CLIENT INFORMATION
Bildex Trading House is a manufacturer of aluminum composite panels.
The GRADAS company specializes in the production of hinged volumetric facades. Its specialists carry out all the design work, as well as the design and coordination of all technical documentation necessary for the installation of facades.
These actions involve a long cycle of the transaction, which involves several employees of the sales department and the production department at once, as well as the coordination and transfer of information between these departments.
TASKS WITH WHICH THE CLIENT CAME WITH
It was necessary to set up business processes in the sales department. To avoid loss of money from missed requests and simplify the complex sales process, first of all, the implementation of CRM required the automation of incoming leads, as well as the passage of a transaction according to a clear algorithm with requests for additional information, performing calculations and monitoring its timely and targeted provision.
IMPLEMENTATION PROCESS, PROJECT FEATURES
We took a portal for maintenance, deployed a test one and connected them to the git version control system.
Set up business processes:
- for working with leads, their primary processing - a process that includes questioning and identifying the needs of customers;
- in coordination of commercial proposals with the general director
- after processing the transaction in the sales department, the process automatically indicates the responsible manager, proceeds to agree on the conditions with the head of the sales department, and automatically sends an offer to the client.
WORKING WITH THE SOLUTION. RESULTS ACHIEVED
We completed the tasks and automated the processes in the sales department We regularly update the portal and monitor its performance.
