Enhance the capabilities of your sales, marketing, and service teams by providing them with the tools of a customer relationship management platform. Ensure service excellence, increase operational profitability, and boost sales volumes.
- Manage both external and internal services
- Organize the sales process
- Automate marketing activities
- Over 25 years of experience of implementing comprehensive projects
Connect your virtual office and provide remote workers with access to all company files, databases, and software.
Through a thorough pre-project analysis, we meticulously outline all business processes within the CRM system to streamline operations and automate tasks, eliminating unnecessary routines. Your company will always operate smoothly and stay on predicted course.
What’s included:
- Sales funnel configuration
- Establishing work protocols
- Automation of routine operations
The CRM system’s database meticulously records all customer data and company operations. Employees always have access to the information they need, eliminating the risk of data being lost in an unidentified Excel spreadsheet.
What’s included:
- Fixation of each operation
- Remote access for employees
- User rights distribution
All communication channels between your staff and customers are integrated into the CRM system. No call is missed, no email is lost. You have access to all customer interaction data at any moment.
What’s included:
- IP Telephony
- Messengers and chats
At this stage, it is essential to outline how the business currently operates in order to understand how its activities can be improved. Our CRM implementation specialist analyzes the operations and conducts survey with those involved in your business processes. A mistake at this stage will result in challenges when trying to eliminate bottlenecks in the business processes and correctly configure event chains in CRM.
We meticulously outline the company’s structure, its products and services, its customer acquisition channels, and the algorithms used in customer interactions. We also provide a detailed overview of the analytical tools used to evaluate the efficiency of both individual employees and the business as a whole. The outcome of this stage is a thorough understanding of how the company operates and the identification of areas for improvement/automation. We also deliver a ready-made library of processes for swift analysis.
With a comprehensive description of the company’s business processes, we can identify operational bottlenecks. It becomes evident where documents are delayed in the approval cycle, which inter-departmental communication needs refining, how business performance is assessed, which customer interaction strategies are ineffective, and more. The project documentation must outline all system requirements, enumerate essential functionality and specify additional solutions for integration.
It’s important not to overload the system with unnecessary features to maintain simplicity in its operation. By the end of this stage, there should be a clear understanding of what the business wants from CRM and the company integrating the solution.
At this stage, we develop a detailed technical roadmap for integrating business processes into the system. All the interaction chains developed and improved within the company are transferred. Every step of the customer interaction is automated, from submitting enquiries on the website to renewing contracts, invoicing, reporting and more. Checklists with recommendations are created for each stage of the sales funnel, allowing new stages or entire funnels to be added. If all actions are performed correctly, a customer enquiry, e.g. on the website of an online shop, is registered, assigned to a responsible manager, eventually progressing to a deal and following the 5 stages of the classic sales funnel.
We meticulously configure integrations with telephony, email services, company websites, and other software. Our technical specialists customize each manager’s workstation (CRM account) according to predefined parameters and access levels. We establish interaction chains, fine-tune sales funnels, create automation scenarios, generate reports, allocate access rights, make interface adjustments, and seamlessly import customer and deal databases into the system. </ P>
The result of this stage is the complete operational readiness of the system, the creation of a fully functional manager’s workspace, and the presence of all interaction chains.
In the training phase, it is crucial to communicate to employees that the implementation of CRM is important and beneficial not only for the company but also for the employees.Employees go through a brief training session on how to use the CRM and then start working with the system, entering data, processing enquiries and more. In the first instance, it is vital for the company’s leadership to oversee the process, ensuring that managers follow the workflow algorithm in the system and diligently store all the necessary data. The ultimate result of this stage is the fully-fledged launch of the system. </ P>
After one month, it is crucial to assess sales performance, monitor the current state of affairs, and evaluate the workload of departments. Examine the sales funnel and identify any bottlenecks in the company’s operations. This stage is essential for fine-tuning the functionality, interaction chains, and configuring the system to meet the specific needs of both the company as a whole and each individual employee.
Effective CRM implementation for businesses means cost reduction and optimization of business processes.
The economic impact of implementing an Electronic Document Management System based on completed Cases:
- 4-6 times reduction in contract preparation timelines
- 2-2.5 times longer duration for agreed contracts
- 1.5-3 times reduction in the cost of the approval process.
- 20% improvement in diligence discipline.
- 84% acceleration in the process of locating required documents
Largest Chemical Сoncern Worldwide
- Over 150 users in the system
- Digital signature-based contract signing mechanism
- Project management, electronic document flow
- Over 60% of the company's documents are digitized
One of Europe's largest manufacturers of cardboard and paper products
- Over 200 users in the system
- Contract and records management, meeting management, corporate document storage system
- Ensuring control of compliance with a range of ISO requirements
Famous Ukrainian plant specializing in the production of pumping equipment.
- Over 700 users in the system
- Contract management, implementation of electronic document flow
- Control over setting and completing tasks and assignments
CRM system implementation
Implementing a CRM system enables businesses to optimize relationships with customers. Simply put, it helps to establish communication, stimulate sales, increase the loyalty of regular customers and attract new ones. In addition, the implementation of a CRM system, the price of which is affordable, forms a positive image of the company and increases its profit in the long term. Such an upgrade is aimed at improving the service and solving numerous marketing tasks.
Modern business automation has an important advantage. It consists in the possibility of taking into account every stage of work with clients. A high-quality CRM system for business has a simple interface and a clear algorithm of action. All steps are saved in the system. Therefore, it is very easy to view them, for this you need to make only a couple of clicks when the dashboards and reports are pre-configured by a professional company — integrator of IT solutions.
It is worth noting that the basis of the concept is visibility. All clients are automatically allocated by stages of the deal. The manager can see what target actions should be applied to each of them. The CRM system for business is reliably protected against database copying, deletion and unauthorized access. Most of its processes are automated. Therefore, the probability of making mistakes is minimal.
What is important to know for the successful implementation of the CRM system
A modern CRM system, the cost of which will pay off quickly, can be universal or designed for a specific company. At the same time, they all have similar basic functions. Among them:
- formation of an expanded client base;
- effective sales management;
- control over the work of employees;
- integration with other resources;
- simplification of document flow.
The CRM system, the price of which depends on various factors, records everyone who left their data on the company’s website at least once. Therefore, the speed and quality of processing customer requests is improved and takes into account the previous history of communication and requests. In addition, the IT tool systematizes the work and shows the status of each completed transaction. It evaluates the efficiency of application processing.
CRM business automation systems help increase sales. Method of action – creation of individual proposals for clients. They are popular among most companies working in the spheres of trade and providing services to the population. When choosing a program, it is necessary to pay attention to its simplicity and accessibility. It should also have a free trial period and step-by-step instructions for use.
CRM system implementation services are provided by LITIKO. It helps to expand sales opportunities and also offers specialized platform tools for customer relationship management. In addition, the main activity includes IT consulting. It includes the development of an IT strategy and TK for automation systems, a description of business processes and an audit of the quality of information systems.
If you are also interested in BPM systems for integration with CRM, contact LITIKO specialists. They effectively automate business processes: from their development to configuration and commissioning. All automated solutions are created taking into account the requirements of Ukrainian enterprises and the requirements of domestic legislation.