[{"data":1,"prerenderedAt":48},["Reactive",2],{"featurePages":3,"blogPosts-sales-processes-with-dashboard-apps":4},[],{"slug":5,"id":6,"uuid":7,"title":8,"html":9,"comment_id":6,"feature_image":10,"featured":11,"visibility":12,"created_at":13,"updated_at":14,"published_at":15,"custom_excerpt":16,"codeinjection_head":17,"codeinjection_foot":17,"custom_template":17,"canonical_url":18,"authors":19,"tags":26,"primary_author":40,"primary_tag":41,"url":42,"excerpt":16,"reading_time":43,"access":44,"comments":11,"og_image":17,"og_title":17,"og_description":17,"twitter_image":17,"twitter_title":17,"twitter_description":17,"meta_title":45,"meta_description":46,"email_subject":17,"frontmatter":17,"feature_image_alt":47,"feature_image_caption":17},"sales-processes-with-dashboard-apps","64675772730b190d1c2d9f90","625aea7b-31f0-45f9-a209-720ec99e2d64","How Tegrus uses Dashboard Apps to triple its sales","\u003Cp>\u003Ca target=\"_blank\" rel=\"noopener\" href=\"https://www.chatwoot.com/blog/dashboard-apps?ref=www-internal-blog.chatwoot.com\">Dashboard Apps\u003C/a> is one of our most versatile features. The possibilities of utilizing it for various use cases are endless. With this feature, you can embed an app, hosted on a different URL, within the Chatwoot dashboard. When embedded, such an app becomes readily available for the agent to use while talking with customers. Some common ways in which our customers use dashboard apps include CRMs, orders library, payment history, etc.\u003C/p>\u003Cp>We recently came across an excellent dashboard app, created by one of our customers, \u003Ca target=\"_blank\" rel=\"noopener\" href=\"https://tegrus.com.br/?ref=www-internal-blog.chatwoot.com\">Tegrus\u003C/a>. Tegru is a complete growth management platform for businesses. They created a dashboard app '\u003Cstrong>Tfy\u003C/strong>' for its clients. Tfy displays complete lead information. It is used by Tegrus' clients to also improve sales.\u003C/p>\u003Cp>Using Tfy, Tegrus has been able to achieve a \u003Cstrong>300%\u003C/strong> increase in lead \u003Cstrong>conversion rates\u003C/strong> for a client of theirs, amongst many success stories. What those are and how did they do it? Let's see.\u003C/p>\u003Ch2 id=\"problems-faced-by-tegrus-and-its-clients\">Problems faced by Tegrus and its clients\u003C/h2>\u003Cp>Before implementing Tfy, Tegrus and its clients faced two major issues, as described below.\u003C/p>\u003Ch3 id=\"1lead-response-time\">1.Lead response time\u003C/h3>\u003Cp>Many researches have shown that the time\u003Cstrong> \u003C/strong>it takes for the seller to respond to a customer or initiate the first contact with them directly affects the chance of closing a deal. Tegrus observed that the longer a salesperson took to get in touch with a lead, the lower got the chances of qualifying a lead.\u003C/p>\u003Cp>It was found that if the company can get a seller on standby, who can \u003Cstrong>respond in one minute\u003C/strong>, the conversion rate is \u003Cstrong>391%\u003C/strong>. If it happens in two minutes, the rate drops to \u003Cstrong>160%\u003C/strong>.