«SalesAR»
A lead generation company for the B2B segment
Included in the list of "Top 10 Lead Generation Companies & Services"
iUM
CASE
COMPANY:
HOW WAS IT STARTED?
- The client had already been using Pipedrive CRM, but the system's functionality was not fully utilized
- There were gaps in analytical reports as data was inconsistently entered into the system
- Business processes were conducted manually, leading to time-consuming routine tasks, reduced task management efficiency, and lower task implementation quality
- It was necessary to set up the sales funnel in the system to analyze and track the customer's path to purchase
- CRM needed control points (payments, source, etc.), to provide the possibility to have quality analytics
WHAT WAS IMPLEMENTED?
RESULT:
- Set up the process of automatic import of inquiries from various sources
- Automated the order processing: automated emails to clients and staged transaction confirmation
- Connected reports with dashboards and acquainted the team with the specifics of their configuration
- Activated the "Projects" module. Enabled collaborative work of two departments on one platform
- Integrated additional functionality LeadBooster, including an online chat on the website
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