WE HELP YOU SEE AND MANAGE

Implementation of CRM systems in sales departments

We help you configure CRM properly, train managers and the sales team, provide information and technical support, sell software licenses with bonuses

Mykola Zhuk Founder of Peekssot
icon
TOOLS

We implement cloud CRM solutions

project

Pipedrive is a user-friendly CRM that enables you to fully automate your sales process. You can create sales funnels, manage deal stages, track opportunities, plan customer interactions, send newsletters, integrate with other tools, and generate detailed reports.

project

Asana is a platform designed to streamline the management of work projects and tasks. It helps you plan, organize, and track progress, monitor deadlines, manage sprints, generate reports, and enhance team communication.

project

Monday.com is a collaborative platform that integrates CRM functionality with task and project management. It helps teams efficiently organize workflows, track task progress, plan projects, and communicate seamlessly.

project

Google Workspace is a cloud-based suite of business tools, offering enterprise-grade applications like Gmail, Drive, Calendar, Docs, Sheets, and more. It is designed to facilitate collaboration, streamline information sharing, and optimize process management.

project

Notion is an all-in-one workspace where you can efficiently manage both work and personal tasks. It allows you to create and organize notes, tasks, projects, and more. Notion centralizes everything in one place: calendars, notebooks, spreadsheets, documents, videos, databases, and beyond.

project

UniTalk – це комплексна платформа для бізнес-комунікацій. Вона дозволяє користувачам здійснювати дзвінки з будь-якого пристрою, маршрутизувати та переадресовувати дзвінки, аналізувати дані про дзвінки, створювати командні групи, з’єднувати багатоканальні номери та легко інтегруватися з різними CRM-системами.

project

Mailchimp is a leading email marketing automation platform that helps you collect and manage customer data, create personalized dynamic campaigns, automate customer interactions, and analyze performance through detailed reports.

project

HubSpot is a platform that helps businesses manage marketing, sales, and customer support. It offers tools to attract customers, track leads, and automate processes. This helps businesses grow more efficiently and improve customer relationships.

project

Livespace is a CRM platform that helps businesses streamline their sales processes. It provides tools for tracking leads, managing sales pipelines, and automating tasks. This helps sales teams stay organized and close deals more efficiently.

Services

Pipedrive CRM Implementation Services

Customization

Business Process Analysis

We analyze the company’s business processes, examine lead acquisition channels, review their processing system, describe key sales stages, and map out optimization strategies.

Audit

Business Automation

Our business analysts and technical experts configure sales funnels, access rights, custom fields, reports, documents, and connect communication channels.

Training

Useful knowledge

We train managers and the sales team, demonstrate CRM usage examples, hold Q&A sessions, and conduct a knowledge test.

Support

Information and technical support

Prompt support: troubleshooting and answering questions. We use convenient communication channels such as phone, messengers, and e-mail.

HOW WE IMPLEMENT CRM

Stages of CRM implementation

Stages

1

2

3

4

5

6

Course “Sales Management in CRM”

1

2

3

Pre-project survey

2

3

Preparatory stage

3

System customization

4

Course “Sales Plan in CRM”

4

5

Post-project support

6

Technical support

Advantages

Effects of Implementing a CRM System

Working with a sales funnel

Accelerate your sales process by working in an intuitive funnel customized to your deal cycle.

Automation of routine activities

Reduce time spent on tasks such as creating reports, sending emails and notifications, managing approvals, and collecting client data.

Accelerated processing of requests

Respond to customer inquiries faster, prioritize tasks, and shorten the time needed to close deals.

Customer base segmentation

Filter, categorize, and segment your contacts to create targeted lists for more personalized interactions.

Each client’s history

Track the history of customer interactions including calls, emails, chats, meetings, and notes for every deal and contact.

Time optimization

Free up your sales team from routine tasks, automate workflows, and streamline communication and billing processes.

Revenue projections

Generate sales and revenue forecasts based on your sales funnel and get updated calculations when deals progress.

Reporting and dashboards

Monitor progress towards goals, with insights and recommendations based on data analysis to predict transaction success.

Reports and business indicators

Gain more accurate insights into sales and marketing performance through advanced productivity and performance analysis tools.

Implementation cost

Cost of CRM implementation

Individual

Full CRM configuration tailored to your company’s specific needs and processes. We develop flexible solutions based on your brief to meet your current business requirements.

UPON AGREEMENT

Ideal for: Companies that need a fully customized solution, taking into account unique requirements and complete integration with their ongoing processes.