\u003C/p>\u003Cfigure class=\"kg-card kg-image-card\">\u003Cimg src=\"https://www-internal-blog.chatwoot.com/content/images/2023/06/responsive-time-1.png\" class=\"kg-image\" alt=\"Graph showing the relation between lead response time and conversion rate\" loading=\"lazy\" width=\"2000\" height=\"1346\" srcset=\"https://www-internal-blog.chatwoot.com/content/images/size/w600/2023/06/responsive-time-1.png 600w, https://www-internal-blog.chatwoot.com/content/images/size/w1000/2023/06/responsive-time-1.png 1000w, https://www-internal-blog.chatwoot.com/content/images/size/w1600/2023/06/responsive-time-1.png 1600w, https://www-internal-blog.chatwoot.com/content/images/size/w2400/2023/06/responsive-time-1.png 2400w\" sizes=\"(min-width: 720px) 720px\">\u003C/figure>\u003Cp>\u003Ca target=\"_blank\" rel=\"noopener\" href=\"https://8dpro.com/blog/automacao-para-whatsapp/?ref=www-internal-blog.chatwoot.com\">\u003Cem>Source\u003C/em>\u003C/a>\u003C/p>\u003Ch3 id=\"2-managing-a-lead-on-multiple-screens\">2. Managing a lead on multiple screens\u003C/h3>\u003Cfigure class=\"kg-card kg-image-card kg-width-full\">\u003Cimg src=\"https://www-internal-blog.chatwoot.com/content/images/2023/06/jhony-quote.png\" class=\"kg-image\" alt=\"Problem explained by Jhony from Tegrus\" loading=\"lazy\" width=\"1876\" height=\"550\" srcset=\"https://www-internal-blog.chatwoot.com/content/images/size/w600/2023/06/jhony-quote.png 600w, https://www-internal-blog.chatwoot.com/content/images/size/w1000/2023/06/jhony-quote.png 1000w, https://www-internal-blog.chatwoot.com/content/images/size/w1600/2023/06/jhony-quote.png 1600w, https://www-internal-blog.chatwoot.com/content/images/2023/06/jhony-quote.png 1876w\">\u003C/figure>\u003Cp>The need to switch multiple tabs over and over again not only caused a lowered efficiency but also sometimes gave conflicts in information.\u003C/p>\u003Ch2 id=\"solution-a-triple-integration\">Solution: a triple integration\u003C/h2>\u003Cp>Addressing the challenges faced by their customers, Tegrus devised a process. It starts as soon as a lead qualifies in the CRM system they use, \u003Ca target=\"_blank\" rel=\"noopener\" href=\"https://www.pipefy.com/?ref=www-internal-blog.chatwoot.com\">Pipefy\u003C/a>. Within a mere ten seconds, an automatic WhatsApp message is sent to the lead, ensuring swift and timely communication.\u003C/p>\u003Cp>To further enhance the integration, Pipefy seamlessly connects with Tfy, the dashboard app within Chatwoot. This integration ensures that Tfy is instantly updated with all the relevant lead information. When the lead responds to the WhatsApp message, a conversation is automatically created in Chatwoot, associating the contact's phone number with the lead in Pipefy.\u003C/p>\u003Cfigure class=\"kg-card kg-image-card\">\u003Cimg src=\"https://www-internal-blog.chatwoot.com/content/images/2023/05/Triple-integration-2.png\" class=\"kg-image\" alt=\"Process devised by Tegrus\" loading=\"lazy\" width=\"1838\" height=\"691\" srcset=\"https://www-internal-blog.chatwoot.com/content/images/size/w600/2023/05/Triple-integration-2.png 600w, https://www-internal-blog.chatwoot.com/content/images/size/w1000/2023/05/Triple-integration-2.png 1000w, https://www-internal-blog.chatwoot.com/content/images/size/w1600/2023/05/Triple-integration-2.png 1600w, https://www-internal-blog.chatwoot.com/content/images/2023/05/Triple-integration-2.png 1838w\" sizes=\"(min-width: 720px) 720px\">\u003C/figure>\u003Cp>\u003Cbr>This thoughtful process eliminates any delays or missed opportunities in engaging with qualified leads. The synergy between Pipefy, Tfy, and Chatwoot, helps Tegrus centralize lead management for its client-businesses. \u003C/p>\u003Ch2 id=\"achieving-agility-with-tfy-the-dashboard-app\">Achieving agility with Tfy: the dashboard app\u003C/h2>\u003Cp>The Tfy application allows a complete view of all information about the customer's registration data: personal data, team's communication history with them, and more, all in a single place. Information about interest and consumption profiles are shared between the Sales and Marketing teams.