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Adizes Institute

08.02.2019

Colleagues, I share my feedback on working with a company that helped us at the Adizes Institute to register and debug business processes. If you use CRM, in particular bpm’online, feel free to contact Yaroslav Syvak from CRM TOOLS.

At the time of the start of cooperation with Yaroslav, we implemented bpm'online in our work and already used crm throughout the year. There were several reasons why we decided to carry out improvements: a mess in the organization of the work of managers working with clients; difficulties in evaluating the effectiveness of the work of managers. But most importantly, we wanted to optimize business processes according to the specifics of our work: ‘boxed’ business processes did not suit us.

First of all we registered contact points for customers with the site, formed a list of existing products, segmented clients, defined criteria for creating leads, and agreed on rules by which the system would find and offer to combine duplicate contact records.

After that, we described the business processes ‘on paper’, and then simulated the sequence of process steps graphically. And only then we transferred processes to the test database, and after the test drive and debugging of small details — to the live one.

In addition, CRM TOOLS helped us to visualize analytical data on dashboards. Thanks to it, we now are able to track any metrics in only few clicks.

 

What is the result?

  1. We automated business processes, thereby increasing the efficiency of work and productivity of employees at times.
  2. Lost and unprocessed leads reduced to zero by organizing better control over their processing.
  3. We carry out in-depth analysis of leads in the context of sources of drawing customers, types of needs, stages, responsible employees, in other words, we track the movement of leads from drawing custom to a successfully closed deal.

 

We should also note the speed and quality of feedback from CRM TOOLS specialists. It is very nice when, after paying for a product / service, you as a customer are not forgotten. After the end of the project, we repeatedly asked questions to Yaroslav and always received high-quality consulting support.

Big thanks for helping us become better. We still have something to work on, because CRM is like a musical instrument: once you have learned how to play it, you cannot stop, you need to improve your skills on a daily basis, and only in this case it will ‘sound’ cleanly and fully.

We wish you interesting projects and grateful, satisfied customers!

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