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amoCRM Implementation

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

How we work

1

Reviewing the customer journey and the pipeline

Where deals are really lost.

2

Working rules

Stage criteria, mandatory follow-ups, reasons for loss from a list.

3

Configuration and integrations

Entities, permissions, channels, automated actions.

4

Training and stabilization

Data quality control and adjustments in the first weeks.

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.

What usually lies behind it

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.

Scope of work

Pipeline audit · CRM configuration · Channel integrations · Automated follow-ups · Training and support

Who it suits

  • Sales built around communication and repeated follow-ups.
  • Teams with several channels of incoming inquiries.
  • Companies moving from personal chats and spreadsheets to a shared pipeline.

What you get

  • Salespeople handle deals the same way.

  • Losses between stages become visible.

  • The manager gets a forecast that can be trusted.

The cost of waiting

If nothing changes

  1. 01

    Inquiries will keep getting lost between channels.

  2. 02

    Repeat sales will be a matter of chance.

  3. 03

    The forecast will remain a feeling.

When you don't need this service

  • You need a single system for sales, inventory and finance. Then Odoo.
  • There's no sales process yet: the product hasn't been validated by the market. The launch comes first.

How to tell it worked

Second follow-up

the share of inquiries that got it on time.

Lost inquiries

how many requests went unanswered.

Forecast accuracy

for the month.

Questions

Where does an amoCRM project start?

With an analysis of the current pipeline, communication and where deals are really lost.

Can several channels be connected?

Yes, if the integration is supported by the chosen configuration and the rules for routing and storing data are defined in advance.

Is amoCRM suitable for a small team?

Yes, if the sales process is already clear and the team is ready to work by shared rules.

Related

Services: Sales Management · CRM Automation · CRM Team Training Platform: amoCRM

Related to this service

Public company case analysis

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.

Read case analysis: Tesla

A deal without the date of its next action isn't a deal. It's a hope.