Problem
During the season, the company has several thousand customers in an active phase. Deals are accumulated at one stage and not brought to sale. Managers manually control the receipt of details and payment of bills, which takes a lot of time in the working day. The head of the sales department needs a lot of time to visually control the deals.
Solution applied
An audit of processes and regulations was conducted. Each process was automated with the BPM Platform "Sensei". This allowed to optimize the work of the manager and reduce it exclusively to communication with the client. The system moves deals through the stages of sale according to the regulation, controls the receipt of details and payment, forms a commercial offer and documentation. Deals do not "stall" and managers do not spend time on routine, the head of the department got a transparent picture of the work of the managers.
Problem
The managers did not have clear tasks, there was no understanding of workload and effort of the manager, there were no clear results of task execution. The head of the sales department spent a lot of time searching for deals without tasks and determining further actions on the deal.
Solution applied
Regulating the working process allowed to automatically set tasks with the possibility of selecting the task result from a list of possible ones and full control over execution and deadlines. Managers became convenient to work from tasks, not from deals. Managers almost do not set tasks manually. There are no deals without tasks. The head of the sales department reduced the control time by almost 30%, which allowed to pay attention to solving specific situations with customers.
Problem
The customer's company has a large number of sources leads. Requests come into the CRM without data, many duplicates. Information was not correctly transferred to the cross-analytics system.
Solution applied
Integration with messengers, social networks, forms and shopping carts on websites was connected, which checks requests for spam, duplicates, creates and fills out a deal card. IP telephony was fixed, work schedules of employees were taken into account, smart distribution between managers was configured. All social messengers and social networks were connected. The cross-analytics system began to show correct data on advertising campaigns.
Problem
The managers were confused and even lost customers due to different communication channels. They spent a lot of time searching for documents and information about deals. It was almost impossible to transfer a deal from one manager to another without losing information.
Solution applied
Communication channels are now created automatically, which has prevented the situation with customer confusion. All information and documents are now stored in deals, there is an opportunity to exchange with the customer links to files. It became convenient to work with regular deals from regular customers, all the necessary information is already in the company's card. The head of the sales department can easily redistribute deals in active statuses, without fear of losing information.
Problem
Managers used several different document templates, which took a lot of time to compose, upload, and send to customers. Almost 20% of working time was spent on routine actions.
Solution applied
All documents were template-based and uploaded to the CRM. The manager receives a ready-made filled-in document at the required stage, it takes only a few minutes to check the relevance of the data. Many documents are formed and sent in the background, without the participation of the manager. All documents are stored on Google drive and are always available for opening or editing. Thanks to the optimized process, managers are able to handle more customers.