translation bureaus in Ukraine
- After having stopped using Bitrix24, the company needed an alternative CRM capable of covering all aspects of its business
- There was a request to configure system integration with the Protemos translation program
- The customer required integration with LinkedIn to automatically create contacts and deals in the CRM
- Successful migration of the client database to Pipedrive CRM while retaining all primary information
- Process automation configured to improve sales productivity. The system's work instructions have been developed for managers
- Integration with LinkedIn using Linkmatch and the Waalaxy service, along with automatic lead transfer to the CRM via Zapier
- Set up an integration with Microsoft Teams to automatically send messages about new projects to the appropriate group of users
- Integration with the client's websites was set up for automatic transfer of contacts and deals to CRM. During this process, the UTM tags are preserved, allowing the source of the traffic to be tracked
- Implementation of an online chat on the website using Lead Booster to help communicate with website visitors and attract potential customers
- Ringostat telephony has been connected. Through the call tracking, the transmission of the UTM tags as well as the information about the location from which the call originated has been configured
- Configuration of reports and dashboards in Zoho Analytics for advertising and sales, integrated with various advertising accounts of the client and Pipedrive CRM

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