Digitization of the sales team

by using CRM and Marketing Automation


With our client Intelsol, we embarked on a big challenge and that was the complete digitization of the sales team. Initially, the sales team worked mainly in Excel spreadsheets and rarely worked with digital tools. After a thorough mapping of the processes, we proceeded to the implementation of CRM Pipedrive with a connection to the marketing automation tool ActiveCampaign and the creation of a simple e-shop on the Wordpress platform.

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Project benefits

  • Several times higher year-on-year turnover (due to the unusual situation on the market - the pandemic)
  • Effective transfer of leads from the acquisition department, from email mailings and from the e-shop directly to merchants in the CRM
  • Advanced reporting for business team management
  • Stronger and clearer delegation of tasks to the sales team
  • Automation of a large part of internal processes

OTHER REFERENCES

zoot

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Full reference
Form Factory

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NPS and chatbot “Honza”

LMC

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