Client's Problems

  • Leads are lost because they are not entered into the CRM
  • Customers are forgotten as there is no task assigned to follow up with them in the CRM
  • Lack of scripts and communication standards for interacting with customers; managers rely on their own experience
  • Absence of control and analysis of dialogues; managers lack feedback on their work

The result the client received

CRM SYSTEM:

  • Customized the CRM according to the client's requirements 
  • Created a unified customer database:up-to-date information on any customer is available at any time
  • Introduced standards and instructions for CRM management: each client is assigned the next step, all overdue tasks are monitored

SALES MANAGEMENT:

  • Implemented regular reports from managers.There is transparent analytics on the work of each manager (by day, week, month, year). The sales plan achievement forecast is monitored daily
  • Implemented scripts and communication standards with clients 
  • Implemented a systematic training program for managers
  • Implemented a quality monitoring system for managerial work, providing feedback that resulted in a 27% increase in conversion rates 

RECRUITMENT:

  • Provided tools for recruiting and selecting sales managers
  • Developed an extensive training system for new managers, resulting in the successful recruitment of 2 new managers

ANALYTICS:

  • Highlighted the company's key financial indicators: financial control is maintained, money is not lost, and effective distribution takes place
  • Increased prices for goods based on market analysis and customer demand
  • Developed and deployed a marketing and sales dashboard, optimizing marketing campaigns
  • Established an annual sales plan with a detailed breakdown and forecast of achievement