The Story
In Montreal, Canada, Portes et Fenêtres RD (https://www.portesetfenetresrd.com/) offer first quality doors and windows, recognized for their durability and energy efficiency. As part of their marketing efforts in the middle of the COVID pandemic, the owners vowed to make the business work as remotely and efficiently as possible.
Despite the unique combination of ground work and internet tools, they had a good idea of what automations are for, so it was just a matter of getting the expertise they needed to start and build all the systems up.
The Problem
Complex business processes.
Several stakeholders were part of the processes.
Not all the stakeholders have access to the needed tools.
Big automation push from owners.
Process
Mapped and adapted business operations to the CRM.
Ideated ways to include non CRM users inputs into the CRM.
Used of a new function inside the CRM to automate the internal processes and follow ups.
Intense use of Zapier to connect the whole sales process from start to finish (pre-sales to post-sales).
Standardized data inputs to automate outputs.
Challenges
Budget varied severely from tool to tool.
Owners actively making tools changes while the project was ongoing.
Complex formulas to calculate comissions, finanial and insurance percentages needed a special process.
New features used weren't fully developed at the time of the implementation.
Automation Samples
Removed them for confidentiality policies.
Results
Fully operational and automated sales process.
All automation errors where due to client mistakes in their contact information.
Generated clear insights for the Sales team.
Set the foundations for Zoho CRM and other tools usage in the following years.
Business generated more than $1M in revenue.
Our Role
Involved in all high level decisions.
Designed the entire sales process.
Designed the automation flows.
Designed the formula standardization processes.
Used cutting edge technology in most of the implementation.
Continued optimization and implementations on other projects with the same client.
Platforms
Facebook Page, Instagram page, Zoho CRM, Books, Invoice, Project, Zapier, DocuSign, Other 3rd-party apps, Website, Manychat