Integrations and custom development
A new enquiry should reach the person who can answer it, with enough context to act. SVS Digital connects forms, CRM records, email tools and sales tasks so your team can follow a contact from the first request to the next agreed step. We build around your existing tools and communication rules.
Discuss your enquiry-to-sales workflowExplore a related projectCapture contact details, the reason for the enquiry and its source together. Match an existing contact where possible and flag uncertain duplicates for review. Staff should not have to retype an email notification to create a useful CRM record.
Route enquiries by service, region, account owner or another agreed rule. Create the task, deadline and internal reminder. A status change can move the workflow forward so colleagues see what has already happened and who is responsible.
Connect the CRM with your email tool where the required interface exists. Define the audience, message, delay and trigger before launch. Replies, status changes and unsubscribes must affect the sequence so the next message matches the actual conversation.
Bring enquiry sources, response times and open tasks into an agreed view. Separate received contacts from qualified opportunities and completed sales. This makes it possible to find a slow handoff without treating every form submission as revenue.
A visitor submits a form. The workflow updates the contact, records the requested service and assigns an owner. An internal reminder is sent if the task remains open. Any customer follow-up follows the agreed communication settings and stops when the relevant reply or status change arrives. This is an illustrative sequence, not a campaign activated on your behalf.
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Follow the contact from form submission to a reply and proposal. Identify missing context, repeated entry and delayed handoffs.
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Define required fields, owners, statuses, contact matching, sending conditions and stop conditions.
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Use internal test contacts to check new records, returning customers, duplicate submissions, replies and unsubscribes.
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Track first-response time, complete records and unresolved tasks. Extend the flow after the team has used and reviewed it.
From our projects
For BizRent, we connected outreach, sales activities and fleet operations, including follow-up and better operational visibility. The published case study explains the scope and basis of the reported results. Those outcomes describe that project; your own response and conversion measures need a baseline.
Read the case studyMarketing automation pricing depends on contact sources, tools, workflows and existing data quality. The proposal separates integrations, data cleanup, workflow setup and support. One form-to-CRM connection is a practical starting point. More channels and sequences can follow once contact matching and ownership work consistently.
A CRM stores contacts, opportunities and activities. Marketing automation triggers agreed actions based on events or status changes. Integration keeps those actions aligned with the records your sales team uses.
We first assess its existing features, interfaces and data quality. A connection may be enough. A replacement is considered only if specific limitations prevent the workflow you need.
The scope can be limited to internal tasks, record updates and reminders. Customer messages need agreed recipients, content, triggers and stop rules, including the communication preferences maintained in your tools.
We define contact identifiers, matching rules and a record of completed steps. Tests cover repeated form submissions, retried transfers and changed statuses. Unclear matches can go to a person.
Compare response time, record completeness, overdue tasks and opportunity progression before and after implementation. Connect revenue only where completed deals can be reliably traced. Automation alone does not guarantee more sales.
Review your current workflow, tools and intended result with Uroš from SVS Digital. Together, we identify a practical first step to assess.
Discuss your enquiry-to-sales workflow