Reviewing the customer journey and the pipeline
Where deals are really lost.
The pipeline should show the real work. We build amoCRM around the customer journey, communication and the team's rules. EMET is an official amoCRM partner [[PARTNER_LEVEL_AMOCRM]].
Sound familiar?Inquiries arrive through several messaging apps and social networks and get lost between them, After the first "I'll think about it", there's no second follow-up, Salespeople handle deals differently, and the forecast doesn't add up
Platform Implementation
Where deals are really lost.
Stage criteria, mandatory follow-ups, reasons for loss from a list.
Entities, permissions, channels, automated actions.
Data quality control and adjustments in the first weeks.
amoCRM is strong where sales run through messages and calls. A deal is often lost simply because there was no second follow-up. If follow-up rules and stage criteria aren't set, the system stores the conversations but doesn't help sell.
Pipeline audit · CRM configuration · Channel integrations · Automated follow-ups · Training and support
Salespeople handle deals the same way.
Losses between stages become visible.
The manager gets a forecast that can be trusted.
The cost of waiting
Inquiries will keep getting lost between channels.
Repeat sales will be a matter of chance.
The forecast will remain a feeling.
the share of inquiries that got it on time.
how many requests went unanswered.
for the month.
With an analysis of the current pipeline, communication and where deals are really lost.
Yes, if the integration is supported by the chosen configuration and the rules for routing and storing data are defined in advance.
Yes, if the sales process is already clear and the team is ready to work by shared rules.
Services: Sales Management · CRM Automation · CRM Team Training Platform: amoCRM
Tesla
Tesla combined the car, the software, production and sales into one system. In 2018 the company's head admitted that automation had gone too far. A case analysis.