CRM + AI: reducing cost per lead by 2.5 times without increasing budget

The overall scope of work was divided into 4 stages

• Stage 1. CRM System Implementation
  • Custom configuration of the CRM system to meet the clinic’s specific needs
  • Development of a BPMN workflow diagram
    • Created a BPMN diagram of business processes within amoCRM
    • Objective: visualise and analyse system workflows
    • Outcome: ability to identify bottlenecks and optimise amoCRM performance for greater efficiency

• Stage 2. Segmenting the sales funnel by levels within the sales department
  • The stages of the sales funnel were allocated across different levels of the sales team
  • Objective: clearly define roles and areas of responsibility for each department
  • Result: more effective employee training and development at each level

• Stage 3. Training the sales team
  • Developed a comprehensive training programme, including:
    • Step-by-step activation guide
    • Video tutorials
    • Instructions for working with the CRM system
  • Result: reduced time and resources required to onboard and train new employees to just 60 hours
  • Additional outcome: a user-friendly CRM system was built for consultants

• Stage 4. Connecting a chatbot and voice robot
  • Automated messaging system implemented for handling incoming leads
  • Result: elimination of manual communication with each individual lead
  • Integrated voice robot to process incoming calls
  • Robot functions include:
    • Asking clients relevant qualifying questions
    • Answering clients’ inquiries
    • Automatically moving deals to the appropriate stage in the sales funnel