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Commercial operations and CRM
We put the L2O (lead to order) cycle in order, roll out a practical sales process that makes sense for your team and integrate a multichannel CRM with your ERP. We also extend your current CRM with low-code workflows.
Sound familiar?
When selling depends on spreadsheets
Our ERP has no real CRM.
The pipeline lives in spreadsheets with no real integration.
Each channel and each salesperson works their own way: email, WhatsApp, phone.
Discounts and exceptions are approved verbally, by email or WhatsApp, without being tied to sales or to later analysis.
What do we solve?
The sales process first, the tool after
Simple, practical multichannel integration
Email, WhatsApp, web and phone arrive in the same place, with an owner and a history for each client.
Integrated, practical and automated processes
From lead to quote to order in the ERP, with no re-keying, clear stages and automatic tasks.
Better control of exceptions and discounts
Rules and approvals for special prices, with a trail of who authorized what and why.
How is it left running?
A sales team working in one place
We define the process with the people who sell, configure it in the tool and integrate it with your ERP. We train the team and stay with them for the first weeks until the sales pipeline is managed smoothly.
Technology, after the process
Tools we implement in this line
Process and good practice come first; the tool comes after.
Main enabler
Bitrix24
Multichannel CRM: social media, email, WhatsApp, voice and video in one place, with the whole sales pipeline integrated. Plus more than 35 tools to digitize your workplace.
Main enabler
Bautomate
Multi-technology hyperautomation for complex, high-volume environments: workflows, RPA, document reading and AI in a single process, from the sales channel to the ERP. It requires a formal implementation with a specialized team.
Supporting enabler
Cflow · Kissflow · Netoloji
They complement the CRM where it doesn't reach: approvals of discounts and exceptions, or detailed requests to a technical area to put an offer together. All pending items in view, Kanban-style, integrated into the workflows.
Supporting enabler
mindzie
Process mining to monitor compliance with SLAs and parameters in sensitive or regulated sales processes.
Technologies via e-CGS, our sister company and technology partner.
Related ideas
Keep reading
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