About the Client

Sjednej.cz is an innovative platform on the Czech market that combines the best Czech tools for comparing loans, insurance, energy, and mortgages. It provides detailed information about insurance, utilities, mortgages, and loans.

Sjednej.cz – a newcomer on the Czech market, is an innovative platform that combines the best Czech tools for comparing loans, insurance, energy, and mortgages. It provides detailed information about insurance, utilities, mortgages, and loans.

The client was actively growing in the number of applications, so they needed a properly configured CRM system to increase revenue and speed up application processing.

Main Implementation Goals

The client approached us to help implement their ideas for automating work processes. The request was to:

• Conduct an audit of existing business processes and prepare a solution scheme for automation.
• Integrate WhatsApp numbers into Pipedrive to enable managers to communicate from work numbers.
• Set up and implement a sales funnel.
• Set up automatic creation of PDF contracts and questionnaires.
• Create a solution for automatic reminders for managers about forgotten clients.
• Integrate virtual telephony for one-click calls and call recording, with call analytics.
• Set up automatic distribution of incoming inquiries in a queue to managers if their status is “Working”. If they are on pause or break, they should not receive leads.
• Train proper use of Pipedrive and provide ongoing support.

Work Process

Stage 1. Studying the Client’s Processes

• Audit of existing business processes and preparation of a solution scheme for automation.

Stage 2. Configuration and Integrations

• Integration of WhatsApp numbers with Pipedrive.
• Setup and implementation of the sales funnel.
• Automatic creation of PDF contracts and questionnaires.
• Automated reminders for managers about forgotten clients.
• Integration of virtual telephony for calls and call analytics.
• Automatic distribution of incoming inquiries among managers.

Stage 3. Launch into Operation

• Training on proper use of Pipedrive.
• Ongoing support.

Project Team

• Business Analyst
• Project Manager
• Developer

Project Budget

The project budget was 90 hours.

Initial Situation

• There was no correct process for handling applications.
• Managers forgot to call back clients.
• Communication history with clients was lost; calls and correspondence were made from personal mobile phones.
• There was no sales analytics in the system.

Achieved Results

• Managers trained to work according to specified processes and rules.
• The system reminds managers about forgotten clients.
• Applications are automatically distributed among managers based on categories, if they are present at the workplace.
• Calls and correspondence are saved in the client’s card in the system and are accessible in a few clicks.
• Managers can create contracts or questionnaires in a few clicks in the system.
• Email templates are readily available for managers.
• The manager receives sales analytics on the dashboard.
• The client receives analytics on the dashboard and is trained to work with it.

Here is a demo cabinet of the system. How it looks like