Integration of Baselinker and CRM for sales process optimization

Category: 

E-commerce

Marketing and Sales

Customer service

About our client

The owner of an e-commerce store that offers high-value products that require direct contact with the customer service department before finalizing the purchase. Despite the well-organized order handling process at BaseLinker, the company lacked an effective customer relationship management (CRM) system, which made it difficult to effectively handle sales inquiries.

Main problems encountered by our client

No conversion directly on the store page

Due to the specifics and price of the products, customers preferred to contact salespeople before purchasing, which made it difficult to track and handle leads.

Inefficient management of sales inquiries

The company tried to send inquiries directly to BaseLinker, which disorganized the sales process and made it difficult to monitor the progress of customer service.

Lack of centralization of customer contact history

The inability to record conversations and complete contact documentation in one place led to a scattering of information.

Limited sales team mobility

Dealers found it difficult to access customer information outside the office, which limited their effectiveness in the field.

As a respond to clients problems and challenges we implemented

Rebuilding the sales process with CRM as the focal point

Instead of sending queries directly to BaseLinker, we implemented a process where all leads go to CRM first. There they go through a full sales funnel, which makes it possible to manage customer relationships more effectively.

Integration of Baselinker and CRM

We have created a two-way integration, thanks to which order data in BaseLinker is synchronized with CRM, ensuring consistency of information at every stage of sales.

Implementation of integration with Slack

We integrated CRM with Slack, which allowed salespeople to quickly respond to queries and manage contacts from a mobile phone, increasing team mobility.

Implementation of VoIP system with automatic call transcription

We have introduced a VoIP solution that allows you to record phone calls between traders and customers. Conversations are automatically transcribed and saved in CRM, which provides a complete history of contacts in one place.

Benefits of implementation

The CRM funnel allowed for better query management and increased conversions.

All communication history (emails, conversations, notes) is stored in one place in CRM.

Integration with Slack and VoIP enabled merchants to conveniently serve customers from anywhere.

Details of implementation

Cost of implementation

10 000 EUR

Deployment time

2 months

Time saved

95 h monthly

Return on investment

after 6 months

We automate processes in e-commerce companies

Do you have an online store and need a company that will integrate all your programs into one system? See how we improve the efficiency of e-commerce processes!

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Services

Sales and customer service automation
Administration automation
Recruitment and HR automation
Business Process Automation
Automation of financial processes
Automation with AI
Automation of bidding
BIM Content management - BIMStreamer
Generative Design
BIM/CAD Revit plugins
E-commerce integrations
Web application development
Development of mobile applications
No-Code/Low-Code Development

Industries

Architecture and Construction
Customer service
Marketing and Sales
E-commerce
Finance and Administration
HR and Recruitment
Web applications
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In accordance with Article 13 (1) of the General Data Protection Regulation of 27 April 2016 (GDPR), we inform you that the administrator of your personal data is Sagiton Sp. z o.o. with its registered office at ul. Legnicka 59/B26, 54-203 Wrocław, e-mail: gdpr@sagiton.pl

Your personal data will be processed in the scope of your name, email address and/or telephone number in order to respond to your enquiry/request for contact and provide feedback — on the basis of Art. 6 (1) lit. a GDPR, i.e. consent to the processing of personal data.

The data controller informs that your personal data will not be made available to third parties.

Your data will not be transferred outside the European Economic Area or to international organisations.

Your personal data will be processed until you withdraw your consent to the processing of data and also in the event that the purposes of processing these data cease.

You have the right to access, rectify, delete, restrict processing, transfer and object to your personal data.

If you give your consent, you have the right to withdraw your consent at any time. The exercise of the right to withdraw consent does not affect the processing that took place until the withdrawal of consent.

You have the right to lodge a complaint with the supervisory authority, i.e. the President of the Office for Personal Data Protection, ul. Stawki 2, 00-193 Warszawa.

Providing your personal data is a prerequisite for establishing contact with you by Sagiton Sp. z o.o. with its registered office at ul. Legnicka 59/B26, 54-203 Wrocław. If you do not provide personal data, Sagiton Sp. z o.o., will not be able to contact you.

