amoCRM Setup for glassguard.md
Sales automation for glassguard.md through amoCRM: connecting managers and measurement specialists, setting up the sales funnel, tasks, access rights, and automated messages.
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Task
Automate the sales process and customer interactions, connect managers and measurement specialists, and configure the task and communication system.
What we did
Amo CRM
Solution
⚙️ Integrated amoCRM and connected managers and measurement specialists
📊 Configured the sales funnel according to the client's business processes
📌 Added additional fields for deals and customers
📝 Created mandatory fields to ensure correct data entry
🔑 Configured user access rights in the system
✅ Implemented automatic task creation when the deal status changes
🔔 Added automatic task creation for specific situations
📩 Configured automatic message sending based on predefined conditions
Result
✅ All processes became transparent and manageable
📈 Managers and measurement specialists can now work faster
🔝 Errors and forgotten tasks were eliminated
⏱️ Customers receive faster responses and notifications
