Owning a CRM is one thing — using it well is another
We focus on RAYNET CRM implementations and the related
integrations and automations on the Make platform.
Run your sales smart and efficient
RAYNET CRM implementations
An implementation is the joint path to putting an information system into real-world use. Most projects start with analysis and solution design, continue with the data model and sample data, and then add the configuration, integrations, training, and automation tuning. It sounds complicated, but it doesn't have to take long — most implementations land in a few weeks.
Integrations with Make
RAYNET CRM is a functionally bounded product — its core is built once for more than 16,000 users, not custom-built per customer. Thanks to its open REST API it integrates cleanly with most modern apps. Integrations can today be delivered faster and cheaper on no-code platforms — we build ours on Make.com.
A complete solution for your business
Analysis
We start with a needs analysis that tells us what you want — and can — use a CRM for, and which other systems it should talk to. Then we focus on process analysis, i.e. how people work (the sequence of their activities), and finally we run a data analysis that shows where data is created, where it moves to, and who uses it when.
Defining the data model
Based on the analysis we settle on the right record structure inside the CRM — who counts as a client and a contact person, what a project or opportunity is, and how quotes, orders, products and price lists will be used. For each record type we define the maximum scope of information that needs to be tracked.
Creating sample data
Sample data represents typical real-world records. If the data model is the form, sample data is the content. Together they form the template for training and data migration. With sample data you can easily check whether the system will solve your needs and how efficient it will be to work with.
Configuring all required features
A CRM has a range of complex features whose configuration is not always simple or effective without the full context. Custom print templates are a good example — they let you export practically any document, but building them requires following precise rules, much like programming (even though it isn't programming).
Building integrations and automations
Only on a perfectly configured CRM can you efficiently build integrations and automations. The advantage of using Make is fast delivery and a substantially lower price than classic custom development, while keeping the functionality and reliability the solution needs.
Training and inspiration
Building on the previous steps, we onboard future users not only on the general CRM features and the recording process, but also on operating every integration and automation. We combine in-person meetings with online sessions, so training can produce a reusable recording.
Like any complex software, a CRM can be used cleverly — or… less cleverly. People often call CRM the shovel of sales. But do you really want to dig through that pile of data and processes with a shovel? Maybe your company is at a point where something more powerful would fit better — something like an excavator. Trouble is, anyone can grab a shovel without any special training or permit. So what do you do when you need an excavator and have never operated one before? Hire the excavator together with an operator.
Connect with third-party systems
As soon as a new record arrives via webhook, the matching record is loaded from Raynet CRM and a new invoice is created against the right client in Fakturoid. If that client doesn't exist in Fakturoid yet, it is created first and the invoice is then linked to it.
On a configured schedule, Integromat checks whether a new invoice has been created in Fakturoid. If so, a new invoice is created on the matching client in Raynet CRM.
When a new opportunity appears, a matching ApuTime project is created.
When something changes in an ApuTime project, the corresponding tag is added to the linked RAYNET CRM opportunity.
and plenty more.
What we have experience with
In 2022 and 2023 we successfully rolled out RAYNET CRM at three dozen companies in the photovoltaic-power-plant sales sector.
We frequently bridge sales and invoicing — meaning we know how to handle specific invoicing scenarios such as partial proforma invoices reconciled by a final-payment invoice on a single deal, partial-fulfilment invoices on a single deal, or invoicing from a single CRM instance into multiple accounting entities. We integrate all of this with iDoklad, ABRA Flexi, Fakturoid, Superfaktura, Vyfakturuj.cz.
