CRM for the distributor of high-quality packaging products Inferra Pack

Our client

Company: Inferra Pack
Client’s website: https://www.inferrapack.com/ua/

Inferra Pack is a distributor of innovative, high-quality packaging materials and disposable tableware for the HoReCa segment and food retail in Ukraine.

The company is also an official representative in the Ukrainian market for global packaging brands manufactured in the USA, such as Fabri-Kal, Fold-Pak, and Pactiv. Inferra Pack focuses on an innovative approach and eco-friendly production technologies for packaging materials.

🟠 Client request

The client reached out with a request to systematize customer management processes to increase sales. The following challenges were outlined:

1. No tracking system for potential inquiries about products, which made it impossible to plan marketing expenses.
2. Customer information was scattered across various platforms, leaving the management without a unified client database or interaction history.
3. There was no way to track the status of commercial proposals, leading to forgotten clients and missed opportunities.

🟢 How we helped solve these issues:

• We analyzed and documented the sales business process to establish unified “Rules of the Game” for managers. Here’s an example of the process (for confidentiality purposes, a demo process unrelated to Inferra Pack is provided for reference).
  • • We selected a CRM system based on 43 criteria.
    • We completed all technical CRM configurations for the client (for confidentiality purposes, a demo sales pipeline example unrelated to Inferra Pack is provided for reference).

   

  

  • We developed a custom module for the client that enables the import of invoices from the 1C system into the CRM. This module automatically recognizes Excel documents and populates the necessary fields with data from the table, allowing the client to analyze invoiced sales.
  • Configured sales department analytics.
  • Integrated the website so that inquiries are automatically added to the system.
  • Held 5 training sessions for managers and the director.
  • Conducted a certification exam to assess CRM knowledge.
  • Created personalized video tutorials to assist in onboarding new managers.
  • Trained the international branch to use the system, significantly increasing their productivity.

  As a result, managers now have a convenient tool for managing their client base and scheduling reminders, while the director can oversee the department and plan for scaling up operations effectively.

  How long did the setup take?

  The entire project took 1.5 months, from the initial meetings to conducting training sessions on proper system usage.

  How much did the setup cost?

  The entire project took 90 person-hours to complete.
  To clarify the hourly rate (cost per hour), please contact our manager by submitting a request.

  Why does the client need a CRM?

  A CRM system in the sales department ensures organization, automation, and analytics of processes, ultimately improving the team’s efficiency.

  A CRM is a smart tool that replaces manual tracking (like notebooks) and significantly simplifies work. It helps to:

  1. Store all data in one place. Keep client contacts, interaction history, documents, and tasks at your fingertips, ensuring nothing gets lost.
  2. Send reminders for important events. The CRM will automatically remind you of meetings or tasks that need to be completed.
  3. Save time. Instead of searching through notes or emails, find the information you need in just a few clicks.
  4. Monitor team performance. Easily track who is responsible for what and at what stage each commercial proposal is.
  5. Enhance customer service. Your clients will always be informed about the status of their orders, increasing their trust and satisfaction.

  And most importantly — CRM works on your smartphone!

  Thanks to the mobile app, you can view information, add new tasks or contacts, and even communicate with clients directly from your phone. Whether you’re on the go or at a meeting, all crucial data is always at your fingertips.

  A CRM isn’t complicated technology — it’s a convenient tool for organizing work that makes sales more efficient.

  📣 Client’s feedback on working with us

   

  🎯 Why choose us?

  1. We focus on results. Your success is our priority.
  2. Step-by-step approach. We apply a methodology that starts with the basics and gradually tackles more complex processes.
  3. People-first solutions. We design systems with the end-user in mind, ensuring ease of use and efficiency.
  4. Proven expertise. With experience from hundreds of projects, we have the knowledge and perspective to solve your challenges and exceed expectations — delivering an 11/10 experience.

  👉 Schedule a free consultation for your business! We’ll conduct a quick audit of your processes and prepare several CRM system options tailored to your needs, complete with a live demo of their capabilities.