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Industry

Construction & real estate

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Audience

B2B, B2C

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Country

USA

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Services

ClickUp Implementation for Sales and Projects

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Challenges

This SME had a manual sales process with no administrative overview and inefficient use of the Google Suite.

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Solutions

We implemented a sales pipeline and operations planning in ClickUp project management software, replacing Google Forms.

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Results

Optimized sales processes, improved operations management, increased overview.

Simplified customer request, saving time

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Sales Optimization with Clickup

For Acelectricalservicesinc , we implemented ClickUp to optimize sales and operations management, simplifying processes and centralizing key information.

Sales and Operations Optimization

  1. Sales Pipeline Development : Creating a structured sales pipeline to manage business opportunities efficiently.

  2. Operations Planning : Development of an operational plan integrating budget and workload management.

  3. Process Standardization : Defining a uniform sales process and project management process.

  4. ClickUp Forms : Replacing Google Forms with ClickUp Forms for faster action and better integration.

Results :

  • Simplified Management : Centralization of sales and operations in a single tool.

  • Increased Efficiency : Better management of budgets and workloads thanks to integrated planning.

  • Uniform Processes : Standardization of sales and project management processes.

  • Improved Responsiveness : ClickUp Forms facilitate rapid response to requests.

Thanks to these optimizations, Acelectricalservicesinc benefits from smoother management and better visibility into its operations and sales, thus strengthening its overall efficiency.

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