Clarvisor is pleased to announce the completion of another project to drive growth for an established business.
The Problem:
A 10-year old luxury international design & import company needed a platform to manage online leads. Since most of their products are highly customized and not suitable for typical "point & click" eCommerce sales on their website, the business relies on "inquiries". With the Covid crisis eliminating showroom foot traffic, the business needed to pivot harder to its online channels and thus, required a quick response.
The solution needed to integrate its existing website, provide an easy to use back-end platform for its diverse sales team and manage the multi-step sales pipeline process.
The Solution:
Based on an assessment of the sales team, type of leads, and internal resources to manage the process, we recommended and implemented a new CRM platform - Pipedrive.
It solved several key requirements:
- Integrates into existing website
- Rapid deployment
- Ease of training
- Workflow automation tools
- An open API for customized middleware development
Because of that last feature, we were able to quickly develop a middleware appliance that connected smoothly with Pipedrive's API. By using custom forms and webhooks, the CRM could update customer records (eliminating duplicate inquiries) and trigger important workflow processes automatically.
This focused the sales team on higher quality responses to the leads and enabled them to monitor the sales process with significant clarity. Most importantly the CRM's deal pipeline provided visual reporting which decreases the chances of opportunities falling through the cracks. Furthermore, the automated workflow triggers email campaigns to customers as reminders and sends follow up tasks to the sales team to stay engage with top prospects.
The solution was implemented within three weeks and since delivery has successfully handled a 70% increase in online inquiries enabling the business to safely pivot in today's environment.
