Business Scenario
An R&D consultancy fields enquiries from corporate clients seeking contract research or feasibility studies through LinkedIn-driven WhatsApp conversations and website chat, but with scientists focused on active projects, incoming business enquiries often wait days for a reply, and it's unclear which past proposal outreach actually led to signed contracts.
How Chronex360 Helps
- Capture inbound WhatsApp, Instagram and Facebook conversations as a client/lead record so a scoping enquiry and later contract discussion from the same organization stay linked.
- Use Lead Sources and tags to separate feasibility-study enquiries, contract-research leads, grant-collaboration interest and permitted follow-up communications for reporting.
- Assign enquiries to the appropriate project lead or business-development contact manually, or use round-robin when multiple leads handle intake.
- Use WhatsApp Chatflows with quick replies to capture project type and scope before routing to a specialist; Instagram and Facebook conversations remain visible for the same team to reply directly.
- Set tasks and schedules for proposal follow-ups and scoping-call reminders, with overdue items flagged so a promising enquiry doesn't stall waiting on a proposal.
- Keep calls, emails, SMS and social messages tied to one client timeline so anyone continuing the conversation has full project context.
How This Can Support Revenue Growth & Better Management
Business-development staff can log project scope and client details, route enquiries to the right specialist, and keep proposal follow-ups on schedule across long research-engagement sales cycles.
Leadership can separate new enquiries from those in active proposal discussion, see which lead follows up most consistently, and catch stalled conversations before a client engages a different research partner.
A LinkedIn-driven WhatsApp message becomes a tracked opportunity with a source, an owner, a status and a follow-up history, which matters for cycles that can run for months between first contact and signed contract; standardized study packages can be referenced through the catalogue where applicable.
- A corporate contact messages the consultancy on WhatsApp after a LinkedIn post or referral, asking about a feasibility study or contract research.
- Chronex360 logs the enquiry with its source and routes it to the business-development queue.
- The lead is assigned, and a Chatflow captures basic project scope before a specialist joins the thread.
- A team member reviews the conversation, shares relevant capability information via template, and schedules a scoping call.
- The lead moves through statuses such as New → Contacted → Qualified → Follow-up → Converted as the proposal advances.
- Leadership reviews source performance, response time and proposal-to-contract conversion.
Implementation boundary: Proprietary research data, unpublished findings and formal research datasets require dedicated systems and stricter governance; use this CRM for permitted business-development outreach only.
KPIs to Track in Chronex360
- Project enquiries by source
- Response time
- Scoping calls booked
- Follow-up adherence
- Proposal-to-contract conversion
- Revenue by source