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Industry

Construction

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Audience

B2B, B2C

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Country

United States

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

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Results

Optimized sales processes, improved operations management, enhanced overview.

Simplify customer requests, save time

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Optimizing sales with Clickup

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

Sales and Operations Optimization

  1. Setting up a Sales Pipeline: Create a structured sales pipeline to manage sales opportunities efficiently.

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

  3. Process standardization: Definition of a uniform sales process and project management process.

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

Results :

  • Simplified management: centralized sales and operations in a single tool.

  • Increased efficiency: better management of budgets and workloads thanks to integrated planning.

  • Standard processes: Standardization of sales and project management processes.

  • Improved responsiveness: ClickUp forms for rapid response to requests.

Thanks to these optimizations, Acelectricalservicesinc benefits from smoother management and greater visibility of its operations and sales, boosting overall efficiency.

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