BYTEBIO SOLUTIONS

CRM and Commercial Operation

Every opportunity has a next step. We connect conversations, organize the sales funnel, and automate follow-up so your team can sell with more clarity and less improvisation.

Let's talk about my commercial.Knowing the delivery

From implementation to the evolution of the CRM your team already uses.

A connected operationILLUSTRATIVE SCENE

Explore the CRM demo The funnel The next action The manager's perspective

WhatsAppSiteIndication↓

Qualification2

WhatsAppNew project

Understanding the need

SiteContact request

Schedule a conversation

Proposal2

IndicationExpansion of the operation

Resume proposal

WhatsAppSystems integration

Validate scope

Negotiation1

SiteCRM Implementation

Aligning next steps

Proposal submitted → Next stepReminder to return to the person in charge.

OPPORTUNITY • EXPANSION OF OPERATIONS

The context comes along with the task.

Next actionRevisit the proposal with the client.

The client requested a meeting after reviewing the scope with the team.

Rule defined with the team: Sending the proposal creates a follow-up task. The interval depends on your sales cycle.

READING THE FUNNEL

Where does the team need to take action?

Qualification2 opportunitiesUnderstanding the need

Proposal2 opportunitiesTrack the return

Negotiation1 opportunityAlign the decision

Same five opportunities as in the example. Distribution by stage, without representing conversion rate.

Example of a process with fictitious data. The configuration depends on the CRM and the scope.

CRM connected to your operation.

Implementation, integrations, and automation with Kommo e Bitrix24.

Kommo ↗Bitrix24 ↗+ your ecosystem

WHERE SALES LOSE CONTINUITY

The problem isn't always generating more leads.

Often, it's about knowing what to do with the contacts that have already come in.

The contact is made. But who takes responsibility?

Scattered conversations and a history stored in the memory of those who provided assistance.

The proposal is out. The response can come later.

Tracking this depends on a spreadsheet or someone remembering.

The funnel exists. The interpretation is still difficult.

Unclear steps and differing records among vendors.

WHAT BYTEBIO PUTS INTO OPERATION

What changes in the team's day-to-day routine.

Four work streams, combined according to the bottleneck in your operation.

A funnel that the team understands.

Steps, passage criteria, and responsibilities defined from the moment of your sale.

History that accompanies the client

Standardized registration and connected channels to gather origin, conversations, and context.

Follow-up that becomes routine.

Tasks and alerts related to the opportunity stage to maintain contact with the client.

Management with questions answered

Timeline per stage, progress, and reasons for loss are key to deciding where to act and what to adjust.

WHY BYTEBIO

Choice, integration, and adoption. All in one project.

A Bytebio It connects the sales design to the technical execution and use by the team.

Process → Systems → People

The tool comes after the diagnosis.

We evaluate the sales cycle to recommend a platform or reorganize the existing CRM.

In the legal project, the client journey guided the setup and training of the team.

View the legal CRM project

Integration extends all the way to operations.

We connect the CRM to the ERP (management system), bringing inventory, price, and order data into the sales workflow.

No case Kommo In Protheus, the salesperson checks stock, price, and credit within the conversation.

View the integration with Protheus

Automation uses context and has supervision.

We define what information the AI (artificial intelligence) can use and at what point the salesperson needs to make a decision.

In AI-powered follow-up contact, the message uses the history and goes through a salesperson review process.

See the follow-up with human review.

KOMMO AND BITRIX24

Which CRM makes sense for your operation?

The starting point is the team's routine. These scenarios help guide the choice.

Kommo

When the sale happens during the conversation.

For teams that focus their relationships on WhatsApp and need to connect conversations, opportunities, and follow-up.

Get to know Kommo

IN PRACTICE · BYTEBIO CASEFollow-up with AI

Bitrix24

When the sale involves other teams.

To bring together CRM, tasks, projects, and internal communication, connecting sales to the daily routines of other teams.

Get to know Bitrix24

IN PRACTICE · BYTEBIO CASEBitrix24 and Protheus

APPLICATIONS BY SEGMENT

Each sector has its own way of selling.

From consultation to order, we adapt the process to the routine of each operation.

Advocacy

From consultation to relationship

Organize consultations, fee proposals, and follow-ups, while preserving each client's history.

Agribusiness

Continuity in long-term negotiations

Track quotes, negotiations, and orders, with the next contact scheduled by the client.

Health Clinics

From contact to scheduling.

Connect your appointments and schedule to track follow-ups, confirmations, and rescheduling opportunities.

Financial

History for each negotiation

Organize the qualification process, proposals, and feedback, assigning responsibilities and keeping records for each stage.

Industry

From quote to order

Track opportunities, representatives, and technical proposals by connecting sales to the management system.

Logistics

Quotes with follow-up

Organize requests by service type and track each proposal until the contract is negotiated.

Services

Proposals that move forward

Qualify requests, follow up on proposals, and maintain continuity of the relationship after hiring.

Public sector

Deadlines and responsible parties in sight.

When applicable, organize meetings, proposals, and announcements with assigned responsibilities, deadlines, and a history of interactions.

Retail

Conversation connected to the sale

Gather contacts from different channels and connect sales follow-up to order fulfillment and after-sales service.

Possible applications, tailored to the scope of each project.

Explore the segments

HOW THE PROJECT HAPPENS

From prioritizing actual use.

Phased implementation, with team validation before proceeding.

Post-implementation support is defined within the contracted scope.

Let's understand your situation.

01
Diagnosis and plan
We identified the bottlenecks and combined priorities, scope, and delivery criteria.
02
Implementation and validation
We configured the CRM, connected the systems, and tested real-world scenarios with the team.
03
Adoption and evolution
We guide the team, monitor usage, and adjust what needs to work better.

FAQ

Before we begin.

We already have CRM. Do we need to change it?

Not necessarily. We can reorganize the current CRM. The switch only makes sense when the tool's limitations justify the migration.

Do you sell the license or do you implement the operation?

A Bytebio We sell licenses and provide implementation services. Licenses, integrations, training, and support are detailed in the proposal, according to your needs.

Do we need to put AI in everything?

No. Clear steps and reminders can resolve the bottleneck. AI comes into play when it has a useful function, such as preparing a message for the salesperson to review.

How much does it cost and how long does it take?

It depends on the integrations, the existing data, and the team size. After understanding the scenario, we present the scope, investment, and timeline in the proposal.

Let's take a look at your sales funnel?

Where is your next sale stuck?

Tell us which CRM you use and where the tracking gets lost. Let's identify where to start.

Talk to the Bytebio on WhatsAppThe conversation begins on WhatsApp.