DOitWELL: “We actively test project systems, and get partners with the best ones”
Olena Toptunenko & Yulia Kishynka
Recently, the Worksection team announced a Partnership Program update, which will allow our partners to grow faster, increasing their profits and helping other companies to effectively manage teams and projects.
One of our partners is DOitWELL, the leading company for quality control of sales departments in Ukraine. Yulia Kishynka, co-founder of the DOitWELL company, and Olena Toptunenko, business analyst, specialist in the implementation of project systems, talked about the experience of integrating various services for the client, the advantages of implementing Worksection and building internal rules for working with the client.
Tell us about DOitWELL and how the company started
DOitWELL started 7 years ago as a strategic marketing agency. We were always focused on the client, listening to what Ukrainian companies currently need. Requests changed over time and so did we, adding services and changing formats, and for 3 years now we have been DOitWELL 360° sales: do sales, do service, do business.
From DOitWELL website
We have come to a 360° format around sales and work with all aspects that affect the company’s sales.
Our team studies the sales business process, optimizes it and automates it with CRM systems, studies the customer’s way, establishes interaction between sales departments and executive departments of the company, audits the quality of work with the client, and collects feedback from customers.
What do integrators do and what are the requests of your clients?
Right now we are focusing on sales automation and companies are coming to us with a request to integrate CRM systems to track information on leads.
But the integrator needs to understand the company’s processes as a whole, so as not to create a CRM system for the client that is far from reality, which he will not be able to scale or use at all. Therefore, we analyze the client’s path in the company and, if necessary, connect additional services that allow not only to accept a request from the client, but also to provide a high-quality service, without losing information to transfer the client from the sales department to the executive department.
And often it’s just about project systems that we actively research, test, and get partners with the best, like Worksection.
In such a collaboration, we are as useful as possible for our client.
Tell us about the experience of integrating services, in particular Worksection, for a client
We recently implemented a CRM system and Worksection for a law company.
Client request was to implement an easy system for processing potential clients and managing projects with the possibility to work not only in the office, but also “on the run” between court sessions. The emphasis was precisely on the organization of the work of lawyers as well as easy and prompt interaction with the sales department.
Project Dashboard in Worksection
The highlight of the request was the fact that the lawyers had no previous experience of any services for managing projects and, accordingly, the new tool could cause rejection. And who wants to argue with lawyers?!))
A complex ERP system overloaded with functionality, both for the sales department and for project management, was abandoned immediately.
We chose the laconic Pipedrive for the sales department and the lightest and most visually understandable Worksection for project management.
What did the client get as a result of implementing Worksection?
Due to the flexible settings of access rights and the company structure in Worksection, we were able to distinguish between different departments of lawyers so that the head of the department saw the projects and tasks of his lawyers, and each of the lawyers had access only to his projects and tasks. Considering the confidentiality of the legal information of each project, this was very important.
Worksection has a great integration with Pipedrive. We implemented the creation of a task in Worksection upon winning a contract in Pipedrive without any customizations and involvement of programmers.
In Worksection, you can integrate the service with other CRM systems. Learn more about integrations here.
At the same time, the integration takes into account which service was sold by the sales department, and the task is created for the head of the legal department responsible for this service. The client’s data, necessary for further work with him, is automatically added to the task.
The correct organization of the legal project management algorithm in Worksection allowed the company manager to easily monitor the status of each client and his legal case in each of the departments due to Kanban boards.
The mobile version of Worksection allowed lawyers to make specific notes and track tasks even when not in the office. So we didn’t have to argue:)
What is most important to you in the partner service you are integrating?
DOitWELL is a very customer-oriented company. We build a non-conveyor relationship with the client and pay much attention to the technical support of our clients. We build internal rules so that we are always there and find solutions for users of our integrated systems as quickly as possible. After all, this is our reputation capital in the services market.
Our main expectation from partner services is a high level of technical support. And Worksection made us very happy about this. We have a dedicated Worksection support specialist who is always available (even after hours… there were situations when we had to check this as well). And he really finds solutions. This is extremely valuable for us!
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