SalesDrive audit is your key to improving business processes and increasing profits. In a highly competitive environment, every missed lead means lost revenue. Often, the problem isn’t a lack of clients but errors in handling their inquiries. Issues with the sales funnel, inaccurate reports, and the lack of clear lead processing procedures lead to lost clients and decreased conversion rates. These problems are often linked to improper CRM setup and ineffective use.
The SalesDrive audit helps identify and correct these shortcomings, providing specific steps to optimize processes. You will receive recommendations for improving CRM operations, which will enable you to manage the sales funnel more effectively, enhance customer service, and, as a result, significantly boost your profits.
SalesDrive Audit — your path to a more efficient business. It offers in-depth analysis and practical solutions to improve your team’s performance and processes. Here’s how it works:
Express Audit Service:
Our specialist will access your CRM system and evaluate its usage — which functionalities are being used and whether employees are following key CRM management practices. A report will be generated highlighting areas for growth within your company, along with a list of practical recommendations for improvement.
Extended Audit Service:
Kick-off Meetings: We start with meetings with key department heads (marketing, sales, contact center) to understand the business processes and regulations.
Key aspects of the audit: CRM: Analyzing data management, customer segmentation, and integration with other systems. Business Processes: Evaluating sales, marketing, and customer service processes to identify areas for improvement. Customer Interaction: Assessing the effectiveness of communication through various channels. Technologies: Evaluating tools and platforms to enhance performance.
SalesDrive’s setup transforms your business by offering not just a product, but comprehensive solutions for its growth and efficiency. Starting with a thorough audit, we identify and address barriers to your development. SalesDrive’s audit enhances customer interaction and boosts sales.
Our work includes process optimization and integration with key systems, such as 1C, BAS, to synchronize data and simplify procedures. We also provide training for your team, ensuring complete mastery of the system and improved work efficiency. With D4CRM, your company will gain not only a powerful management tool but also a reliable partner for support and development at every stage.
We were approached by the owner of an online store who needed help in automating business processes, namely setting up and activating the ability to send birthday greetings to the store’s customers. An NDA was signed with the company, so we will omit its name.
Client: a network of psychological diagnostics and cognitive rehabilitation clinics. The center deals with diagnostics and correction of mental and neuropsychological disorders in children and restoration of cognitive functions. Patients are admitted in two clinics and also online. The company has 15 employees (psychologists, administrators).
Vityaz-KB, a large security company engaged in remote control and fire protection, approached us with the task of structuring and automating the interaction of various departments of the company. The company has been on the market for more than 5 years, has an extensive network of branches and interacts with contracted rapid response services. The company has more than 20 employees in the administrative center, which includes several departments.
D4 CRM company is constantly testing Bitrix24 features on itself and uses this CRM for sales and marketing automation. In this case study we will tell you how Bitrix24 helps to work with the contacts of the audience who sign up for our webinars.
Our client, SolarBuild360, builds and maintains solar power plants across Ukraine. The company was founded in 2018 and has gained a good reputation over the years. The number of installation requests is constantly growing, and to enable the sales department to process them more efficiently, the company’s management decided to integrate Bitrix24.
We were approached by the owner of a furniture business with showrooms in several cities in Ukraine. Because of the need to clarify many details about goods and delivery with clients, the organization of joint work between warehouses and stores was inefficient. Based on the peculiarities of the client’s work, we began to automate the process: from order acceptance to the delivery stage.
We were approached by a client involved in interior design training. The main source of lead generation for the client was a YouTube channel that often hosts webinars and free courses. The Leeloo.ai platform is used to automate the customer journey through the sales funnel. There was a need to link this channel with Bitrix24 CRM system to automatically collect and store contacts of all warm leads.
We were approached by our regular client, the Robocode online programming school. When the company started to actively expand and hire new employees, the HR department became overloaded due to the lack of systematization of the selection process, a large volume of routine tasks and the lack of a common platform for storing information about candidates. The company decided to automate candidate recruitment and internal HR processes with Bitrix24.
Our client conducts all work with clients in Bitrix24: the system records enquiries from all sales channels, saves contact information about the client into a single database and records the history of communications. Managers can create new bookings directly in Bitrix24, which are displayed in PMS, and vice versa, all requests from PMS turn into deals in Bitrix24. All work with transactions is done in the portal, documents and invoices are automatically generated and sent from Bitrix24.
SalesDrive’s audit will help improve your sales and customer service levels using our expertise and knowledge.
Fill out the form, and our manager will get in touch with you shortly to discuss how we can help take your business to the next level.
Don’t miss your chance to join a community of successful companies already using SalesDrive to achieve their goals. Leave your contact information now!
info@d4crm.com
info@d4crm.com
+ 38 (063) 020 39 35
+ 4 (857) 356 99 65
Bulgaria, Burgas, ap.complex “Perla” 7, fl.7, ap.15
Ukraine, Odessa, 5 Greek Street
