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05 — CRM workflow

CRM & Omni-channel Chat Workflow

Centralized customer inquiries and sales-response tracking in Plus-Connect CRM.

RoleCRM setup, inquiry centralization, sales response monitoring, and workflow ownership.
Material7 ordered images
CRM & Omni-channel Chat Workflow material 1

Case summary

What she did

Scope

Implemented and managed Plus-Connect omni-channel CRM to centralize inquiries from Facebook, LINE, Instagram, and comments into one platform. Set up workflows for lead assignment, customer chat monitoring, comment tracking, payment-related processes, and sales response checks.

Execution and impact

The system helped reduce missed inquiries, improve sales response workflow, and increase visibility into each salesperson’s chat performance, with response efficiency improving by approximately 50%–60%.

Impact

Recruiter proof points

FocusCRM workflow
RoleCRM setup, inquiry centralization, sales response monitoring, and workflow ownership.
Proof50%–60% response efficiency improvement

Tools and channels

Working areas

Plus-Connect CRM Facebook LINE OA Instagram Comment tracking

Results to notice

  • 50%–60% response efficiency improvement
  • Reduced missed inquiries
  • Centralized multi-channel sales conversations

Materials

Images follow the order and folder classification from the source material.

More work

Contact

Open to marketing, growth, partnership, performance, and operations roles.

Based in Sathorn, Bangkok. Available for Marketing Executive, Growth Marketing, B2B/B2C Marketing, Partnership Marketing, Marketing Operations, and Marketing Analyst opportunities.

Email Ploypan