CRM for the production of sunflower oil Lux-oil

CRM for the purchasing department of sunflower oil production. How to start managing your customers and increase the efficiency of managers?

About the customer

Lux-oil is an oil extraction plant.
Customer’s website http://lux-oil.com.ua/main_eng

The company produces unrefined sunflower oil, sunflower meal, sunflower husk pellets and sunflower phosphate concentrate at the Sofiyivka Oil Extraction Plant of Lux Oil. Today, the company provides a full cycle of sunflower oil production at its own facilities and offers high-quality sunflower seed processing.

Sofiyivka Oil Extraction Plant produces and sells the following products:

1st grade unrefined sunflower oil
Sunflower meal
Phosphatidny concentrate sonyashnikovyi
Pellets

🎯 The client contacted the company with a request to select a CRM system and help with comprehensive implementation and training.

🟠 The customer had the following difficulties

All agreements with clients were recorded on paper stickers, which led to managers forgetting who to call back.
During the season, managers had a lot of calls and there was no way to write down notes in one place for the manager to check.
The manager was unable to follow up on whether the client had been contacted as agreed.
When a manager left, the entire history of customer interaction was lost.
There is no way to calculate the basic indicators of the sales department: the number of calls, the number of requests, the work performed per day, week, month.

🟢 How we helped overcome these challenges

We conducted an in-depth audit of the existing business processes and examined the existing documentation.
We created a project implementation plan and chose a simple Zoho system.
We set up a process for working with new and existing clients.
When you connect calls, all conversations are recorded.
Set up analytics metrics.
We held a series of trainings for managers and executives.

An example of a sales funnel in the new system (photo taken from the demo portal, in order to protect commercial confidentiality)

Thus, managers have a convenient application to manage their customer base, schedule reminders, and the manager can control their department and plan for scaling.