Integration goals / client's request:

‍
- business scaling;
- solving problems with bandwidth and workload of managers;
- even distribution of the load from different communication channels between managers;
- high-quality filtering and switching of incoming traffic;
- creating a process for analyzing and reporting on operational activities.

‍

What we did:

‍
✔️ connected the Instagram account and landing page to the Planfix CRM system;
✔️ set up flexible traffic switching tools to effectively distribute the load between managers;
✔️ automated sales department processes and tracked managers' KPIs;
✔️ provided integration with the auto-webinar platform;
✔️ set up detailed analytics and reporting on operations and sales processes.

‍

As a result:

‍
📈 significant increase in traffic and revenue due to automation;
📈 Identification of development points for managers and productivity improvement;
📈 expansion of the Outstaff direction for other clients, etc.

Everything is simple when you trust the pros 😉

‍

To get a free consultation on how to integrate the Planfix CRM system into your business, write to this link!

‍

‍