Anonymous example of organization and process.
Leads from forms, campaigns, landing page and emails were sent to different people without a common process, and traders manually supplemented CRM and reminders.
Sales B2B · Model implementation
CRM, forms and automatic follow-up for sale B2B
Lead from the form goes to CRM, gets status, and the trader sees the task and context of the conversation.
Business problem
There was a lack of control of response time, lead status, contact history and automatic follow-up, so some of the queries didn't have the owner or the bright next step.
Implementation objectives
What should the system sort out?
- CRM form
- Lead status
- Trader's task
- follow-up
- Lead source report
Range SmartCodeIT
What does design work involve?
- funnel map
- form integration
- CRM rules
- e-mail templates
- sales dashboard
Before and after implementation
What is changing in the way the team works?
The most important difference is not the technology itself. The team moves from manual arrangements, sheets and messages to a process with clear statuses, inputs, case ownership and a place to check for exceptions.
Process distributed across several tools
- CRM form requires manual control or has no single status.
- Lead status requires manual control or has no single status.
- Trader's task requires manual control or has no single status.
- follow-up requires manual control or has no single status.
One structured workflow
- funnel map goes into the designed process, tests and documentation.
- form integration goes into the designed process, tests and documentation.
- CRM rules goes into the designed process, tests and documentation.
- e-mail templates goes into the designed process, tests and documentation.
Application modules
Sample screens and functions of the first system.
The scope of modules can be narrowed down to MVP or expanded in subsequent stages after testing with users.
Forms
The form module organizes data, statuses and responsibilities in the model process.
statusownerhistoryreport
CRM
The crm module organizes data, statuses and responsibilities in the model process.
statusownerhistoryreport
Lead scoring
The lead scoring module organizes data, statuses and responsibility in the model process.
statusownerhistoryreport
Follow-up
The follow-up module organizes data, statuses and responsibility in the model process.
statusownerhistoryreport
Tasks
The task module organizes data, statuses and responsibilities in the model process.
statusownerhistoryreport
Report
The report module organizes data, statuses and responsibility in the model process.
statusownerhistoryreport
Implementation process
From audit to development after MVP.
01
Process audit
We map the current course of work, data sources, roles, exceptions and place of manual copying.
02
Process design
We establish statuses, rules, human responsibility, input data, integrations and reception criteria.
03
Prototype
We show the first layout of screens, modules and flow before the full implementation range is created.
04
MVP
We build the most important part of the system that can be tested on actual customer data.
05
Integrations
We combine the application with API, exchange files, databases, accounting systems, CRM, BI or automation.
06
Implementation and development
After the tests we start production, monitor the process and plan further modules.
Technical architecture
System layers that need to be designed consciously.
1
Form/Campaign
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2
Validation
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3
CRM
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4
Email / dashboard
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Quality control
What must be established for a safe implementation?
In any similar project, automatic steps must be separated from human decisions. Thanks to this, the system helps reduce manual work, but does not hide errors, exceptions and responsibilities.
Data sources
Determine which data is primary and how we handle missing data, duplicates and inconsistencies.
Statuses and owner
Each case should have a stage, a responsible person and a clear moment of reaction.
Logs and alerts
Integration, import, AI or automation errors should be visible in the dashboard or report.
Human approval
High-risk steps, financial documents and contentious decisions require human approval.
Business outcomes
What can be measured after implementation?
- Faster response to lead
- Less Lost Questions
- Readier funnels
- better contact history
Example KPIs for verification24hcontrol of response time to lead 1 processthe first MVP range to confirm in the audit KPIslead in CRM
What can be developed further?
Subsequent modules after checking MVP.
- AI Lead qualification
- integration with advertising
- dashboard ROI campaign
- automatic commercial briefs
Sample screens
Sales funnelLead cardTasksFollow-up templatesCampaign report
Technologies and integrationsCRMformsemailwebhooksMake / n8nAPI
FAQ
Frequently asked questions before a similar implementation.
Can CRM be implemented in stages?
Yes. It is safest to start with one MVP process, confirm data and add automation, AI, reports or subsequent integrations later.
Are the effects given guaranteed?
No. These are cautious, model examples for verification. The actual effect depends on the quality of the data, the scale of the process, the team, integration and the way of maintenance.
What should be prepared before a quote?
Just a description of the current process, tools, volume of cases, exceptions, decision-makers and expected results of the first stage.
Similar case studies
Scenarios with a similar architecture or process.
Next step
Do you want to organize a similar process in your company?
SmartCodeIT can help you design your process, prepare MVP and implement an application tailored to your organization. We start with a short conversation about data, tools, exceptions and business purpose.