Data Controller Sagiton Sp. z o.o. informs that it will not use your personal data for automated decision-making, which is based solely on automated processing, including profiling, and has legal effects on you or similarly significantly affects you.
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I hereby consent to the processing of my personal data by the Personal Data Administrator (hereinafter: “ADO”) — Sagiton Sp. z o.o. ul. Legnicka 59/B26, 54-203 Wrocław, in the scope of: name, email address or telephone, for marketing purposes, by Sagiton Sp. z o.o.

At the same time, I acknowledge that: at any time I can request the deletion of my personal data from ADO Sagiton Sp. z o.o., by sending to the e-mail address gdpr@sagiton.pl or in writing, to the address Sagiton Sp. z o.o., ul. Legnicka 59/B26, 54-203 Wrocław, a statement containing the relevant request, which will result in the deletion of my personal data from the ADO Sagiton Sp. z o.o.; I have the right to access the content of my data; providing my data is voluntary, although refusal to provide them is tantamount to not receiving them commercial information from Sagiton Sp. z o.o.
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Privacy Policy

I hereby consent to the processing of my personal data by the Personal Data Administrator (hereinafter: “ADO”) — Sagiton Sp. z o.o. ul. Legnicka 59/B26, 54-203 Wrocław, in the scope of: name, email address or telephone, for the purposes of selling products and services of Sagiton Sp. z o.o. and for the purpose of sending me feedback and contacting me by Sagiton Sp. z o.o.

At the same time, I acknowledge that: at any time I can request the deletion of my personal data from ADO Sagiton Sp. z o.o., by sending to the e-mail address gdpr@sagiton.pl. or in writing, to the address Sagiton Sp. z o.o., ul. Legnicka 59/B26, 54-203 Wrocław, a statement containing the relevant request, which will result in the deletion of my personal data from the ADO Sagiton database Sp. z o.o.; I have the right to access the content of my data; providing my data is voluntary, although refusal to provide them is tantamount to not receiving them information regarding the sale of products and services of Sagiton Sp. z o.o., as well as with non-receipt of feedback and contact with me by Sagiton Sp. z o.o.
Close
In accordance with Article 13 (1) of the General Data Protection Regulation of 27 April 2016 (GDPR), we inform you that the administrator of your personal data is Sagiton Sp. z o.o. with its registered office at ul. Legnicka 59/B26, 54-203 Wrocław, e-mail: gdpr@sagiton.pl

Your personal data will be processed in the scope of your name, email address and/or telephone number in order to respond to your enquiry/request for contact and provide feedback — on the basis of Art. 6 (1) lit. a GDPR, i.e. consent to the processing of personal data.

The data controller informs that your personal data will not be made available to third parties.

Your data will not be transferred outside the European Economic Area or to international organisations.

Your personal data will be processed until you withdraw your consent to the processing of data and also in the event that the purposes of processing these data cease.

You have the right to access, rectify, delete, restrict processing, transfer and object to your personal data.

If you give your consent, you have the right to withdraw your consent at any time. The exercise of the right to withdraw consent does not affect the processing that took place until the withdrawal of consent.

You have the right to lodge a complaint with the supervisory authority, i.e. the President of the Office for Personal Data Protection, ul. Stawki 2, 00-193 Warszawa.

Providing your personal data is a prerequisite for establishing contact with you by Sagiton Sp. z o.o. with its registered office at ul. Legnicka 59/B26, 54-203 Wrocław. If you do not provide personal data, Sagiton Sp. z o.o., will not be able to contact you.

Data Controller Sagiton Sp. z o.o. informs that it will not use your personal data for automated decision-making, which is based solely on automated processing, including profiling, and has legal effects on you or similarly significantly affects you.
Close
I hereby consent to the processing of my personal data by the Personal Data Administrator (hereinafter: “ADO”) — Sagiton Sp. z o.o. ul. Legnicka 59/B26, 54-203 Wrocław, in the scope of: name, email address or telephone, for marketing purposes, by Sagiton Sp. z o.o.

At the same time, I acknowledge that: at any time I can request the deletion of my personal data from ADO Sagiton Sp. z o.o., by sending to the e-mail address gdpr@sagiton.pl or in writing, to the address Sagiton Sp. z o.o., ul. Legnicka 59/B26, 54-203 Wrocław, a statement containing the relevant request, which will result in the deletion of my personal data from the ADO Sagiton Sp. z o.o.; I have the right to access the content of my data; providing my data is voluntary, although refusal to provide them is tantamount to not receiving them commercial information from Sagiton Sp. z o.o.
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