\u003C/p>\u003Cp>As a CRM platform embedded within Chatwoot, Tfy simplifies communication with leads. It communicates with Pipefy and efficiently automates the commercial process. Tegrus' clients achieved agility in business processes that were previously manual. This directly solves the two named challenges by reducing lead response times and avoiding browsing of multiple tabs. \u003C/p>\u003Cfigure class=\"kg-card kg-image-card\">\u003Cimg src=\"https://www-internal-blog.chatwoot.com/content/images/2023/06/tfy-dashboard-app.png\" class=\"kg-image\" alt=\"Tfy dashboard app created by Tegrus\" loading=\"lazy\" width=\"2000\" height=\"929\" srcset=\"https://www-internal-blog.chatwoot.com/content/images/size/w600/2023/06/tfy-dashboard-app.png 600w, https://www-internal-blog.chatwoot.com/content/images/size/w1000/2023/06/tfy-dashboard-app.png 1000w, https://www-internal-blog.chatwoot.com/content/images/size/w1600/2023/06/tfy-dashboard-app.png 1600w, https://www-internal-blog.chatwoot.com/content/images/size/w2400/2023/06/tfy-dashboard-app.png 2400w\" sizes=\"(min-width: 720px) 720px\">\u003C/figure>\u003Cp>To further enhance the user experience, Tegrus also approximated the UI of Tfy to match Chatwoot's design language.\u003C/p>\u003Ch2 id=\"results\">Results\u003C/h2>\u003Cp>Tegrus saw a \u003Cstrong>300%\u003C/strong> increase in lead \u003Cstrong>conversion rates\u003C/strong> for one of their clients. The rest of the numbers speak for themselves:\u003C/p>\u003Cfigure class=\"kg-card kg-image-card\">\u003Cimg src=\"https://www-internal-blog.chatwoot.com/content/images/2023/05/Results-from-Tfy.png\" class=\"kg-image\" alt=\"Results achieved by Tegrus\" loading=\"lazy\" width=\"2000\" height=\"625\" srcset=\"https://www-internal-blog.chatwoot.com/content/images/size/w600/2023/05/Results-from-Tfy.png 600w, https://www-internal-blog.chatwoot.com/content/images/size/w1000/2023/05/Results-from-Tfy.png 1000w, https://www-internal-blog.chatwoot.com/content/images/size/w1600/2023/05/Results-from-Tfy.png 1600w, https://www-internal-blog.chatwoot.com/content/images/size/w2400/2023/05/Results-from-Tfy.png 2400w\" sizes=\"(min-width: 720px) 720px\">\u003C/figure>\u003Cp>Ever since implementing this process, the team at Tegrus has been able to:\u003C/p>\u003Cul>\u003Cli>Scale their operations.\u003C/li>\u003Cli>Reduce Sales cycle times.\u003C/li>\u003Cli>Optimize for opportunity response time.\u003C/li>\u003Cli>Manage qualified leads better.\u003C/li>\u003Cli>Reduce human effort in managerial tasks and focus on creating customer relationships.\u003C/li>\u003Cli>Share information\u003Cstrong> \u003C/strong>more easily.\u003C/li>\u003Cli>Manage leads and conversations only through Chatwoot, gaining agility in commercial service.\u003C/li>\u003C/ul>\u003Cp>Tegrus has successfully enhanced lead engagement and communication between businesses and their prospects. The seamless integration between Pipefy, Tfy, and Chatwoot ensures that leads are promptly reached through WhatsApp, resulting in a higher likelihood of initiating conversations. The team saw a significant improvement in the number of conversations in a period of three months:\u003C/p>\u003Cfigure class=\"kg-card kg-image-card\">\u003Cimg src=\"https://www-internal-blog.chatwoot.com/content/images/2023/06/report-chatwoot.png\" class=\"kg-image\" alt=\"number of conversations in a period of three months\" loading=\"lazy\" width=\"2000\" height=\"737\" srcset=\"https://www-internal-blog.chatwoot.com/content/images/size/w600/2023/06/report-chatwoot.png 600w, https://www-internal-blog.chatwoot.com/content/images/size/w1000/2023/06/report-chatwoot.png 1000w, https://www-internal-blog.chatwoot.com/content/images/size/w1600/2023/06/report-chatwoot.png 1600w, https://www-internal-blog.chatwoot.com/content/images/size/w2400/2023/06/report-chatwoot.png 2400w\" sizes=\"(min-width: 720px) 720px\">\u003C/figure>\u003Ch2 id=\"parting-words\">Parting words...