How to migrate from RetailCRM and improve work with wholesale customers?

#CRM   |   #Pipedrive   |   #Automation |   #Warehouse  |   #Оптові клієнти

На продуктах «Школярика» виросло покоління.
The "Shkolaryk" brand is the nostalgic and warm feelings of Ukrainian youth. For more than 22 years
their products are used from school desks to university halls.

What was BEFORE our cooperation

PURPOSE and criteria set before us by the foundation:

What CRM was chosen:

KPI AFTER cooperation

0 %
A sabotage from sales managers
0 %
History of communication with clients in a single CRM system

Why Pipedrive was chosen

WHAT WAS DONE

Achieved the set goals in 5 weeks.

CUSTOMER FEEDBACK:

Qualitative study of the customer's task

It seems to me that today this is the optimal solution for the B2B channel. The system is focused on working with the client, not the product.
Yuriy Turchin
Commercial Director

It is better to distribute work with regular and potential customers into at least two funnels in the CRM system. These give an ability to: 
- implement the movement of the deal along a clear and uncongested sales chain; 
- to collect analytical indicators of the transition of potential customers into permanent customers more accurately; 
- to track in the CRM system regular customers who have taken a break and to take measures for their resuscitation in a timely manner.

Project curator:

Implementation of the project with the involvement of several technical specialists from different parties requires additional control over deadlines. That is why we use the SCRUM method on such projects, which allows us to shorten the execution time and establish the most effective communication within the project. 

Olena Toptunenko

Case team:

Yulija Kishinka

Maria Shapoval

Project implementation time:

1 month

taking into account the configuration of Pipedrive itself and the development and implementation of Pipedrive integration with the accounting system.

Achieved results:

0 %
of sales enters the CRM system
0 %
Communications with customers are stored in the CRM system

What is important to consider when integrating a CRM system and an accounting system ?

One of the most difficult aspects of creating a logical algorithm for a sales manager's work is combining his work in CRM and accounting systems. 
Of course, the ideal option is to maintain sales accounting and communication with the client in a single system. But as experience shows, bringing everything into a single system for 80% of companies is either very expensive or turns out to be inconvenient in the end. Therefore, let's consider what needs to be paid attention to in order to conveniently organize the work of managers in companies leaving two systems:

Do you plan to achieve more results?

We will select solutions to unleash the financial potential of your sales department to the top results