How We Built a Sales Management System in CRM
Posted: Thu Jan 30, 2025 3:48 am
Case:
The Client's target audience is distributors, wholesale buyers, chain retail, hotels and inns, where decision makers are owners and purchasing specialists. There is a lower threshold for shipment - 100 thousand rubles. The work was carried out only offline on the principle of cold sales and word of mouth.
The following tasks were set:
launch wholesale sales via digital ;
systematize the process of processing leads in order to guatemala consumer email list minimize the percentage of dropout ;
build a controlled repeat sales system .
As a result, the Completo team:
for sales specialists, I built a functional two-level sales funnel and reporting system;
for sales representatives, I built a separate cold sales funnel (outreach) and my own reporting system;
paid attention to assessing customer satisfaction;
eliminated the possibility of losing a deal, because managers sometimes missed them and didn’t see them;
created a controlled history of repeat sales and upselling, which basically did not exist before and the Client did not understand how often people buy from him and could not divide clients into 4 categories: they buy a lot and often, a lot and rarely, rarely and for a large amount, rarely and for a small amount.
Results :
+5.7 million rubles from online orders;
12 new clients;
100% repeat sales.
The Client's target audience is distributors, wholesale buyers, chain retail, hotels and inns, where decision makers are owners and purchasing specialists. There is a lower threshold for shipment - 100 thousand rubles. The work was carried out only offline on the principle of cold sales and word of mouth.
The following tasks were set:
launch wholesale sales via digital ;
systematize the process of processing leads in order to guatemala consumer email list minimize the percentage of dropout ;
build a controlled repeat sales system .
As a result, the Completo team:
for sales specialists, I built a functional two-level sales funnel and reporting system;
for sales representatives, I built a separate cold sales funnel (outreach) and my own reporting system;
paid attention to assessing customer satisfaction;
eliminated the possibility of losing a deal, because managers sometimes missed them and didn’t see them;
created a controlled history of repeat sales and upselling, which basically did not exist before and the Client did not understand how often people buy from him and could not divide clients into 4 categories: they buy a lot and often, a lot and rarely, rarely and for a large amount, rarely and for a small amount.
Results :
+5.7 million rubles from online orders;
12 new clients;
100% repeat sales.