Presentation
Audit
Cases
Training
FAQ
Contacts

Implementation and configuration of amoCRM in the sales department

Get customized integrations with marketing services to work with your target audience

We will set up business processes in the digital sales funnel and automation of the sales department to increase sales

Our philosophy

Our philosophy is simple and the only true one (I am sure of it, because I have thought about it more than anyone here and maybe more than anyone in this country)

1. If there is a database of contacts that you need to call (or write to, it doesn't matter), it's just a database of contacts. there we set tasks / reminders / make call sheets and so on.

2. As soon as the person at least continued the conversation, this is "Lead".

3. And then the Lead falls into the funnel. Maybe a sooo long funnel, where at first the stages of the sales funnel are very cold, and then a warmer one), but in reality it is always ONE funnel either before the purchase or before the failure

4. If the client has not bought (the lead is closed and not implemented), then either it turns back

into a contract, or a lead is created in another funnel for resuscitation.

All these arguments about specific (individual) processes are nonsense. I have not seen in the 9 years that I have been closely involved in this, not a single exception to what was written above. NOT A SINGLE EXCEPTION.

And this is true for ALL industries and business types

We automate your sales department

We will reconfigure your amoCRM professionally, consistently and within budget

There are many offers on the market for setting up CRM systems "for cheap", you have immersed them in your own business and tried to teach them to understand it for your money.
And now you need a pro to fix it. We will fix it.

Your employees will spend less
time on routine and side actions in their work

We will set up a digital sales funnel with the display of each client in relation to the sale, automate chatbots, calls, sending letters and messages
The manager will have more time to work with clients

Customized automation will
allow you to scale your sales department

We integrate cloud-based. marketing tools to guide the client from the application to the purchase. Automatic task setting for managers
We will set up a smart distribution of calls and the formation of detailed information about each client.

Orders and customer requests will no longer be lost

Get an online system that automatically captures all customer requests and requests from all channels (website, email, messenger or chat form) and adds them to the digital sales funnel.

Get an automated system for monitoring the work of the department

The CRM system itself will remind the manager what and in what time frame he should do when working with the client and if he does not do this, the manager will know about it automatically.

You will save your advertising budget

We are setting up dynamic call tracking and setting up web analytics systems. So that you can track the sources of requests from the company's website with accuracy to the keyword of advertising campaigns from Google, Facebook, Instagram

The cost of the license, bonuses from our company:

Presentation of amoCRM features

Start

How can I order an audit of business processes to collect functional requirements for a future CRM system to determine the project cost of the proposed amoCRM implementation works in your company?

ordering a professional analysis of business processes in your company to collect functional requirements for the future system

The cost of the initial audit is $1850 CAD

Send a request to xsymbionts.ca@gmail.com In the subject of the letter, specify: "Primary AUDIT amoCRM – 2022 - company name"
In the body of the letter, please specify the details for the contract, all contact messengers / phones, Skype, legal address, the country from which you will pay for the service and a preliminary choice of payment method: Payment by bank account, PayPal, Others

We will contact you within 72 hours after receiving your request

you will receive an invoice in the amount of $1850 CAN (excluding bank and payment system fees for the transfer), payment instructions and a contract for this service.

Implementation cases

Distribution of freshly roasted coffee

At the time of implementation, 4 managers served 180 points, a year later 3 employees were able to serve almost twice as many. More details. . .

Automation of dry cleaning

The introduction of amoCRM Made it possible to manage all business processes of the dry cleaning network enterprise, made the work of all participants in the service provision process mobile and flexible.

Repair and cleaning of sewage systems

Integration of a CRM system into a company that specializes in sewage treatment services
The implementation of amoCRM allowed the customer to combine the work of the sales department and the dispatcher department in one system. The tender department and the cold call department received
an effective tool for organizing their work. More details. . .

Furniture Salon

With the help of the introduction of a CRM system and end-to-end advertising analytics, the kitchen furniture salon changed its sales department and opened a branch in the capital. More details. . .

amoCRM for Industrial Equipment Sales Department

With the help of integrated amoCRM and Binotel, it became possible to build a clear order of work with clients and debug interaction between departments.
Reformatted the sales process in the engineer-manager bundle, allocated the sales funnel "Service" and the Replacement Funnel", "Support"
More . . .

