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Case study

1500+ hours saved at Open Nexus

Open Nexus provides solutions supporting procurement processes in local governments, public institutions and companies.

How Open Nexus automated repetitive sales tasks

Challenge: the entire sales process handled manually

Before implementing Livespace, the Open Nexus team was using a Firmao-based CRM. Unfortunately, the tool did not meet the needs of the sales department. The team lacked a kanban board displaying the sales process. Additionally, sales automation and integrations with other tools were not possible. The entire sales process, client implementation onto the Open Nexus platform, and maintenance was handled manually.

Solution: automations and integrations without a developer

The Open Nexus team chose Livespace because it was the most transparent and intuitive CRM among all the solutions they tested. It was also important for Open Nexus that Livespace was integrated with Zapier, allowing them to add automations and integrate other tools without involving developers. Within two weeks of using Livespace, the Open Nexus team set up the sales process in the CRM and migrated all their data from their previous system. It took the team three months to fully "uncover" all of Livespace's features. As a result, Open Nexus employees no longer waste time on:

  • manually entering customer data into Livespace
  • scheduling meetings with clients and setting reminders
  • creating and completing contracts
  • notifying administration about contracts to be processed
  • issuing invoices
  • creating document folders on Google Drive
  • informing and creating tasks for the implementation team

Results of automation at Open Nexus

1500+

hours saved over 1.5 years

~20k

activities handled automatically each month

3 min

to prepare the initial contract, offer and enter the data

2 FTEs

would be needed to replace the automations

“With Livespace, we have been able to organize and automate most of the repetitive elements of the sales process. I appreciate the fact that I am able to integrate various other tools with Livespace without the involvement of a programmer. We consistently replace rote sales activities with automations. This way we save a lot of time, while at the same time eliminating the risk of human error within the sales process.”
Jędrzej Anuszkiewicz-MichałekSoftware Project Manager, Open Nexus

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