CRM - Sales Lead Generation and Contract porcessing

 In the bustling world of business, a wealthy company of 100+ employees found itself grappling with the challenges of lead generation and information management. The manual processes were not only time-consuming but also prone to errors, causing valuable leads to fall through the cracks. Initially there was roughly 10-15 multi million dollar leads generated each month that required extremely close attention.

Enter Implementai.pro, with a expert level in Customer Relationship Management (CRM) software implementation. The company sought our help to implement an off-the-shelf CRM system with automated lead generation capabilities.

Aleksander and his team at Implementai.pro embarked on a journey with the company (that took roughly a week), beginning with a comprehensive analysis of their lead generation process and information management practices. They identified the bottlenecks and areas where automation could bring about a significant improvement.

Implementai.pro recommended a market-leading CRM software known for its robust lead generation module. The software was equipped with advanced features like automated lead tracking, follow-up reminders, and detailed analytics. It was designed to ensure that no lead, no matter how small, would be left behind. This also enabled multiple cross marketing actions that the company did not pursue in the past for lead generation of deals that have gone cold in the past.

The strategic roadmap for the implementation of the software was crafted by Implementai.pro. It was a step-by-step guide that ensured a smooth and successful transition from the old system to the new one. The roadmap also included a contingency plan to tackle any potential obstacles that might arise in the future. We also took upon ourselves to make the head of Sales the software champion activeley using it and by default requireing their sales force to use it.

The implementation phase was a resounding success. The company witnessed a significant boost in lead generation, thanks to the automated features of the CRM software. From a top count of 15 per month to roughly 60 in the first month. The chaos of information management was replaced by a well-structured, efficient system where every piece of information was accounted for.

The company was thrilled with the results. The increase in lead generation and the efficiency of information management forcasted a surge in productivity and profitability. The company was now able to focus more on their core business activities, knowing that their leads and information were well-managed.

This success story is a testament to our commitment to delivering effective technology solutions that drive operational improvement. And so, Implementai.pro continues to shine in the realm of technology consulting, helping businesses leverage technology to its fullest potential.