The magic only happens after the interested party has sent the form. Firstly, the interested party is created directly as a person with all contact details and a personal message in the CRM . The person is immediately given various tags so that the team can then filter them better. One example is the product category that the inquiry is about. The person is also tagged with the tag “interested party”.
But that’s not all - in addition to the person, a new offer is also created directly on the website with the value of the product and a due date. The offer is also tagged in a similar way to the person so that it can be filtered later. Here, too, the team saves a lot of manual work that would otherwise be required on a regular basis. This also ensures that every inquiry appears in the in-house statistics and that the calculation of the success rate is correct at the end. Thanks to the chile telegram screening automated interface, offers can no longer be forgotten.
Depending on the product category (e.g. aluminum boats or houseboats), the request should be processed by different departments and colleagues in the team. If the request is in the aluminum boats category, a different colleague and user is notified in the CRM and entered as the contact person in the offer than if it is a request in the kitchen studio. In addition, a task is automatically created for the responsible customer to process the interested party.