3D Vision CRM

The 3D Vision sales CRM: lead hunters, closers and a head of sales, warm leads from the site, call control and shift reports.

Discipline
CRM
Node.js
analytics

The internal system 3D Vision uses to sell Yandex Maps promotion. It runs in the browser and people log in with a profile code. Lead hunters find clients, closers close deals and the head of sales oversees both. It holds working data, so I can’t show its screens.

(01)

The funnel

Company cards move through stages: new, looking for the decision maker, decision maker confirmed, handed over. The same data shows up four ways: kanban, table, calendar and “Call control”. An overdue call lights up.

(02)

Warm leads

Requests from the 3D Vision site land in their own section. The head of sales assigns a closer, and the closer changes the status and leaves a note on the request card.

(03)

Roles and shifts

Once a decision maker is confirmed, the card joins a shared closer queue. Reporting is tied to shifts, and the head of sales has separate analytics for lead hunters and closers.

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