CRM implementation for Western Cases - transport boxes

Western Cases is a company specializing in the manufacture and sale of rugged carrying cases. With an increasing number of orders, there was a need to streamline customer service, manage inquiries and automate communication. Implementing SalesWizard CRM allowed for better work organization and faster order processing.

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SalesWizard CRM

Implementation of SalesWizard CRM in Master Plan.

Implementation support

Implementation of CRM as necessary for processes at a manufacturer and seller of transport boxes.

CRM needs in customer service

Western Cases serves residential and business customers, which generates a large number of product inquiries and custom orders. The key challenges were to effectively manage leads, monitor orders and improve communication with customers.

CRM functions used by Western Cases

Customers in CRM

The customer database in CRM allows Western Cases to comprehensively manage contact information, order history and customer preferences. This allows the team to respond quickly to inquiries, personalize offers and serve business and individual customers more efficiently.

Wordpress notifications in CRM

Integration with the WordPress system allows automatic upload of contact forms directly to the CRM. Each request is assigned to the appropriate merchant, who can monitor the status of the case, contact the customer and finalize the order in a structured manner.

Online bidding

Offer automation allows you to quickly generate personalized proposals and monitor their effectiveness. The CRM allows you to track a customer’s opening of a proposal and provide automatic reminders for unfulfilled requests, increasing conversion and streamlining the sales process.

SalesWizard CRM has helped us organize the entire process of handling orders and contacting customers. Now every inquiry goes into the system and is properly assigned, allowing us to act faster and more efficiently. Automatic notifications and monitoring of offers have kept customers better informed, and we can focus on growing the business

Karol Spitalniak
Owner

How we helped implement SalesWizard CRM at Western Cases

CRM integration has made it possible to automatically collect inquiries from forms on the website and e-mails, which immediately go into the system with technical specifications attached. Each inquiry is automatically assigned to the appropriate salesman, which significantly speeds up service. The CRM also makes it possible to send offers and monitor whether the customer has opened them, allowing for more effective follow-ups. In addition, automatic notifications about the status of an order have been implemented, so customers receive real-time information about fulfillment.

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This is a staging environment