Streamlining Lead Generation with Low-Code CRM

• Project: CRM implementation
• Duration: 3 weeks
• Technologies: Creatio, WordPress plugins
• Target audience: sales managers, CMO

Callpop is an IoT healthcare startup that integrates phone systems with practice management solutions. The goal is to provide the dental industry and other medical practices with everything they need to know about their patients or customers before answering the phone.

Challenge

After a short discovery session, it was decided to implement a low-code CRM Creatio that would gather all leads and customer data. In addition, the new CRM would equip CallPop’s sales force with all the necessary process management tools to go through the whole sales cycle right inside CRM.

Process

Callpop was very particular about the features the CRM software had to provide:

• Manage lead workflows
• Simplify account management
• Generate leads from landing pages
• Allow for business rules customization with zero coding
• Offer web APIs to integrate with third-party solutions

Being a trusted implementation partner of Creatio, Velvetech immediately knew that the low-code platform was the perfect candidate for this project. It’s an all-in-one solution that could help with automating the company’s business processes, support sales and marketing efforts, and accelerate digital transformation for the Client.

To integrate the CRM with the landing pages, Velvetech implemented a WordPress plugin on Callpop’s main site. The plugin connected a landing page template with CRM so that all contact details went directly into Creatio. It also allowed the company to easily modify their landing pages and experiment with different marketing campaigns.

Creatio’s built-in features expand way beyond usual customer management routines like logging all associated activities. Callpop sales managers got a powerful tool that allows them to communicate and track these communications via all possible mediums.

And with a little customization from Velvetech, the CRM automatically assigns leads to sales managers depending on their availability, which can be set by an admin.

Outcome

Once the project had been delivered, the Velvetech team set up a couple of training sessions for Callpop to make sure that the switch to the new CRM would go as smoothly as possible.

In the end, Callpop was able to get new leads into its sales funnel in 3 seconds, which is a drastic change from 30 minutes that this manual process used to take. Besides, leads were accurately indexed by marketing campaigns.

What’s Next

Callpop’s sales crew now manages all their activities in the new CRM, exploring new use cases where the platform can help optimize the company’s processes.