Service 06

Sales Department & CRM

Databases, scripts, calls, lead qualification, CRM, KPI, training and sales-team management - we build a system where requests are not lost and are brought to a deal.

Discuss the sales department

We help connect marketing, CRM, telephony, managers and analytics into one manageable sales system.

Approach

Sales should be a system, not a set of calls

We connect requests, CRM, telephony, managers, scripts, KPI, analytics and training into one mechanism that helps not only receive leads, but bring them to a deal.

A common business problem: marketing brings requests, but the sales department does not have time, does not record them, does not follow up, loses leads or does not see the real picture of lead quality.

We build the process so every lead enters CRM, receives a clear status, a responsible manager, a processing scenario and result control.

Working with the sales department is not only CRM setup. It is a connection of database, scripts, calls, qualification, analytics, tasks, automation, training and management control.

As a result, the owner and manager see where requests are lost, which managers are effective, which sources bring quality leads and which actions affect revenue.

Tools and connections

CRM, telephony, databases, reports and automation

We set up and connect tools that help control the client journey from the first request to the deal and repeat sale.

Bitrix24 MacroCRM AmoCRM CRM funnels Deal cards Manager tasks Process automation IP telephony Mango Office UIS / CoMagic Call tracking Sales scripts Lead qualification Manager KPI Sales reports Dashboards Database control Team training

What the service includes

From CRM setup to sales-team management

We cover the full sales contour: CRM structure, lead database, telephony, scripts, KPI, manager control, reporting and team training.

01

Sales department audit

We check how requests are accepted, where leads are lost, how managers work with the database, which statuses are used and what blocks conversion.

02

CRM setup

We build funnels, stages, deal cards, fields, tasks, statuses, automations and client-movement rules inside the system.

03

Scripts and regulations

We develop call scripts, objection handling, qualification scenarios, communication rules and manager-work regulations.

04

Telephony and call control

We integrate telephony, call tracking, CRM and call recordings to control lead-processing quality and manager work.

05

KPI and analytics

We set metrics: response speed, number of touches, stage conversion, lead quality, manager and source effectiveness.

06

Training and management

We train the team, implement regular control and help the manager see weak points and manage sales based on data.

01

CRM and client database

CRM structure setup for real sales stages and business specifics.
Creation of funnels, statuses, deal cards, custom fields and mandatory control points.
Database cleanup and structuring: new leads, current deals, repeat clients, cold and warm contacts.
Automation of tasks, reminders, notifications and transitions between stages.

02

Calls, scripts and qualification

Development of scripts for first contact, follow-up, closing, objection handling and client return.
Creation of lead qualification logic: who is target, who is not ready, who needs warming up, who is ready for a deal.
Control of response speed, number of touches, conversation quality and compliance with scenarios.
Connection of calls, telephony, CRM, call recordings and deal statuses.

03

KPI, reports and sales analytics

Manager KPI setup: processing speed, conversions, number of calls, lead quality, deals and revenue.
Building reports by funnels, sources, stages, managers and loss reasons.
Analysis of which channels bring leads that actually reach a deal and which create workload without results.
Formation of a management picture: what happens in sales every day, week and month.

04

Team training and management

Training managers to work with CRM, scripts, statuses, tasks and communication rules.
Implementation of regulations: how to accept a request, when to call, how to record the result and when to return to the client.
Helping the head of sales control the team, analyze weak points and improve processes.
Creation of a system where sales depend not on chaos or a manager's memory, but on a clear process and data.

Start with sales diagnostics

We will show where the sales department loses requests and money

We will analyze CRM, funnel, database, calls, scripts, KPI, manager work and the connection between sales and marketing. After the analysis we will propose a clear plan for setting up the sales department and CRM for your project.

Book a consultation View cases