Technical assignment for setting up end-to-end analytics for Phoenix Project
- General information
Client: Phoenix Project
Executor:
Date of assignment creation: 02.09.2024
Contact person from the client side: Olga Golovach, Evgeny Sargosh
- Project goal
Organize and set up an end-to-end analytics system that will track all traffic sources on the website coming from various channels (social networks, advertising systems, organic traffic, referral traffic, and others). The main task is to see and analyze how each client moves through the sales funnel in the CRM system.
3. Task description
3.1. Data collection on traffic:
Set up data collection (expenses, impressions, clicks, CTR, conversions) from all traffic sources, including social networks:
Facebook
Instagram
Facebook Ads (including lead forms)
Google Ads
Organic traffic (SEO)
Direct visits to the website
Telegram
Referral links
Email marketing
and other channels
3.2. Integration with the website.
3.3. Integration with CRM:
Set up the transfer of data about each user and their interactions with the website to the CRM system.
Ensure tracking of the client's movement through the sales funnel (statuses indicated in CRM): from the first visit to the website to making a purchase and subsequent actions (repeat purchases, support requests, etc.).
Link each contact in the CRM to a specific traffic source and determine the contribution of each channel to total sales.
3.4. Reporting setup:
Develop and set up automated reports that will show data for each stage of the sales funnel, including breakdowns by traffic channels.
Ensure the ability to create custom reports upon client request.
3.5. Testing and optimization:
Conduct testing of all configured processes and ensure their correct operation.
Optimize data collection and integration systems as needed to improve accuracy and performance.
4. System requirements
The system must provide data collection in real-time.
All data must be available for analysis through a user-friendly interface or integrated with existing BI tools (Power BI, etc.).
Data protection must be implemented in accordance with the requirements of data protection legislation (GDPR in Europe).[1]
5. Integration requirements
Interaction with the APIs of all used platforms (advertising systems, social networks, CRM, Google Sheets, etc.).
The system must be expandable to accommodate future needs (e.g., adding new traffic sources).
6. Deadlines
The development and implementation of all project stages will be allocated (to be agreed upon).
7. Acceptance of work
All project stages will be accepted in phases, with mandatory testing and approval of intermediate results by the client.
The final acceptance of work will be carried out after the integration and verification of all systems in real conditions.
8. Documentation
Upon completion of work, the executor must provide complete technical documentation for the configured systems, including instructions for their operation and possible modifications.
9. Staff training
Conduct training for the client's staff on using the end-to-end analytics system and creating reports.
10. Support and maintenance
Provide technical support for the system for (to be agreed upon) after implementation. Clarify the cost of support and format.
Appendices:
CRM Kommo
Commo is not suitable for this parameter, as its servers are in America. What do we do?