Training to work with amoCRM

We prescribe instructions and regulations. We train employees, advise on emerging issues and ensure a smooth transition from the usual tools to the right ones

Test launch and analytics

We are setting up an analytics system, key reports for managers. We make a test run with measurement of metrics after implementation. We are looking for points of growth of the CRM system

Learning to work in a CRM system is an opportunity to understand all the problems that your team faces when selling your product.
As part of the service:

Development and implementation of a step-by-step algorithm for the manager's work when working with a client in amoCRM

Implementation of the algorithm of work and culture of interaction in the CRM system
Development and implementation of the algorithm of the head of the sales department in amoCRM
We analyze the bottlenecks of the sales system. We advise employees on the capabilities of the built system

FAQ

What will happen after paying for the audit service?

After paying the cost of the service: "Audit of business processes", please send a screenshot of the payment confirmation.

1. After receiving payment for the service, within 72 hours the operator contacts you to set the day and time for collecting your data and filling out the corresponding brief. The appointment of the day of information collection is carried out in the order of the queue at the time of the request.

2. After collecting all the information, it is sent to the CRM system implementation analyst. The consultant Draws up a project map. Measures metrics before implementation. It lays down the standards of work and motivation of sales managers in the future system. Preparation - from 15 to 30 days due to the current queue.

Upon providing all the information, you will be informed of the period of providing you with a written technical task for the implementation of the CRM system.

3. If you have any questions after reviewing the received consultation package, please send your questions in writing to our email. We will reply to you in writing within 72 hours.

4. Further, when you decide on the format of further service, your task is to fill out and send us a service request by filling out the application form (provided electronically) and by selecting relevant service options in it, based on your project map and recommended services.

5. After receiving your application for subsequent implementation, the operator will contact you within 72 hours to provide a draft contract for the implementation of amoCRM.

6. Start setting up amoCRM.

Which way will you go with us when setting up amoCRM

We will register an account with amoCRM
We will register you in the service using your corporate e-mail and phone number.

We will set up departments and rights

We will analyze and compile a list of actions of each user depending on the role and department.
Based on this, we will add the necessary departments and distribute users among them.
We will consider limiting the rights of employees to create, view, edit, delete and export contacts, transactions, companies.
For example, if each employee has their own customer base, we will put a restriction on viewing other people's contacts and transactions.

Add employees to CRM

Let's define the users who will work in CRM.
We will add employees using invitations to corporate mail or regular mail.
We will set a task for each employee - to fill out their profile correctly, in the future, the filled fields (employee photos, contacts, etc.) will be automatically inserted into letters to clients.

Let's make the initial setup of the funnel

Let's determine how many stages there should be in the sales funnel in order to realize your product. For example, the simplest is 4 statuses: New application, Offer made, Successfully completed (Sale), Refusal (Not implemented).
At each stage, appropriate actions must be performed on the part of the manager and on the part of the client. Many actions can be automated, read more about the automation of business processes below.
In addition, the funnel helps to understand at what stages how many transactions are hanging and how effectively the movement on them is taking place.
In the future, you can edit the statuses and the necessary actions in them.
If you have several business lines, we will create an appropriate number of funnels, each with its own stages.

Setting up additional transaction and contact fields

Based on the analysis of the current customer base, we will determine which fields are already in the system and which are not enough for the specifics of your business.
For contacts, it can be, for example: birthday, position, shoe size, apartment area, etc.
Transactions have: list of goods, date of shipment, track number, weight of cargo, etc.
We will carefully consider which data to link to the contact, which to the company, which to the transaction.
This is a very important part of the work, because. if you make a mistake at this stage, in six months you can get an overgrown database that is incorrectly filled with data, it is not convenient to work in it, and reports on the necessary segments are completely impossible.

Importing the customer base

We will teach managers to add all their clients to CRM or use automatic import tools via XLS, CSV files.
We will provide control of duplicates of clients. So that when adding an existing client, the manager sees that such a contact already exists, even if it is a client of another manager.

We will write the rules of work
All customer management actions should be carried out only in CRM. No Excel spreadsheets, papers and correspondence via mail that is not registered in CRM. The full rules of work in CRM with the main actions will be below.

We will set up automatic receipt of all new applications in the CRM
In order not to miss a single application, all of them should get into the CRM automatically. Wherever the client writes, wherever he calls, wherever he leaves a request, it must be saved and there must be a processing task for it. In addition, all communications with customers will now be transferred to CRM.

We integrate your website with CRM

If you have a landing page (landing page), a business card site, a catalog site, then applications from all forms on the site will get into CRM.
If you have an online store, an online order of services on the site, then all purchases from the site will fall into the CRM along with orders.
If the site has callback widgets, online chats, lead capture, etc., all applications from these services will get into CRM.
We will ensure that the sources of visits (UTM tags) are saved for subsequent analysis of the effectiveness of advertising channels.

