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Language

CRM
and sales data

Customer journey, sales pipelines, automated tasks, telephony, integrations, reports and team training within a unified CRM framework.

Discuss CRM implementation What implementation includes
OutcomeWhen to implementWhat we implementWhat the company receives
Unable to forecast cash receipts for the current month accurately?Our experts have extensive automation experience, so we can prepare the requirements, select a contractor and control every stage:
CRM system: customer database, sales pipeline, analytics and forecasting
WHAT CRM AND THE SALES-DATA SYSTEM INCLUDEcustomer → pipeline → automation → analytics
01Customer journey: from inquiry to delivery
02Sales pipeline: stages, conversions and actions
03Automation: tasks, rules and integrations
04Sales data: reporting and marketing analytics
OUTCOME

CRM connects the customer, the salesperson’s actions and management data

The customer journey, pipeline, automation, integrations and analytics operate as a single sales system.

CRMunified customer databaseContacts, companies, deals and interaction history.
Pipelinesales stagesYou can see where each deal stands and at which stage customers are lost.
Automationtasks and automation rulesThe system automatically creates actions at each deal stage.
Analyticssales dataDepartment metrics, conversion rates, activity and cash-inflow forecast.
ASSESSMENT

When sales do not operate as a controlled, measurable system

Unable to forecast cash receipts for the current month accurately?

Money and actions

Salespeople are “busy,” but revenue is not materializing?

Sales team

Top performers leave, while new salespeople are difficult to recruit?

Customer base

The customer database is maintained in Excel at best?

Data for analysis

Obtaining data for analysis is practically impossible?

Salespeople’s time

Salespeople spend their time on sales administration rather than selling.

Sales performance assessment

You cannot determine sales volume for a selected period or assess individual sales performance?

SYSTEM COMPONENTS

What CRM and sales-data implementation includes

Our experts have extensive automation experience, so we can prepare the requirements, select a contractor and control every stage:

Development of the customer journey from inquiry to delivery

We map the sales process for products and services from the initial customer inquiry through delivery.

  • We analyze which actions can be automated and design the optimal number of sales pipelines.
  • We create a clear process flowchart that accounts for automation, employee actions and integrations with third-party services or companies.
  • The result is a set of sales standards for your company.

CRM setup

We create user groups aligned with the company and sales-department structure.

  • We complete user profiles.
  • We configure role-based access to CRM data.
  • We will configure the sales pipeline

We will configure the sales pipeline

A step-by-step customer action plan. You will be able to see clearly at which stage customers are lost.

  • Pipeline analytics identifies the audience segments with the highest conversion, allowing the company to adjust its acquisition campaigns.
  • We define employee actions as deals progress, configure employee permissions and automate system actions.
  • The result is a set of sales standards for your company.

Automated task-assignment workflows

We configure the CRM to create a task automatically when a deal moves to a specified pipeline stage.

  • Time savings for sales managers and the administrator.
  • Trigger-based customer emails
  • Trigger-based customer SMS messages

We will integrate the CRM with IP telephony

We configure call recording for customer conversations.

  • Calls are added automatically to the CRM deal record.
  • We configure call-routing rules across salespeople.
  • We configure automatic creation of a CRM contact from an incoming call.

We will integrate the CRM with 1C and other management and accounting systems:

Custom integration with any cloud-based or on-premises software systems

  • Integration with 1C
  • Integration with MoySklad
  • Integration with Moe Delo

We will connect website and social media leads to the CRM

We add custom fields and lists to the deal record based on the information you need about the customer and order.

  • We configure contact and company records and the fields salespeople must complete.
  • We will program scripts for all lead forms on the website so submissions enter the CRM automatically.
  • Automatic lead distribution

Executive reports and end-to-end marketing analytics

Current sales department metrics

  • Period results
  • Sales manager activity
  • Conversion reports by status
CRM ARCHITECTURE

From customer inquiry to management decision

Our experts have extensive automation experience, so we can prepare the requirements, select a contractor and control every stage:

Discuss CRM architecture →
1

Sales standards

The result is a set of sales standards for your company.

2

Time savings

Time savings for sales managers and the administrator.

