Apiko CRM for Professional
Services Organization
Custom CRM software development: how we streamlined Apiko workflow by automating requests management, contacts' data storage, and online meetings quality assessment, and boosted the efficiency of our sales team.
Short overview
Peter Strutynskyi
Yuliya Tsvihun
Petro Liashchynskyi
Time:
2018 - 2021
Platform:
Web
Industry:
Custom software development
Country:
Ukraine
Services:
Web app development, dedicated team, QA and software testing
Short overview
Team:
![Peter Strutynskyi]()
Peter Strutynskyi![Yuliya Tsvihun]()
Yuliya Tsvihun![Petro Liashchynskyi]()
Petro LiashchynskyiTime:
2018 - 2021
Platform:
Web
Industry:
Custom software development
Country:
Ukraine
Services:
Web app development, dedicated team, QA and software testing
About the client
Apiko is a web and mobile app development company with a solid expertise in design and engineering of custom software solutions. The Apiko CRM system keeps all the data relevant to our customers and leads well-structured in one place.
It helps to administer the interactions with clients, and even allows getting feedback about the quality of calls with our sales managers, which is used for constant improvement of our services. The functionality works perfectly for streamlining the company workflow, making it more smooth and efficient.
Project idea
When you strive to provide high-quality software development services, streamlining all the incoming requests and interactions with customers without losing any related data is crucial. Automatic storing of provided personal information, tasks management system, on-time notifications are just a few of the absolutely beneficial features boosting the efficiency of the sales team. The Apiko CRM is a perfect solution to effortlessly administer your customer relationships, and to track the opportunity.
Story
Story
Being a growing outsourcing software development company, Apiko needed a unified system that would satisfy all the needs of every person engaged in customer services, and also include
Despite a wide choice of CRM platforms available on the market, none of them were a perfect fit for Apiko’s business processes. As a professional services firm, we would not require an abundance of offered advanced features, however, some of the necessary functionality was missing.
With a list of the basic features, the dedicated team has developed and launched the first CRM release. It was taken into work by our sales department immediately, and that has triggered the flow of suggestions for the new functionality and improvements. They have been implemented and tested one by one, leaving out the redundant features. This customer development approach resulted in a tailored CRM software that perfectly automates, optimizes and streamlines sales management processes at Apiko.
Challenges & solutions
See the challenges, and solutions we’ve offered to our clients
What our clients say
Check out what our clients think of Apiko
As a Sales Manager at Apiko, I have been using Apiko CRM for almost 2 years now. The system is quite intuitive and user-friendly. Leads processing became much easier, as we can store all the data about our customers in one place. In the course of time, our team has done a lot of improvements, based on our feedback, and continues delivering new features on demand. My favorite feature that has been implemented recently is the ability to add comments to the tasks. I can easily find all the relevant information in a matter of seconds.
Iryna Chaika
Main features of the product
1
Requests processing automation
Since a considerable part of the requests received at Apiko come through our website, we have integrated the CRM system with it. A feature showing the contact’s journey that led them to submitting a request provides valuable insight on our website operation. Besides automatic saving of the contact’s data, the platform allows call scheduling, and assigning a person responsible for processing the request. You can also add the information and attach relevant files manually.
An integration with Apiko recruitment CRM shows who works on our clients’ projects, their roles and tech stack. Optional kanban view, and filtering the requests by their sources, priority labels, processing status, assignees, start/ end date, etc. add to the convenience of the CRM.
2
Contacts’ data storage
CRM automatically saves the contact’s data provided within the request, e.g. their name, email, phone number, country they are from, etc. These data are also exported to HubSpot, which is a powerful sales and marketing tool. Gmail integration brings the complete messaging history with the contact to the CRM, bringing indeed all the collaboration details to one place. You can edit or add the necessary data or even create a new contact manually as well.
3
Tasks management system
Streamline the workflow with the automatically created tasks depending on the stage of request processing. Manual tasks adding and editing is enabled, along with their filtering by completion status, relevant dates and assignees.
4
Notifications system
Stay tuned with your customer relationship activities and receive real-time notifications about any updates and requests on Telegram, Skype, and Slack.
5
Meeting notes and sales managers’ calls assessment
Easily note the call summary and its main highlights, not to let any information slip away from you. The Apiko CRM automatically saves the notes as a PDF file and mails it to your contact as well. Now both of you are caught up with the call outcome, and ready to look through it whenever you need. No doubt, it’s a useful feature, and there is more to it! Together with the pdf file, the contact receives a call quality assessment form that they are kindly asked to complete. This unique CRM functionality provides you with the feedback about the sales managers services, and may help their further improvement.
6
Statistics
Analyze the results of your work with a comprehensive statistics report, encompassing the last month, year or the whole period of your business activity. Data visualization provides a convenient view of the tendencies that take place at your customer management processes. It concerns the work with requests, tasks and meetings, new customers and monthly budget information, calls quality assessment statistics, and much-much more.
Integrations
Technologies
Frontend
Backend
Custom CRM software development: the outcome
With regular feedback and suggestions from the sales department, Apiko's dedicated team designed and realized a digital solution that perfectly meets all users’ requirements. Automated contacts’ data storage, tasks management, and detailed statistics reports are just a few features that optimize sales processes. Feedback on the quality of online meetings from our clients, and a seamless user experience provided by this custom CRM software help Apiko to improve the services, and achieve higher efficiency and clients’ satisfaction.
