МИ ПРАЦЮЄМО ДЛЯ УКРАЇНИ
Introductory data 
Work progress and results
To understand the wishes, the client was provided with a brief, which after completion was handed over by Outsourcing Team specialists for study. CRM from the team of Ukrainian developers, namely “KeyCRM” was chosen for implementation. According to the set of functionality, parameters and the corresponding price, this system was ideally suited to the needs of the client.
Based on the wishes of the client was created a commercial proposal, which included the following items:
- Setting up CRM integration with the website.
- Facebook and Instagram integration.
- Importing products into the CRM system and creating a warehouse.
- Setting up sales funnels.
- Customizing order statuses.
- Customization of customers (displaying all customers).
- Setting up the integration of the seller’s cabinet of new mail.
- Setting up electronic fiscalization service, PRRO (Echek).
- Setting up telephony (answering machine “greeting”).
- Customization of the Analytics section.
After the client has approved the commercial offer. Outsourcing Team specialists started customization of CRM system.
The first stage was connecting the website and social networks (Instagram and Facebook) to CRM and setting up the corresponding chats, which allowed to receive and process orders from the website in the CRM system and respond to customers without changing the application.
Setting up CRM integration with the website
Setting up CRM integration with social networks Instagram and Facebook
Dialog with the customer in the CRM system
One of the main stages of customization was importing goods into the CRM system and customizing the warehouse. As a result, when selling a product in the CRM system, you can see how much product is still available.
Importing goods into CRM system
Creating a warehouse of products
The next step was to customize the sales funnel
Customization of sales funnels
Order statuses were also customized
Customizing order statuses
Customizing customers (displaying all customers)
An important stage was the customization of the “Novaya Posta” cabinet. As a result of the customization, the customer can immediately in CRM automatically generate a delivery note for sending a parcel by mail.
Setting up the integration of the seller’s cabinet of new mail into the seller’s cabinet
Setting up the electronic fiscalization service, PRRO (Cheskboh)
Setting up telephony (answering machine “greeting”)
Also in this CRM system has statistics, which clearly conveys the main indicators of sales and allows you to analyze the marketing strategy and the course of sales of goods in general.
Analytical sales charts
Do you want to get such a result? Then contact us. We will not only implement CRM in your company, but also customize it and consult you and your employees.
