Earlier, the Worksection team announced a Partnership Program update, which will allow our partners to grow even faster, increasing their profits and helping other companies manage teams and projects effectively.
One of our partners is DOitWELL, the leading company for quality control of sales departments in Ukraine. Yulia Kishynka, co-founder of DOitWELL 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 as a strategic marketing agency. We were always focused on the client, listening to what Ukrainian companies currently need help with. Requests changed over time and so did we, adding services and changing formats, and for several 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 journey, sets up coordination between the company’s sales and delivery departments; audits the quality of work with the client; and collects feedback from customers.
What do integrators do, and [what do your clients ask for?
Right now we are focusing on sales automation and companies are coming to us with a request to integrate CRM systems to collect and manage leads.
But the integrator needs to understand the company’s processes as a whole, so as not to build the client a CRM system that’s detached from reality one they won’t be able to scale or use at all. So we analyze the customer journey within the company and, if necessary, connect additional services that make it possible not only to accept a request from the client, but also to deliver a high-quality service and hand the client off from the sales department to the delivery department without losing information.
And often it’s just about project systems that we actively research, test, and we partner with the best, like Worksection.
In this kind of collaboration, we’re as useful as possible to 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 firm.
The client’s request was for 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 organizing the lawyers’ work as well as easy and prompt interaction with the sales department.
What made the task trickier was that the lawyers had no previous experience of any services for managing projects and, accordingly, the new tool could meet resistance. And who wants to argue with lawyers?!))
A complex ERP system overloaded with functionality, both for the sales department and for project management, was ruled out immediately.
We chose the clean, minimalist Pipedrive for the sales department and the lightest and most visually intuitive 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 separate the different lawyer departments 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 set up the creation of a task in Worksection when a deal is won in Pipedrive, without any customization or involving 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 them, is automatically added to the task.
Setting up the legal project workflow correctly in Worksection let the company’s manager easily monitor the status of each client and their legal case in each department, through task board.
The mobile version of Worksection let lawyers make quick 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 personal, non-assembly-line relationship with the client and pay much attention to the technical support of our clients. We build internal rules so that we’re always on hand and resolve the issues of users of the systems we’ve integrated 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!