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Business process automation on “resuscitating sleeping customers”

Our client, which sells building materials on the B2B market, approached us with the task of automating the process of “resuscitating” customers who have not made a purchase for more than 90 days. The goal was to ensure long-term cooperation and return dormant customers to active purchases.

Business process automation on “resuscitating sleeping customers”

Our client, which sells building materials on the B2B market, approached us with the task of automating the process of “resuscitating” customers who have not made a purchase for more than 90 days. The goal was to ensure long-term cooperation and return dormant customers to active purchases.

+40%
Increased return of dormant customers
-50%
Reduced time to process sleeping clients
+30%
Improving the efficiency of managers' work

Details

Region:
Not specified
Status:
Completed
Project Duration:
2 months

A project to automate the “resuscitation” of customers inactive for more than 90 days is aimed at increasing loyalty and purchase frequency. The goal of the project is to improve customer service, optimize marketing costs and increase total sales. Key tasks include automating the identification of inactive customers, developing personalized marketing campaigns, integrating with marketing channels and monitoring results to improve the efficiency of interactions.

Expert comment

Lead project integrator
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"Setting up automated processes in Bitrix24 has made it much easier to deal with dormant customers, reducing turnaround time and increasing return customer conversion rates."

Work progress

Step 1

Setting up a Days Since Last Transaction Counter: Develop and customize a counter that tracks the number of days since the last transaction with a customer.

Step 2

Automating the setting of tasks for "resuscitation" of customers: Create a business process that automatically sets customer resuscitation tasks for a sales manager (ROP) after 90 days without a purchase.

Step 3

Allocating tasks from the ROP to managers: Automate the process in which the ROP allocates customer "resuscitation" tasks to managers.

Result

Increased customer return: Automation increased the return of dormant customers by 40%, which had a positive impact on overall revenue. Reduced Handling Time: Time spent on handling dormant customers was reduced by 50% due to automation of tasks and processes. Improved manager efficiency: Managers became more efficient in dealing with customers, increasing their productivity by 30%.

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