CASE · Lumber and timber sales
Kommo Implemented for Lumber and Timber Sales
The client had been working with Kommo for a long time — after a thorough audit, bottlenecks were identified and the system was fine-tuned.
The task
The client had been working with Kommo for a long time — after a thorough audit, bottlenecks were identified and the system was fine-tuned.
The problem
The existing CRM was not working to its full potential: the audit revealed bottlenecks in inquiry processing, automation, and analytics.
What we did
An audit of the existing Kommo system was carried out, followed by fine-tuning: pipelines and sales lines; internal automation (tasks, auto-tasks, robots, masks, triggers, work groups, projects); client card layout and additional fields; lead and deal attributes and properties.
Integrations and technologies
Project highlights
- 01Audit of existing CRM and bottleneck elimination
- 02Pipelines and sales directions
- 03Automation: tasks, auto-tasks, robots, masks, triggers, workgroups, projects
- 04Client card and additional fields customization
- 05Inbound request channels integration
The result
Goals achieved: faster inquiry processing by managers; staff time freed up for high-value tasks; improved customer service quality; control of managers' work through Kommo metrics with subsequent adjustments; and profit growth through increased sales department throughput and integration of incoming inquiry channels.
SERVICES
