Full case: company with 12 managers, sales chaos, 12% conversion. 3 months after CRM: 22% conversion, +40% revenue.
**Client:** IT distributor (equipment sales for business)
**Team:** 12 managers
**Problem:** Sales chaos, low conversion
Director Serhiy calls:
"We have complete disorder. Managers work however they want. One records everything in notebook, another in Excel, third keeps it in his head. Customers complain: 'I told you everything yesterday, why are you asking again?'. We're losing requests. Don't understand who's selling how much. Can you help?"
We came, looked. Indeed chaos.
**What Was (Before CRM)**
**Accounting system:** Google Sheet with 50+ tabs
Each manager had their tab. Recorded requests however they wanted. Someone detailed, someone only name and phone.
Director didn't see:
- How many requests each has
- At what stage clients get stuck
- Why clients refuse
- Who works well, who sabotages
**Typical process:**
1. Request came to site
2. Manager Andriy copies to sheet
3. Calls client, agrees "will call back in a week"
4. Sets reminder on phone
5. Week later calls... Client doesn't answer
6. Andriy records "didn't answer" and forgets
7. Client lost
**Numbers before CRM implementation:**
- Requests/month: 500
- Conversion request → deal: 12% (60 deals)
- Average check: $2500
- Revenue: $150,000/month
- Lost requests (forgot to process): ~25%
**What We Did**
**Stage 1: CRM Choice (week 1)**
Considered:
- Bitrix24 (free, but complex)
- Pipedrive (simple, convenient, $15/month per user)
- Own development (expensive, long)
Chose Pipedrive. Why:
- Simple to use (important for 12 managers)
- Quick setup
- Has API for integrations
**Stage 2: Setup (weeks 2-3)**
Created sales funnel:
1. **New lead** (just received request)
2. **Qualification** (found out what client needs)
3. **Commercial proposal** (sent proposal)
4. **Negotiation** (client thinking, bargaining)
5. **Contract** (signing)
6. **Deal closed** (payment received)
Each stage — clear action. Manager knows what to do.
**Stage 3: Integrations (weeks 3-4)**
- Site → CRM (requests go automatically)
- Email → CRM (client emails automatically attach to card)
- Telegram bot (notifications about new requests)
Managers no longer need to copy data manually.
**Results After 3 Months**
**Numbers:**
- Requests/month: 520 (slightly more)
- Conversion request → deal: 22% (was 12%!)
- Deals/month: 115 (was 60)
- Average check: $2500
- Revenue: $287,500/month (was $150,000)
- **Growth: +91%**
**What Changed:**
**1. Stopped Losing Leads**
Before: 25% leads forgot to process.
Now: 3% (only if client doesn't respond at all).
CRM reminds: "Oleh, you promised to call Ivanov today at 2 PM".
**2. React Faster**
Before: request came → manager saw in 2-3 hours.
Now: Telegram notification → manager sees in 5 minutes.
Speed of reaction = higher conversion. Client is "hot" now, not in 3 hours.
**3. Director Sees the Picture**
Dashboard shows:
- Manager Maryna: 40 leads, 12 deals (30% conversion) ✅
- Manager Oleh: 38 leads, 4 deals (10% conversion) ⚠️
Clear who works well. Conducted training with Oleh, month later conversion rose to 18%.
**Conclusion**
From chaos to system — 1 month implementation. Result — +91% revenue in 3 months.
CRM — not just software. It's a system that:
- Standardizes processes
- Doesn't let you lose customers
- Shows real picture
- Lets you manage, not guess
If you have:
- 5+ managers
- Chaos in sales
- Unclear who works how
- Losing leads
CRM will fix this in a month. Will pay off in 1-2 months. After — pure profit.
Want the same? Write — we'll analyze your processes, suggest CRM, help implement.