\u003C/h2>\u003Cp>We love seeing our clients succeed, and would love to know your story. If you have a story to share, hit us up at \u003Ccode>marketing@chatwoot.com\u003C/code>.\u003C/p>","https://www-internal-blog.chatwoot.com/content/images/2023/06/dashboard-apps.webp",false,"public","2023-05-19T11:03:14.000+00:00","2023-06-02T10:41:24.000+00:00","2023-06-02T10:37:18.000+00:00","The Dashboard Apps feature lets you embed your app into the Chatwoot dashboard. This way, it becomes readily available to use. But what if it could be used to bring in more sales? Tegrus cracked the code.",null,"https://www.chatwoot.com/blog/sales-processes-with-dashboard-apps",[20],{"id":21,"name":22,"slug":23,"profile_image":24,"cover_image":17,"bio":17,"website":17,"location":17,"facebook":17,"twitter":17,"meta_title":17,"meta_description":17,"url":25},"625d2cb84b8f26503f72dd28","Hricha Shandily","hricha","https://www-internal-blog.chatwoot.com/content/images/2023/03/Sticker-2.png","https://www-internal-blog.chatwoot.com/author/hricha/",[27,31],{"id":28,"name":29,"slug":29,"description":17,"feature_image":17,"visibility":12,"og_image":17,"og_title":17,"og_description":17,"twitter_image":17,"twitter_title":17,"twitter_description":17,"meta_title":17,"meta_description":17,"codeinjection_head":17,"codeinjection_foot":17,"canonical_url":17,"accent_color":17,"url":30},"6118da864b8f26503f72d530","blog","https://www-internal-blog.chatwoot.com/tag/blog/",{"id":32,"name":33,"slug":34,"description":35,"feature_image":17,"visibility":12,"og_image":17,"og_title":17,"og_description":17,"twitter_image":17,"twitter_title":17,"twitter_description":17,"meta_title":36,"meta_description":37,"codeinjection_head":17,"codeinjection_foot":17,"canonical_url":38,"accent_color":17,"url":39},"6308cff4730b190d1c2d7f48","Do more with Chatwoot","do-more-with-chatwoot","Learn how to make the most out of your Chatwoot account. Read about our best features, inspiring use cases, and how we recommend clubbing features together for getting more done, with less effort.","Tips, examples and use-cases on how to use Chatwoot better.","Make the most of your Chatwoot account. Read about our best features, inspiring use cases, and how we recommend clubbing features together.","https://www.chatwoot.com/tags/do-more-with-chatwoot","https://www-internal-blog.chatwoot.com/tag/do-more-with-chatwoot/",{"id":21,"name":22,"slug":23,"profile_image":24,"cover_image":17,"bio":17,"website":17,"location":17,"facebook":17,"twitter":17,"meta_title":17,"meta_description":17,"url":25},{"id":28,"name":29,"slug":29,"description":17,"feature_image":17,"visibility":12,"og_image":17,"og_title":17,"og_description":17,"twitter_image":17,"twitter_title":17,"twitter_description":17,"meta_title":17,"meta_description":17,"codeinjection_head":17,"codeinjection_foot":17,"canonical_url":17,"accent_color":17,"url":30},"https://www-internal-blog.chatwoot.com/sales-processes-with-dashboard-apps/",4,true,"How Tegrus uses Dashboard Apps to triple its sales: Chatwoot","The Dashboard Apps feature lets you embed your app into the Chatwoot dashboard. But what if it could be used to bring in more sales?","Dashboard apps for sales",1775212115055]