About the Client

The company was founded after the Revolution of Dignity to provide quality protection for the military. From 2014 to 2018, we actively helped the military and volunteers by providing them with Ukrainian-made armor plates. After the start of the full-scale war in 2022, we resumed production and continue to provide protection to our defenders.

Our mission is to manufacture certified armor plates for Ukrainian soldiers to save as many lives as possible.

Client’s Website

Main Implementation Goals

The client requested to implement CRM from scratch as records were kept in spreadsheets.

• Organization of sales business processes in B2C (online store) and B2B (working with partners and companies).
• Combining all order sources into one system.
• Obtaining sales analytics.

Work Process

Stage 1. Studying the Client’s Processes

• Analysis and description of the company’s current business processes “As is”.
• Analysis and compilation of a list of actions for each user depending on the role and/or department.
• Determining the number of stages in the sales funnel necessary for the implementation of the product/service.
• Creating a business process scheme.

Stage 2. Configuration and Integrations

• Sales funnels for incoming and outgoing sales.
• Configured Contact and Deal cards for client processes.
• Configured access rights for viewing, editing, deleting, exporting, etc.
• Integration with Binotel telephony.
• Connecting online stores on Horoshop and Prom.
• Integration with Nova Poshta for generating TTNs and tracking deliveries.
• Integration with Ukrposhta.
• Integration with the company’s website.
• Connecting Viber chat for communication.
• Connecting automatic SMS sending.
• Module “Warehouse”: configured warehouse accounting and write-offs.
• Setting up document templates for automatic generation (invoices, waybills, acts).
• Module “Finance”.
• Field validation.
• Triggers for setting auto-tasks for reminders.
• Importing the existing client database.
• Client segmentation for repeat sales.

System Enhancements

• Integration with TurboSMS for automatic Viber SMS sending to clients.
• Integration with Liqpay to generate a payment link when transitioning to a stage.
• Validation “Prohibition for managers to move the deal to the next stage if there was no call”.
• Setting so that only certain managers can move to the next stage after payment is made.

Stage 3. Launch into Operation

• Three meetings were held to train the system operation.
• Video instructions were developed for managers.

Support

• The client is accompanied on an hourly basis:
  • Consultations.
  • Enhancements.

What was Before

• Orders were lost or contact with the client was not timely.
• There was no order processing process in the B2C direction.
• There was no effective process in the B2B direction.
• The manager did not understand which order was at what stage.

What is Now

• All orders on one screen, allowing for online sales analysis.
• All inquiries or orders go into one system.
• Automated processes are configured to facilitate the manager’s work.

How the system can look is shown in the photo below (this is a demo cabinet, real numbers are not displayed here)

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