Optimization of the Sales Process in the Laboratory Equipment Industry: Our Solution for Manufacturers of Laboratory Furniture and Equipment
Our advanced solutions, built on the Bitrix24 platform, provide comprehensive support at every stage of operations, enabling workflow optimization, improved team communication, and increased customer satisfaction.
Challenges Identified in the Client’s Company
• Lack of a unified sales process
From lead acquisition to closing the sale, there was no standardized workflow. Large laboratory equipment orders — requiring coordination between sales, production, and logistics — were especially challenging.
Undefined stages caused delays, made progress difficult to track, and increased the risk of errors.
• Lack of automation
Manual data entry and manual information flow between departments slowed down the sales team and increased the likelihood of mistakes.
Without automated reminders, workflows, or tool integrations, customer service was inefficient, and sales representatives wasted valuable time on repetitive administrative tasks instead of focusing on sales and client relationships.
• Scattered data
Client information, offers, and orders were stored across multiple sources — Excel files and personal notes.
This caused inconsistencies, outdated records, and errors in order execution, leading to issues such as outdated offers, incomplete client data, and delivery delays, all negatively affecting customer satisfaction and the company’s reputation.
These challenges made it clear that the company needed a modern, integrated system to streamline the sales process, automate key actions, and centralize all business data.
Our Tailored Solution
To address these challenges, we developed a customized sales process aligned with the specific needs of a company producing and installing laboratory furniture and equipment. The process utilizes the full capabilities of Bitrix24.
Thanks to our implementation, the company significantly improved operational efficiency, gained better process control, and automated critical actions.
• Sales Process Optimization
We automated key actions related to lead handling and offer preparation, enabling a smooth transition from inquiry to final order confirmation.
Automatic status changes and task assignments minimize errors and speed up order processing.
• CRM Personalization
We customized Bitrix24 to match the client’s workflow, especially the specifics of designing and manufacturing laboratory furniture.
Key improvements include:
• dedicated fields capturing technical product parameters,
• automatic creation of structured folders in Bitrix24 Drive for each new project,
Ensuring employees have instant access to all relevant project documentation.
• Import of Product Categories
To streamline offer preparation, we implemented automated import of critical product categories such as:
• laboratory furniture,
• medical equipment,
• laboratory devices.
This eliminated errors caused by manual data entry and accelerated offer creation.
• Controlled Sales Stages
We added required fields at critical sales stages, ensuring all necessary information is gathered before the process continues.
This helped avoid errors and enabled smoother project management.
• Document Template Integration
We introduced ready-to-use templates for offers, invoices, and contracts — directly in Bitrix24.
This eliminated the need for external tools, reduced preparation time, and ensured document consistency.
As a result, the client gained a more structured and automated sales process, improving customer service speed, order execution, and overall operational efficiency.
Key Functionalities of Our System for Laboratory Equipment Manufacturers
The system automatically assigns creation dates and responsible agents, improving sales workflow visibility.
• Lead categorization
Sales representatives can assign leads to predefined categories that trigger automation rules.
Depending on the category, the system can:
• change the lead status,
• assign a representative,
• generate tasks for the sales team.
• Contact channel integration
The integrated Contact Center enables seamless lead acquisition and automatic interaction logging.
All communication channels are synchronized:
• email,
• phone system,
• social media,
• CRM website forms.
• Notifications & reminders
The system generates automatic reminders based on time or stage change — preventing missed deadlines and improving order accuracy.
• Calendar management
Team scheduling is simplified through a central calendar with color-coded events, supporting coordination of project meetings, deliveries, and installation appointments.
• Automatic task generation
Tasks are automatically assigned to appropriate employees depending on the sales stage, each with its own deadline — significantly improving team coordination across sales, production, and logistics..
Why Implement Our Process?
A customized CRM system enables:
⭐ automation of repetitive tasks
⭐ reduction of errors
⭐ better control over the entire order lifecycle
⭐ faster sales processing and offer management
⭐ improved collaboration between departments
Key Benefits:
• Better work organization — transparent workflows & automated task assignment.
• Fewer errors — automated data entry, templates, reminders.
• Higher operational efficiency — faster lead handling, quoting, and order processing.
• Greater customer satisfaction — timely communication and smooth project execution.
• Full process optimization — centralized data, clear sales stages, and controlled project execution.
Implementing our process is an investment in the company’s growth — enhancing resource management, boosting sales potential, and increasing competitiveness in the laboratory equipment market..
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