CRM consulting
Setting up CRM for manufacturers and distributors of building materials: sales funnel, statuses, fields, integrations, quality control of application processing and managerial discipline.
CRM consulting is not implementation from scratch (integrators do that). This is putting things in order in the existing CRM: the right funnel, the right fields, work integrations,…
Implementation stages
5
The number of steps in the implementation work plan.
Blocks included
8
How many specific works and artifacts are included in the service?
Model phases
3
Analysis, 2 months of putting things in order and transition to payment for results.
Focus
CRM consulting
Applied specialization for the tasks of manufacturers and distributors.
Service essence
CoreCRM is a sales management center. But in the building materials niche, CRM more often works “for show”: part of the transactions, part of the calls, part of the clients. Cards are partially filled out, statuses are not maintained, and reasons for refusals are not recorded. As a result, it is impossible to build adequate analytics, there is no trust in the data, and the owner does not understand where deals are lost.
CRM consulting is not implementation from scratch (integrators do that). This is putting things in order in the existing CRM: the right funnel, the right fields, work integrations, regulations for processing applications and monitoring the discipline of managers. The result is CRM as a real management tool, and not a data dump.
Key focus
Context
CRM is a sales management center. But in the building materials niche, CRM more often works “for show”: part of the transactions, part of the calls, part of the clients.…
Key focus
Approach
CRM consulting is not implementation from scratch (integrators do that). This is putting things in order in the existing CRM: the right funnel, the right fields, work…
Risk map
Typical problems
CRM is “for show”
there is a system, but managers conduct transactions in Excel, notepads or WhatsApp. 30–50% of data ends up in CRM
Loss of applications
applications are lost in the mail, in instant messengers, when transferred to dealers, or when a manager changes. No single point of entry
There are no reasons for refusals
the deals are “lost”, but no one records why. No data for improvement
Weak discipline
managers do not update statuses, do not fill out cards, do not call back on time
What is included
DeliverablesHow we work
Roadmap01 · Audit
1 weekAnalysis of current CRM: funnels, data, integrations
- Analysis of current CRM: funnels, data, integrations
- Interview with the head of sales and managers
- Identification of main loss points
02 · Design
1 weekNew funnel and fields structure
- New funnel and fields structure
- Integrations map
- Regulations for processing applications
03 · Setup and integration
1–2 weeksSetting up a funnel, fields, automation
- Setting up a funnel, fields, automation
- Connecting integrations
- Testing
04 · Training and launch
1 weekTeam training
- Team training
- Start in operating mode
- Filling control in the first 2 weeks
05 · Support
1–2 monthsDiscipline monitoring
- Discipline monitoring
- Adjustment of processes based on results
- Dashboard for the manager
Result
OutcomeCRM as a real tool
Measurable impact
all requests are in one place, managers conduct transactions through a clear funnel
Orders are not lost
Measurable impact
automatic creation of deals from all channels, SLA based on processing time
Data for decisions
Measurable impact
reasons for refusals, conversions by stage, effectiveness of each manager
- CRM as a real tool - all requests are in one place, managers conduct transactions through a clear funnel
- Orders are not lost - automatic creation of deals from all channels, SLA based on processing time
- Data for decisions - reasons for refusals, conversions by stage, effectiveness of each manager
- Connection with marketing - you can see which channels bring high-quality applications and which do not
- Control without micromanagement - the dashboard shows discipline and results, the manager does not waste time on manual checks
- Less dependence on people - processes are described, data is in the system, the new manager gets to work quickly
Why us
PillarsExperience in CRM for building materials
Ceramic Group case: implementation of workflows in amoCRM, team training, linking KPIs to CRM, automation via WhatsApp Business API
Ceramic Group case: implementation of workflows in amoCRM, team training, linking KPIs to CRM, automation via WhatsApp Business API
Focus on processes, not buttons
we set up not “fields in CRM”, but a workflow for processing applications that the team actually carries out
we set up not “fields in CRM”, but a workflow for processing applications that the team actually carries out
Connection with marketing and analytics
CRM consulting as part of an end-to-end system: advertising → website → CRM → analytics
CRM consulting as part of an end-to-end system: advertising → website → CRM → analytics
AI enhancement
analysis of managers' calls, identification of errors and frequent objections, scoring of leads based on the likelihood of a transaction
analysis of managers' calls, identification of errors and frequent objections, scoring of leads based on the likelihood of a transaction
Cooperation model
ModelFree funnel analysis
45 minutesWe call each other for 45 minutes, fix bottlenecks and outcome criteria.
We put things in order in 2 months
2 monthsWe reassemble channels, analytics and the connection between marketing and sales according to the roadmap.
Then we work for %
after 2 monthsAfter the stabilization phase, we take % only of additional revenue from CRM.
Sign up for a free funnel analysis
Start with a free analysis of the funnel for 45 minutes: we will fix the baseline, agree on a plan for 2 months and the rules for calculating additional revenue from CRM.
Sign up for a free analysisBook a free funnel audit
45-minute call: we review your current channels and lock the first 2-month improvement plan.
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