CLIENT INFORMATION
Company expression— is a communications agency and educational company specializing in creating effective business communications and training employees in key interaction skills.
THE TASKS THE CLIENT CAME WITH
When the client approached us, their portal was in an “abandoned” state. Hundreds of unsorted leads and deals had accumulated. The main tasks were:
- Help to understand the portal and restore order.
- Create a clear structure for future work to avoid such backlogs, and to ensure that leads and deals are processed promptly without any delays.
- Transferring all information from forms on the website to the lead card
WHAT DID YOU DO?
We conducted pre-project analytics, identified sources of leads. We drew up work regulations for employees on working with leads, deals, contacts, companies.
Under our guidance, duplicate contacts and companies were cleaned. More than 1000 duplicates were removed from contacts, and more than 300 from companies.
Leads
The company has a multi-page website with various forms (Tilda), the main flow of leads comes from there. But the data was not transferred to the portal in full, some information was lost.
We have configured the fields for this data in the lead card and their display.
Based on the created regulations, we set up automation for processing applications from leads. Now all applications are immediately sent to the responsible manager. Notifications, setting tasks to contact the client and what to do if the client does not respond are working.
Previously, there were several hundred unprocessed leads, now they are quickly processed by the manager and at the first stage “Not processed” - 2, another 6 “In progress”, etc.
Leads no longer freeze.
Deals
First of all, we removed unnecessary funnels. We left 3 main ones.
For the “Contacts from the forum” funnel, we created and linked a Bitrix24 CRM form, which will be placed on the company’s business cards in the form of a QR code and a separate link. After filling out the form, these contacts will immediately fall into this funnel and be processed by a separate manager (bypassing the creation of leads).
We updated the stages in all funnels. And most importantly, only really relevant deals remained there, without unnecessary garbage and spam.
We set up automation and work with transactions according to new regulations, namely notifications and tasks for both managers and executives for control.
Consultations, training
We regularly conduct training and answer questions from company managers and employees. They are very involved in the process, they are interested not only in certain settings being implemented, but also in learning how to work with different elements of the portal themselves, in which we actively help.
Result
We have completely transformed the work on the portal.
Automation of processes ensured instant distribution of applications, eliminating previous delays and losses.
The company's employees confidently use the portal, understanding the funnels, each stage and their role in the process.
Regular consultations and training helped them not only master new tools, but also become active users of the system.
Applications from CRM forms are sent to the responsible manager, their processing has accelerated by 80%. Previously, there was a problem with this, they could be transferred to dismissed employees and it was impossible to work with such applications, they were lost.
As a result, the company regained control over its processes and significantly increased its efficiency, allowing it to focus on growth.
