Client: «Betonmax»
Industry: Construction
Project goal: Set up the structure in the new CRM system, connect communication channels, automate processes, and train the team.
Key result: In 2 weeks, the NetHunt CRM system was successfully implemented, all data was imported, and automated sales funnels were set up.
About the client
The company ‘Betonmaks’ operates in the construction industry. The sales department is compact — 3 employees actively work in the CRM system.
Context and Challenges
The company did not start from scratch: they already had experience working with another CRM system. However, the old system had significant limitations in interface customization. Because it was impossible to customize the system to ‘yourself,’ it was inconvenient for users to work. This directly affected the business — the overall efficiency of the team decreased..
Goals and KPIs
The main task was a painless migration from the old system to the new one.
Main goals
set up the system structure, connect the necessary communication channels, implement automation, and conduct training for employees.
KPI
The client expected that all work (in a single stage) would be completed in a short time — within 2 weeks.
Decisions and implementation stages
The optimal solution for the business was the transition to NetHunt CRM. Communication was conducted weekly in a shared Telegram chat, which allowed all issues to be resolved promptly.
What has been implemented:
Analysis and import: We received access and files for importing historical data.
Structuring: Set up logical funnels (‘Leads’, ‘Sales’, ‘Warming’, ‘Project’) and special fields in the cards for convenient segmentation and reporting.
Training: We provided the client with a detailed video instruction, conducted online training with recording, and continued cooperation in the format of technical support.
Integrations and Automations
To free the team from routine, we implemented the following tools:
Telephony: Integration with automatic lead creation during an incoming or outgoing call. We have also thought through and configured the logic for handling duplicate contacts..
Messengers: Connected integrations for convenient communication with clients.
Automatic tasks: Now tasks are created automatically, depending on what stage of the funnel the client is at.
Logic of transaction movement: If the lead is won, the system automatically creates a sales card. If the lead or deal is lost, they automatically move to the ‘Warm-up’ funnel for further work.
Results
The implemented NetHunt CRM system fully complied with the technical specifications. No complications arose during implementation, and the project was delivered on time.
For management, we have set up transparent analytics:
Report on lead-to-sale conversion and work efficiency.
Reporting on the number of leads/sales (total, in progress, won, lost).
Report on the reasons for deal losses with quantitative indicators for each reason.
Comparison ‘Before / After’
| Before implementation | After implementation |
|---|---|
| Limited interface customization in the old CRM | Flexibly configured structure (funnels and fields tailored to business specifics) |
| Inconvenient to work, decreased team efficiency | Automated tasks, logical transitions of cards between stages, and convenient IP telephony |
| Manual analysis of customer churn reasons (or its absence) | Automatic reports on conversions and specific reasons for loss |
Recommendations and next steps for scaling
After a successful launch, we suggested the following steps to the company for improving the system:
- Implementation of advanced analytics.
- Connecting AI bots.
- Creating an internal corporate ‘Knowledge Base’.
- Setting up automatic generation of contracts and invoices.
Customer review
“Everything went quickly, the team is pleased with the new system…” – Alexander Baratov, owner of ‘Betonmax’.
