CRM / automation
Auto scripts and automation amoCRM
This is a hub for automation inside amoCRM: funnels, robots, triggers, tasks, control of the next step, access rights and the logic by which the sales department does not fall apart into manual chaos. Here are collected pages that cover not just one button, but the entire transaction route.
Funnel and stages
Robots and triggers
Rights and control
Manager Analytics
Main mistake They try to start automation with buttons, without agreeing on the stages, reasons for failures, the next step and the responsibility of the manager.
What should happen The deal moves along a clear route, the system itself reminds, pushes and collects a signal for the manager.
What to see for a manager Where deals get stuck, who didn’t set the next step, at what stage the money is burning and where the process breaks down.
Main pages
What does automation really consist of?
Without system
What happens without automation
Deals hang around without a next step and without tasks.
Managers handle identical situations differently and the department falls apart due to personal habits.
The manager receives the numbers, but does not see which part of the process is broken.
What we are setting up
Scenario outline
Stages and rules of transition.
Points for setting targets and monitoring SLA.
Signals to the manager regarding stuck, overdue and poorly processed transactions.
Result
Automation as controllability
Less losses due to routine and forgotten actions.
Same processing logic for the entire team.
Clear analytics: where the deal failed and why.