Custom CRM Strategy & Implementation
To address the challenges arising from the company's expansion, Moviter needed to organize, train, and enhance its commercial efforts, focusing not only on acquiring new clients but also on managing existing ones. Given the nature of the business, a tailored CRM was created to oversee the entire sales cycle of the company. This CRM, fully integrated with the company's ERP, was designed around three key modules: Contacts, Accounts, and Opportunities. It also tracks all information related to meetings, visits, and proposals, featuring a proposal configurator to improve the sales team's workflow. The platform includes essential tools for managing the sales pipeline, enabling access to vital business information during the sales process and allowing for the geo-mapping of customers and prospects via Google Maps to optimize business visits. Additionally, it automatically sends notifications and alerts to management and sales teams. With this custom CRM, the sales team's workflow has been optimized, leading to the acquisition of accurate and comprehensive data on the sales pipeline. It also facilitates detailed analytics and reporting on key performance indicators and sales outcomes.