Transitions within a section
CRM / automation
We remove manual chaos from sales: the system itself sets tasks, controls deadlines, moves deals according to the rules, notifies the team, records the next step and prevents the lead from getting lost between the manager, advertising and messengers.
Losses without automation
What we are setting up
For the manager
What's included
When exactly the system should respond: new lead, change of stage, lack of response, delay.
Who does the lead go to, how does the person in charge change, and what to do if the manager doesn’t take the deal on time.
What next step should appear automatically for the team and with what deadline.
Who to notify and about what: manager, supervisor, ROP, marketing, service unit.
The system identifies transactions without movement and does not allow them to be “forgotten”.
After launching automation, you can see where losses have actually been reduced and reactions have been accelerated.
Related Pages
We separately analyze the mechanics of rules, auto-actions and sequences.
So that automation does not break down on messengers and the dialogues are inside CRM.
To control calls, missed requests and the speed of the first response.
So that after automation you can see the numbers, and not just the presence of robots in the account.
FAQ
Yes, if the basic account structure is already working. But when the funnel and fields are poorly assembled, automation only perpetuates the chaos.
No. She removes routine, controls deadlines and makes the next step mandatory, but does not sell a complex deal instead of a person.
In terms of response speed, number of overdue tasks, loss of leads and transparency of stages. If these numbers do not change, the scenario is made formally.