Website integration with CRM will work as follows:

New applications from the site automatically and instantly get into the CRM, the human factor should be excluded.
Immediately after sending, the client automatically receives a greeting from the company - a beautifully designed letter or SMS.
The application should be processed as soon as possible while the Lead is "warm". To do this, the responsible manager is automatically assigned a task with a limited deadline.
For the subsequent analysis of the effectiveness of advertising, the CRM should include: UTM tags, the traffic source, the page from which the application was made, geo location, Google UID, etc.
All incoming applications need to be checked for duplicates. If the contact exists, then add a note and the task "The client has submitted the application again".

Basic integration

Integration of up to 3 different forms on one site, or up to 3 different sites with the same forms.
Filling in up to 10 additional fields from forms to CRM fields
Record in CRM UTM tags: the source of the visit, the keyword, the advertising campaign. Distribution of incoming requests by managers according to a given scenario. For example: by workload, evenly, as a percentage, etc.
Automatic creation of a Lead processing task for a responsible manager.

Advanced integration
In addition to the basic things, you can add the following:

Any action inside the CRM: task creation, notes, automatic status change in the sales funnel
Client geolocation record - Country, Region, City, Time zone
Sending an e-mail to a client with an attached Commercial proposal or price list
Sending an SMS to a client or a Telegram message
Instant call back to the client by phone, with automatic dialing on behalf of the manager
Subscribing a client to an email newsletter, for example MailChimp.
...and much more

Integrating telephony with CRM

Select a virtual PBX operator.
Let's install a ready-made widget or solutions for integrating calls with amoCRM.
Let's record a voice greeting or generate it from the text.
We will set up call recording so that you can listen to any conversation between a client and an employee on the transaction page.
An incoming call from a known client will be forwarded to the responsible manager.
Outgoing calls to customers will be made directly from the CRM in 1 click without additional software.
If a call is missed, the task is assigned to the responsible manager automatically.
We will provide call forwarding to amoCRM when the caller clicks the extension number.
When an incoming call is made, a contact card with information will pop up in the CRM. If the responsible person does not pick up the phone, the call is forwarded to another manager or to everyone at the same time.
If you have several advertising numbers, we will set up saving the number to which the call was received in the contact card for further analysis of the effectiveness of advertising.

Mail integration with CRM

By default, mail is automatically integrated at the time of employee registration in CRM.
Let's set up the mail so that all incoming emails are attached to the leads, and a letter from an unknown person creates a new lead.
Let's set up templates for working with mail.
We will set up tracking with tracking of the opening of the letter in order to call the client at the moment when he is studying your offer.
We will set up automatic sending of an email when moving to the next stage, for example, order confirmation.
We will set up signatures of responsible managers with automatic substitution of photos and contact details.

Integrating chats and social networks into CRM

Instagram and Facebook page integration will be provided.
We integrate advertising forms with Facebook so that all completed forms automatically come to amoCRM.
Let's set up the synchronization of correspondence in amocrm with Whatsapp, Telegram, Viber, Skype.
We will set up a Bot (SalesBot) for the initial automatic qualification of the client and the collection of contact data.

Creating a digital sales funnel

We will analyze your sales procedure from the very beginning of the receipt of the application to the closing of the transaction.
We will determine and configure the required number of sales funnel statuses, which is required based on the needs and actions that must be performed at each stage.
Add the required number of statuses to the CRM, for example: New application, Qualification, Commercial offer, Invoice, Lead in progress, Lead shipped, Documents received, Successfully implemented.
We will set up actions for each funnel if you have several products that differ significantly in the sales procedure.

Automation of task setting for managers
There should not be an active lead without a task. Never! Managers should not think about what action needs to be performed now, they should always have a specific task depending on the stage. At different stages of the transaction, tasks can be assigned to different people.

We will set up the task statement for a new incoming request: contact the client, find out the needs, process, write, call.
We will set up the task statement for the presale: calculate the cost, show the object, meet, measure, prepare a commercial offer, etc.
Setting the task for sale: issue an invoice, send a contract, check the payment. Read more about document management automation below.
Setting the task for sending to production: to manufacture, prepare the goods, prepare everything necessary for the provision of services.
The task for shipment: to complete the goods, transfer them to the delivery service, provide the customer with a service, etc.
The task of closing the transaction: send closing documents, get feedback from the client, prepare a report.
Re-sale task: add a task when you need to contact the customer again, offer a repeat purchase, another product, etc.

