CRM implementation at Dotacje20.pl
Dotacje20.pl specializes in obtaining both national and EU grants. It advises entrepreneurs and other entities on obtaining funds for development in areas such as digitization, RES, research work, automation and robotization, among others. Grants20 assists in obtaining grants, such as for medical entities, cooperatives, nurseries and kindergartens.
- Industry: Financing | Grants
- Problem: Automating the handling of ongoing contacts
CRM needs in the financing and grants industry
The financing and grants industry requires a CRM system that streamlines the management of clients, applications and administrative processes. Key features include handling leads and automatically assigning them to advisors, monitoring the stages of the application process, and reminders of document submission deadlines. The CRM system should enable rapid generation and archiving of applications, contract management. Follow-up automation and personalized communication via email and SMS help build customer relationships and increase the efficiency of process finalization. Reporting and data analysis allow optimizing activities and monitoring the effectiveness of funds raised.
CRM functions used by Dotacje20.pl
Wanting to implement a CRM system, we were looking for a solution that would help us streamline the entire customer service process, especially at the first stage of contact. It was to serve mainly salespeople, allow them to quickly manage contacts, and report on tasks. SalesWizard provided us with great capabilities in terms of setting up sales funnels, statusing and centralizing all the data, which was very important because with grant customers there are really a lot of them. In addition, the option to set up automation allows us to schedule much faster and more efficient customer service. All this, plus great flexibility and strong responsiveness, make us really satisfied and we can certainly recommend this solution to others.
Arkadiusz Kowalski CEO Grants 2.0.
How we helped implement SalesWizard CRM at Grants20.co.uk
The implementation of SalesWizard CRM at Dotacje20.pl has significantly improved the management of the process of handling customers and grant applications. The system enabled automatic assignment of leads to advisors, monitoring of application stages and deadlines for submission of documents. Thanks to integration with the bidding and contract management module, the process of preparing and accepting documentation has become faster and more transparent. Automatic reminders and follow-ups increased the efficiency of activities, improving customer conversions. In addition, reporting functions allowed for better control of results and optimization of financing strategies. Dotacje20.pl gained an effective work automation tool, which translated into greater efficiency and customer satisfaction.
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