How did we at 22 Ventures shorten the bidding process by 2 days?
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
.webp)
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
.png)
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
.png)
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.
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
%20(1).jpg)
How did El Padre speed up bid preparation by 50% with the help of AI?
Event agency El Padre faced the challenge of increasing the number of submissions to meet market expectations without losing their high quality.
Project management automation
MOX!E is an innovative marketing agency with a sophisticated creative approach. It specializes in creating unique strategies that go beyond the traditional marketing framework. Using technology, art and science, MOXIE helps companies achieve their business goals by creating groundbreaking campaigns that engage and inspire.
Automation of sales and customer service
What if we told you that these manual, time-consuming activities in your company could be reduced to the bare minimum, or even eliminated? In this post, we show how the implementation of extensive automation scenarios helped MSI take care of the proper flow of invoices, significantly improving the efficiency and control of the profitability control processes of marketing projects.