The company implements the construction of houses through partners located in different regions.
Every day, managers receive dozens of leads for construction services. Applications come to the company through the main website , email and calls to 8-800…
Since there are many contractors, it is necessary to control the quality of their work, see what happens to the application in the future, analyze reports, which contractor took how many applications and successfully closed them.
Tasks
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Automate the process of transferring an application to a contractor depending on the regionAnd monetary losses. The application coming to the company was record in the list field. Bas on the region, it. Was transferr to the contractor through the ” Mailer ” widget in the corresponding region.
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Monitor the quality of processing of each received application by the dealerThe company’s management takes each client seriously; it is very important to see what is happening with the application and how well dealers from other regions perform their work. outsourcing call center vs. expanding your own managers. part 2.
Some contractors already work in amoCRM, and for those who do Implementation of amoCRMnot, the company recommends doing so in order to start receiving applications there immediately.
On our part, it was decid to develop functionality that would link two accounts and synchronize transactions between them.
Improvement of amoCRM for quality control of applications
Each deal loads a widget, in which you can transfer a request to a partner in one click, to their amoCRM account or to e-mail.
When you click the “Transfer lead to partner” button, a pop-up window opens, which shows a list of contractor companies. In this list, you can find the required contractor and transfer the client to them.
If the contractor works in amoCRM , then a new deal and a contact in the contractor’s system are immediately creat. In his account. At the same time, a two-way connection is creat between two deals in different amoCRM accounts: all changes. That occur in the dealer’s deal are synchroniz with the main deal in the Technonicol account. Calls, correspondence. And all communications are pull up. Thus, the management controls the quality of processing the transferred application in real time. For example, they can listen to the conversation and look at the letters.
the company does not get full control over the quality of application processing.
This modification also allows the widget to display reports on its partners: who took how many thailand data applications and how successfully they were process.
In the event of a deal being delet without a good reason in the parent amoCRM, managers are immediately given a task to find out why this happened.
The widget has become a universal tool for monitoring and improving the quality of work with Implementation of amoCRM contractors. The task was achieved: changes in the contractors’ amoCRM systems are instantly displayed in the parent amoCRM.Work in the company has become transparent. Dealers can be monitored and their work results can be analyzed. Based on the data, TechnoNIKOL Corporation forms ratings, identifies the best and highest-quality contractors.
Connecting a new dealer now takes a few clicks, while maintaining the hierarchy and full quality control over each application