Basic

Development of a sales funnel concept, its approval, and setup in CRM. Integration of telephony, SMS, email, and messaging systems. Training for the manager and the sales team.

$700

Ideal for: Companies new to CRM, looking to implement basic functionalities to manage their sales processes.

We will tailor the ideal work package to meet your specific needs

Step-by-Step Guide

How to Implement CRM

Download our guide and discover how to successfully implement a CRM system in your business, and how this can enhance your operational efficiency.

hand
Advantages

Advantages of implementing CRM with us

4000+

People trained on effectively using CRM systems.

Since 2016

We’ve been operating since 2016, successfully implementing and supporting CRM systems.

4 Industries

We focus on partnering with companies in four key industries: manufacturing, wholesale, logistics, and professional services.

300+

We’ve successfully completed more than 300 CRM implementations, each tailored to the unique needs of our clients.

REVIEWS

300+ realized projects

reviewer-avatar

Polina Lazarieva

17/03/2024
Owner of ReisenAP

All our questions were answered promptly and thoroughly. Thanks to Peekssot, we significantly improved the quality of our lead processing, organized client information more efficiently, and saw an increase in sales. The team was responsive to our inquiries and maintained excellent communic…

5
reviewer-avatar

Kolomiytseva Kristina

16/02/2024
Owner, DanceMe

Peekssot’s efforts led to a significant increase in our online sales. The team expertly managed the seamless and successful implementation of the CRM system, demonstrating both efficiency and professionalism throughout the project. They were highly organized, detail-oriented, and dependabl…

5
reviewer-avatar

Oleg Salnikov

06/02/2024
Commercial director of INTTEKS

Thanks to Peekssot’s efforts, our company significantly optimized its business processes. The team was diligent in adhering to timelines and deliverables, consistently meeting expectations. Internal stakeholders were highly impressed by their professionalism and customer-focused approach….

5
reviewer-avatar

Andriy Rak

27/11/2023
Owner of COO, Top Lohystik

Working with Peekssot felt like partnering with true professionals. The project was efficiently broken down into several tasks, each successfully executed. Peekssot demonstrated strong organizational skills and responded promptly to all our needs. Their professionalism and ease of collabor…

5
reviewer-avatar

Dmytro Petronchak

09/09/2023
Head of Commercial Department, Brushme

Peekssot consistently responds promptly to customer requests and implements tasks with impressive speed. Thanks to their efforts, we have significantly shortened our sales transaction cycle and reduced our advertising budget. Additionally, we have seen a 20% increase in orders and a 10% ri…

5
Blog

View all articles

FAQ

Frequently Asked Questions

How does CRM help businesses?

A CRM system (Customer Relationship Management) allows sales teams to efficiently manage their sales processes through intuitive sales funnels, automate routine tasks, and streamline customer communication.
Managers gain access to detailed reports, sales analytics, and forecasting tools, which help standardize sales operations and enhance overall business efficiency.

How does PEEKSSOT implement CRM?

We begin by conducting a pre-project analysis of your sales process, collaborating with your marketing team, sales staff, and company leadership.
Using this information, we design a customized CRM solution that includes sales funnels, process automation, data management, user roles and permissions, reporting, and integrations with your website and other systems.
After presenting this concept to you, we make any necessary adjustments based on your feedback.
Once approved, we proceed with system customization and testing. We also train your sales manager and team, followed by a knowledge assessment.

What is the cost of CRM implementation with PEEKSSOT?

Our work packages start at $300 and typically cover basic customization needs.
The final cost of implementation depends on factors such as the size of your sales team, the complexity of processes to be automated, and any required integrations with other systems.
Submit an inquiry, and after a brief consultation, we’ll provide you with a customized quote.

How long does it take to implement a CRM?

The entire CRM implementation process usually takes between one and four weeks.
The initial phase, which includes concept development, often requires the most time, followed by final adjustments and refinements.
Active involvement from company leadership can significantly accelerate the implementation timeline.

Do you provide technical support for CRM?

Yes, we offer comprehensive support for CRM users, addressing any issues and answering questions.
Unlike standard vendor support, we provide multiple communication options, including phone, messaging apps, Zoom, Google Meet, and email, ensuring you receive help in the most convenient way possible.

Presentation

Free presentation

of an optimized sales system

Streamline your workflow by reducing time spent on creating tasks, generating reports, sending emails and notifications, managing approval processes, and collecting client data.

hand