iUM

CASE

COMPANY:

«PlastWind-Service»
All-Ukrainian professional window service
Over 17 years, the company's experts have provided comfort for over 15,000 clients

HOW WAS IT STARTED?

The company used amoCRM, which did not meet all their requirements
Certain cyclical stages in the business processes could not be implemented in amoCRM
Managers had to manually assign tasks to their employees and then send them via Telegram chat
amoCRM did not provide a complete analytical picture, making it impossible to evaluate the efficiency of business processes such as types of services and movement of deals through the sales funnel etc
Improving control over the order fulfillment stage and enhancing the organization of craftsmen's work reporting were crucial

WHAT WAS IMPLEMENTED?

Zoho CRM + Zoho Social + Zoho Creator + Zoho Flow

RESULT:

Optimization of the deal-making process using Blueprint
Automatization of the process of order distribution
Configuration of automatic lead entry from the website and landing pages via Zoho Flow
Implementation of the capability to customize and receive automatic reports
Automation of lead importing from Instagram and Facebook through Zoho Social
Enabling of tracking KPI metrics for employees
Automation of duplicate detection in the database
Automation of feedback collection upon successful order completion with the custom module “Quality Assessment”