Automation of notifications

We will set up sending SMS or e-mail to the client at the initial request.
We will set up sending information about the responsible manager with photos and contacts to the client after the appointment of the responsible one.
If necessary, we will set up a notification to the client at each stage of the transaction: the invoice is issued, the goods are prepared, shipped, etc.
Upon successful completion of the transaction, we will configure the sending of a Quality of service Assessment (NPS) request.
If the client refuses the transaction, we will set up sending an email asking for what reason the refusal was.
We will create the necessary templates for manual messages (by SMS, email, in chats, social networks) for typical events: reminders, greetings, greetings, refusals. Responses should be personalized, using field substitution. For example: "Client name, we are still waiting for you to pay the invoice -invoice-number!"

Document management automation

We will create standard documents in one click or automatically at the moment of changing the stage of the transaction.
We will set up automatic or semi-automatic creation of a commercial offer with products in PDF format or in any other.
We will add automatic generation of an invoice with goods from the previous item when the transaction moves to the next stage.
We will set up the automatic creation of a contract with the client's details with the setting of seals and signatures in the document.
We will set up automatic creation of the act, invoice and other closing documents.
We will set up automatic sending of the created documents to the client with control of receipt and opening.
We will configure the saving of all created and attached transaction documents in a cloud storage, for example, Google Drive.

Marketing Automation

At the time of receipt of the application and before the sale stage, we will set up the "warming" of the lead with the help of targeted advertising in social networks, in Adwords, in Yandex.Direct.
After a successful sale, we will configure disabling advertising for this client to save the budget.
We integrate with the CRM mailing service in order to subscribe a client to an e-mail newsletter, depending on the segmentation according to various criteria: bought, not bought, VIP clients, etc.

Training managers to work in CRM

Working with transactions. How to create a deal and guide it through the funnel? What are the stages of transactions and what needs to be done at each stage? Why there should be no transactions without tasks.
Working with contacts. In which cases are contacts created automatically, in which cases do they need to be created manually?
Telephony in CRM. How to call a contact from CRM, how to accept a call? How to listen to recordings of a conversation on this client.
Working with mail. How do I write a letter to a client from amoCRM? In what cases can I use email templates? How to track the opening of a letter by a client? Where to view all incoming emails?
Working with documents. How does automatic document management work? In which cases are documents created automatically, in which cases manually? How to create an invoice, report, invoice in CRM and send it to the client?

Training managers to control employees
What are the reports in the system? What are the tools for motivation? How to see who works well and who works poorly? How to see where customers come from and which channels are most effective?

We will write a new regulation of work in the company
With a clear work schedule, CRM implementation is effective. Managers should clearly know what to do at any given time.

Analysis of transaction sources
We will set up saving the source of the receipt of leads (requests) for subsequent analytics of the effectiveness of advertising channels:

When an application is received by mail, we will set up an automatic tagging of the lead with the appropriate tag or an entry in an additional field.
We will set up telephony and CRM so that when a call is received, the corresponding number is automatically placed in the application source.
Analysis of sources from the site. We will configure the integration of site forms so that the CRM stores data on Google Adwords advertising campaigns. Saving UTM tags, geo-locations, etc.
When contacting customers from social networks, we will configure the retention of network labels and advertisements.
Similarly, when contacting from chats.
We will set up automatic sending of the sale to Google Analytics. We will configure the use of Google Client ID to match the site visitor and the client in amoCRM to send a request about each successful transaction and budget. After that, Google Analytics will have the ability to track and segment conversion sources.

Analytics of managers' work
We will configure the built-in analytics systems based on your CRM. Analysis of calls, emails sent, the efficiency of processing applications, the amount of revenue, the number of tasks, etc. Find those who imitate violent activity, and who really work and make a profit for the company.

How long will the implementation of amoCRM last?

It directly depends on your goals, needs and willingness to change. We will close all technical work as soon as possible, but even this depends on the combination of solutions that we will determine together with you. The terms of methodical work depend on your involvement and openness of employees to changes.
We usually plan for implementation from 1 to 3 months, but we are also ready to support and accompany your company in the long term.

Are you somehow connected with amoCRM?

We are not a division of amoCRM, our company is an official partner of amoCRM (Partner ID: 28533371). Each of our specialists passes (and annually confirms) mandatory certification in amoCRM and other services that we implement. You can be sure that the work will be done by professionals.

Are you working remotely or not?

We work remotely

Can I ask questions before we start working?

Of course, we are ready to discuss all your questions, listen and try to resolve all doubts about the future project. Or, if we understand that you do not need to implement our tools, advise an alternative solution. In any case, our goal is to make your company's work more efficient.

Have A Project To Discuss?

We're Ready! Let's talk

Write to messengers:

Name *

Email *