Production
Automation of Customer Management
This is how we automated the customer management of a fitted kitchen company with Make, Pipedrive and Lexware Office.
This is how we automated the customer management of a fitted kitchen company with Make, Pipedrive and Lexware Office.
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By using automated customer communication, task sharing and digital time recording, we were able to optimize our client's project management. As a result, employees were able to take care of key customer concerns, while the processes in the background were automated through our work.
Our customer New spaces is a manufacturer of exclusive fitted kitchens that designs individually designed kitchens for each customer and carries out the installation. New premises not only offer aesthetically appealing and high-quality kitchens, but also places particular emphasis on excellent customer service. Close cooperation with customers was particularly decisive during the planning and installation phase. At the same time, the Neue Räume team needed to communicate efficiently internally, which made the use of modern communication tools essential to optimize project management.
With the help of Make We developed several automated processes that significantly relieved new spaces in every project phase.
First, every potential new project was created by New Rooms in the CRM System Pipedrive created as a deal. As soon as a sales manager wanted to make an offer to the customer, he/she could move the deal in the pipeline to the next project stage. This automatically created a new offer in Lexware Office created and sent to the customer. If they accepted the offer, he/she automatically received an order confirmation.
The development of the respective dream kitchen required close coordination between the kitchen planner and the customer. After an initial draft, it often took several coordination loops before the kitchen was planned in every detail. Automating communication made this process easier and also ensured that no customer was lost in the hustle and bustle of orders.
As soon as the design was approved by the customer, it was time to plan the installation. In particular, a date had to be set for the installation of the kitchen. The new process optimization ensured, among other things, that the customer was on site with several reminders. In addition, the provision of craftsmen was also automatically ensured.
As soon as a kitchen was installed, the relevance of an elegant finish could not be underestimated. Of course, it was necessary to charge for the service and ensure that the hours worked were paid for by Neue Räume. In addition, the customer should also experience an optimal user experience on the last few meters of the project. In order to make this possible, he/she should be able to give feedback to Neue Räume and, if necessary, be able to report product deficiencies easily.
Thanks to the new process automation, together with Neue Räume, we were able to significantly reduce the overall administrative effort, which had a direct positive effect on the customer experience. Customers are now not only in good hands when planning their dream kitchen, but also benefit from smoothly functioning, optimized project management. From initial consultation to final assembly, customers feel fully supported and in good hands.
With our AI and automation solutions, we make your organization faster, more flexible and more powerful — and create measurable results along the entire supply chain.
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