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Monday and Quickley use case for florist shop

Company

Online flower shop

Description

The staff consists of three operators. They use Monday; client = item.

Before

  • A client sends a message on WhatsApp.
  • The manager goes to the WhatsApp app and looks for new messages.
  • Responds to the client.
  • Enters the client data in Monday as an item in the "Clients" section manually.
  • The bouquet assembly department prepares an order based on the data in Monday.
  • The delivery department makes the delivery based on the data in Monday.

Problems

  • Long response from managers in social networks and messengers, sometimes more than an hour.
  • Lack of end-to-end analytics and control (when did the manager exactly respond in the WhatsApp?).
  • Errors: The manager read the message but forgot to reply to the client on WhatsApp.
  • Errors: The manager forgot to enter or update the client's data on Monday.
  • Typos when transferring data from WhatsApp to Monday manually.
  • Only one manager can reply from a WhatsApp profile at a time.

After

  • All leads from WhatsApp automatically go to Monday; you can now reply to messages directly from the item view.
  • The manager goes to Monday and sees statuses of all clients who need to be responded to.
  • When a client sends a new message to the WhatsApp chat, the status in the corresponding item is automatically updated.
  • Immediate adding of all new data from the chat to the item.

Advantages

  • Availability of analytics (including the time the client waits for a response).
  • It is possible to track the effectiveness of managers.
  • Managers work within the same Monday platform, which allows increased productivity and control.
  • More options for automating processes.