Success stories

Sales Process for insurance brokerage firm

Q Broker

Q Broker is an independent insurance brokerage firm operating on the Polish market.

Challenge

To find a tool that would allow to faithfully reproduce the drawn-up sales process and help to supervise its course, thus avoiding micro-management.

Solution

Livespace CRM provided the clear division of the sales processes, helping sort out the assignment of work amongst the team and helping avoid any unnecessary interference with every step of the salespeople.

Results

Achieved sales effectiveness in each consecutive process ranging from 34% to even 50% and nearly doubled the number of phone calls made by a salesperson, thanks to the integration of VoIP and Livespace.

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Revenue increase with crm for IT sector

Escola

Escola offers mobile, web, e-learning, and e-commerce application development services.

Challenge

To streamline three divergent sales departments and consolidate them into one process using the same tool.

Solution

Livespace helped organize and unify the sales department, by offering key features such as a news feed, a two-stage sales process with specified activities, and an extensive reporting module with statistics on activities and sales results.

Results

With the help of the processes managed in Livespace, day-to-day operations have become markedly more efficient. The team gained additional 3 working days per month thanks to improved reporting alone. Not only that, the time allocated to status meetings has been cut in half, thanks to the Kanban board view of sales deals and the news feed in Livespace’s dashboard.

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CRM for photovoltaics sector

iSun Energy

iSun of the iSymbiOZE Group provides comprehensive RES solutions for businesses and consumers.

Challenge

ISun lacked a tool to effectively help manage the sales operations, client service and fulfillment processes. Sales reps struggled to close deals efficiently and were constantly bombarded with a barrage of customers inquires due to the absence of proactive notification system for status changes.

Solution

Accurately mirroring the sales process in Livespace, sales reps know exactly what stage the customer's order is at in realtime. Automations and task assignments help reduce lag time during handover to ops teams. Integration with Zapier and SMS API allows iSun to proactively notify the customer of status changes.

Results

The company serves 2x more customers without increasing team size, while simultaneously improving client service quality. Automation of status changes via SMS freed up sales reps' time, resulting in a 60% increase in efficiency. 200% increase in the number completed installations.

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Livespace gives superpowers to numerous companies