CRM implementation at VINDICO Doradztwo Gospodarcze Sp. z o.o.
Vindico Doradztwo Gospodarcze Sp. z o.o. is a company specializing in economic and restructuring consulting, offering support to entrepreneurs and farmers facing financial problems and the threat of insolvency. Its offer includes, among others, restructuring of companies, farms, accelerated restructuring proceedings and legal advice. With a team of experienced specialists, Vindico effectively helps small and medium-sized businesses and farmers overcome financial difficulties and maintain business liquidity.
- Industry: Restructuring consulting and debt collection
- Problem: Sales process management
CRM needs in the corporate restructuring and debt collection industry
Restructuring consulting and debt collection companies such as Vindico, serve clients in financial distress, which requires efficient management of cases, deadlines and documentation. Key needs in this industry are efficient management of applications – quickly registering new cases, assigning them to appropriate counselors and monitoring progress. Automation of communication allows you to keep clients informed of the stages of proceedings, remind them of required documents and key deadlines.
CRM functions used by Vindico.pl
The implementation of SalesWizard CRM has significantly improved our workflow. Automatic assignment of requests, integration with VoIP and fast handling of leads from Facebook Ads have allowed us to improve efficiency and reduce response time. The system itself reminds us of follow-ups and informs customers of case status, which increases our efficiency and professionalism. We are working with SalesWizard to digitize further processes in our company.
Daniel Zablocki
CEO
How we helped implement SalesWizard CRM at VINDICO Doradztwo Gospodarcze sp. z o.o.
Restructuring consulting and debt collection companies such as Vindico, handle a large number of inquiries every day from entrepreneurs and farmers in financial distress. A key challenge is efficient handling of telephone calls, as many clients prefer direct contact for quick assistance. Implementing VoIP telephony integrated with CRM allows automatic recording of calls, their assignment to appropriate cases and quick access to contact history, which significantly improves the quality of service.
Another important issue is efficient handling of requests generated by Facebook Ads campaigns. New leads often require an immediate response, so the CRM must automatically capture requests from ad forms and generate notifications for contact. This ensures that the company does not lose valuable leads and can respond instantly to customer needs.
An important aspect is also management of new contacts, their qualification and prioritization based on urgency. Automatic reminders and follow-ups allow counselors to systematically contact clients, monitor case progress and take timely action. Analytics and reporting help evaluate the effectiveness of advertising campaigns, monitor lead conversion and optimize company processes.
With the implementation of SalesWizard CRM, Vindico gained a tool that enabled full control over phone calls, automatic handling of leads from Facebook Ads and effective management of new contacts, which significantly streamlined business processes and increased the efficiency of advisors.
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