Through the eyes of Automation Hero

Goals

Challenges

Results

Shorten the bidding process by
2 days
Increase in the number of bids prepared by
20%
Reduction of data errors by
80%

How did we do it?

1

Building the Heart of Operations at ClickUp

We moved the sales funnel to ClickUp, creating a single source of truth. We provided seamless communication between the NewBiz and Customer Success teams on chat, directly with each lead.

2

Smart Handling of the Trader

We implemented automations (using Make.com) that guided the sales person through the process with dynamic task checklists at each stage. The system also automatically enriched customer data and aggregated meeting notes.

3

Quality Control and Visibility for Managers.

We introduced mechanisms to force the completion of key data, which increased its quality. We created interactive dashboards, providing valuable information to the board and managers.

Additional objectives

Reduce frustration and strengthen cooperation between teams.

Build an organizational culture based on hard data.

Create a scalable sales process ready for business growth.

Karol Jaworski

Customer review

"Prior to the implementation of the new system at ClickUp, we identified that there was a "severing of the umbilical cord" of information at the interface between the New Business and Customer Success departments. This resulted in the customer having to repeat and certain information and sometimes frustration. Now we have a single, central source of truth where everything happens seamlessly and automatically. Not only do we save a lot of time and have reduced the time to prepare an offer by 2 days, but most importantly we make decisions based on reliable, complete data. This is a fundamental change that allows us to scale the business predictably and efficiently."

Karol Jaworski

New Business Manager

See other Case Studies

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The need to manually fill in notes and search for context across multiple channels slowed down salespeople's work and resulted in data loss.
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How did MTA transfer the work of 80 people from 6 systems to ClickUp?

The dispersion of key processes across three unconnected systems generated information chaos and hindered the effective management of MTA projects.
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How did we at Greenfield eliminate 95% of invoice errors?

GreenField struggled with a manual, time-consuming and error-prone invoice handling process.
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Are you facing an interesting challenge? Let's talk about your project.

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