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. <br><br> 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, 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.
Development of an adapted Bitrix24 mobile application for a Ukrainian dealer network engaged in regional sales.
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.
Implementation of a system of automatic control of overdue payments for Emea trading wholesale company, using Bitrix24 integration with 1C to improve efficiency of work with client base and increase control over accounts receivable.
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.
Investment and development company GRAF-DEVELOPMENT, specializing in business-class residential real estate in Odessa and the region, approached us with the task of automating the process of creating sales contracts in Bitrix24. The goal was to speed up the work of managers and minimize the impact of the human factor.
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.
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.
Development of an automated system for collecting customer feedback and controlling the quality of services in a construction supermarket operating in the B2B market.
Automation of goods shipment processes for a supplier of children’s goods in the B2B market using Bitrix24 CRM system.
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