3

Consolidated marketing report

Integration of all sales channels

4

We will train executives and sales managers

Training is provided in recorded video format

INTEGRATIONS AND DATA

What CRM connects to

We will integrate the CRM with 1C and other management and accounting systems:

1C

Integration with 1C

accounting and management

MoySklad

Integration with MoySklad

inventory and sales

Moe Delo

Integration with Moe Delo

accounting service

Other systems

Custom integration with any cloud-based or on-premises software systems

cloud and on-premise solutions

IP telephony

We will integrate the CRM with IP telephony

calls and recordings

Website and forms

We will program scripts for all lead forms on the website so submissions enter the CRM automatically.

automatic lead capture

Social media

We will connect website and social media leads to the CRM

inquiry sources

Marketing analytics

Marketing analytics

channels and effectiveness
Additionally:

Triggered customer emails Triggered customer SMS messages SMS from the deal record Generation of completed documents Emails with attachments Automatic lead distribution

Call tracking Bid management Lead capture Multichannel analytics Split testing Email tracking

AUTOMATION

CRM performs repetitive actions alongside salespeople

Automated communications, documents, lead distribution and analytics reduce manual work.

Trigger-based customer emailsTrigger-based customer SMS messages
SMS messages to customers from the deal recordGeneration of completed documents
Emails with attachmentsAutomatic lead distribution
Integration of all sales channelsCall tracking
Bid managementLead capture
Multichannel analyticsSplit testing Email tracking
HOW IT IS USED IN MANAGEMENT

Reporting, analytics and team training

We will train executives and sales managers

Current sales department metrics

Period results

Outcome:Sales manager activity

Conversion reports by status

Consolidated marketing report

Outcome:Integration of all sales channels

Marketing analytics

Call tracking

Outcome:Bid management

Multichannel analytics

Split testing

Outcome:Email tracking

Management training

We teach you how to make additional configurations independently; how to identify data manipulation and distinguish genuinely strong performers; and how to see the sales department clearly by metric—how many inquiries arrived and which stages deals are in.

Outcome:How to build sales reports.

Salesperson training

We teach salespeople to enter data and manage customers in CRM. We show how automation supports their work, explain how much time CRM saves and show how to use every CRM function correctly.

Outcome:Training is provided in recorded video format
HOW WE IMPLEMENT

From customer journey to a trained team

Five sequential stages: from designing the customer journey to reporting and team training.

1

Customer journey and design

We collect information about sales stages, analyze automation opportunities and design pipelines. We create a customer-journey flowchart and sales standards.

2

CRM and pipeline configuration

We create user groups and profiles, configure access rights, set up deal stages and define employee-action logic.

3

Task and communication automation

We configure automated task assignment, lead distribution, triggered email and SMS messages, document generation and email delivery.

4

Integrations and data

We connect IP telephony, the website, social networks, 1C and other systems. Calls and inquiries are added automatically to the deal record.

5

Reporting and training

We configure reports for sales, conversion and marketing. We train managers and salespeople to use CRM and provide a recording of the training.

WHAT THE CLIENT RECEIVES

An operational CRM and reliable data for sales management

Sales standards

The result is a set of sales standards for your company.

Pipeline and deal logic

A step-by-step customer action plan. You will be able to see clearly at which stage customers are lost. We define employee actions as deals progress, configure employee permissions and automate system actions.

Automation and integrations

Time savings for salespeople and administrators. Custom integration with any cloud or on-premise software system. We program all website lead forms so submissions are captured automatically in CRM.

Reports and a trained team

Management reports, end-to-end marketing analytics, and training for managers and salespeople.

Related solutions

These solutions complement the current challenge. This section includes only the tools that have a direct practical connection to this page.

Sales management system

Defines the processes, roles and rules that CRM must support.

View solution →

Customer management system

Uses CRM for retention, repeat sales and customer-base growth.

View solution →

Management dashboards

Turn CRM data into management metrics and forecasts.

View solution →
NEXT STEP

Implement CRM and consolidate sales data in one system

Our experts have extensive automation experience, so we can prepare the requirements, select a contractor and control every stage:

  • Development of the customer journey from inquiry to delivery
  • CRM setup
  • Executive reports and end-to-end marketing analytics
Discuss CRM implementation

Training is provided in recorded video format