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amoCRM for Industrial Equipment Sales Department

Setting up automation of all tasks and assignments for the b2b sales and service department.

Why amoCRM

amoCRM is narrowly focused on sales departments and this is at the level of ideology.

There are CRM systems where everything about everything is crammed with a huge number of functions that seem to be suitable for everyone, but at the same time they are certainly inferior in details when compared with niche products.

We have a narrower product and it is absolutely more technologically advanced in its niche read more

For many owners of small companies, they want to have everything in one product, because it seems to them that they will be able to save on costs in this way.As a result, instead of narrowly sharpened professional tools, divisions receive
a hybrid with an ever-lagging unfinished functionality that is constantly lagging behind in development compared to their cheap counterparts.
We are not trying to satisfy all departments of the company. We solve a specific task: customer base, customer communications, CRM sales. In the niche of sales organization, today, we are the best.
Automation Tools
Evaluate the effectiveness of the work
The implementation of an industry-specific solution will allow managers to evaluate the performance of their subordinates, to see summary reports on any of the areas, be it sales, service or marketing.
Monitor the efficiency of the service department
Automation of setting tasks and monitoring the fulfillment of maintenance obligations after the delivery of equipment: in the context of service, warranty and post-warranty service within the framework of approved obligations and work regulations.
Control of the organization of project sales
Each sale of equipment is unique, has clear start and end dates. The CRM system visualizes each stage of the sale with the assigned responsible person at the appropriate stage and allows you to assess the degree of effectiveness of the entire cross-functional team at any time.
Analyze team interactions when working with a Lead
  • The system will reflect how long the specification approval process takes
  • How long does the contract approval process take
  • How many employees are involved in the preparation of the proposal
  • What is the cost of preparing a CP

Control of the organization of object sales
The system records the relevant stages and the history of communication with all interested parties who may be around a particular object.
  • It is possible to manage the potential of objects, the portfolio of objects and the customer base.

Focus on the key parameters of the sales department
  • The entire history of communication with the client is saved online
  • Analyze and manage the calendar of sales managers and each Lead individually
  • Get sales analytics at any time

Pipeline for B2B Sales department

The database of contacts and organizations stores not only contact information and addresses of clients, but also a position, a profile in social networks, the structure of the organization and communications within the company. Thanks to a full-fledged client profile, you can build the right interaction tactics and improve customer relationships.

Contacts and organizations in the database can be segmented by industry or annual turnover of companies, you can also mark priority customers or select a group of selected contacts for quick access to information about them. amoCRM records all meetings, calls, letters, concluded contracts, sales, orders and invoices linked to counterparties. Analyzing the history of interactions with the client, you can make appropriate assessments and adjust the work strategy
  • Let's create a Pipeline and segment the sales process into the required number of stages. In b2b sales, the conclusion of a contract can last from several months to several years. Pipeline allows you to evaluate the effectiveness of employees at each stage. At any time, you can analyze the current implementation of the plan, the number of Leads that are in the works and the amount that can be counted on in case of successful negotiations.
  • The use of amoCRM in b2b sales increases the chances of a successful sale, since the system provides maximum interaction with the client thanks to built-in sales and marketing tools, as well as through email, sms, ip telephony, messengers, etc. Also, CRM will remind employees about calls, meetings, presentations, to increase the chances of successful completion of the sale. The company's management in the CRM system can assess the current state of affairs and make adjustments to the sales strategy.

Implementation project content and stages
We investigate the sales department, analyze all business processes, draw up a technical task and a project map, 
We implement and integrate services, prepare regulations and train employees, accompany, advise and provide support
Pipeline of the sales department
Work on a cold and warm base. They are responsible for the qualification of the client, the invitation to the Skype conference, the preparation of the initial technical specification and the commercial offer.
Pipeline quality control
Designed to work with regular customers, solving all customer issues related to the product and equipment.
Distribution Pipeline
Generates and records orders in amoCRM and sends data to the relevant departments (project department, accounting, production).
Service pipeline
Responsible for the scheduled maintenance of equipment and replenishment of the corresponding accessories of regular customers and potential ones who have compatible equipment.
The funnel is filled with automatic tasks, the purpose of which is not to let responsible managers forget to fulfill certain issues related to the product and equipment.
Setting up IP telephony
Creation of a unified communication system within the company, redistribution of incoming requests, if the manager to whom it was intended cannot pick up the phone at the time of the call.
Integration with Telegram
The telegram bot sends up-to-date information for the heads of departments to the corresponding chats of the company after the Lead passes a certain stage.‍
Do you have a project to discuss?
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