CHALLENGE
Fabryka Magika is a manufacturer of gadgets and advertising materials located in Cracow. Your brand builds for several years serving the greatest customers on the market.
Sales support so far was carried out using one of the popular systems CRM in the cloud. Constantly enlarging range forced the company to seek a more advanced tool which simplifies the process of offer, order handling as well as the implementation of sales process.
SOLUTION
Baseline map host currently functioning sales process by focusing attention on the offer process and the preparation of orders. Before you can deploy imported an existing customer base and products, assigned clients and processes to the relevant people in the team. Customized prints deals to a single template generated in the form of a pdf file.
In order to offer automation there is cloning mechanism offers and shipping by email directly from the system Baseline™.
There is a dedicated listings and dashboards for control by measuring the work of traders (the implementation of targets) and the calculation of the premium.
In the future the company plans to integrate with Baseline™ process invoicing customers and deploy electronic circulation of documents and invoices.
Stage I (done)
CRM
Offers and Orders
Stage II (planned)
Invoicing
Integration with Insert Subiekt GT
RESULTS
Automation and shortening of the bidding process and orders realisation. Direct reporting, measuring and control of the results of the work of traders. Instant access to the history of customers’ offers.