CRM for painting course sales
Consulting
Sale of offline and online painting courses. 2 different locations — Czech Republic and Spain, 2 websites
Problems
1. No ability to track clients who declined/dropped out or those who have already purchased a course.
2. Correspondence with clients is scattered across different places: email, WhatsApp.
3. Large customer base, clients are getting lost.
Tasks
1. Set up 2 accounts:
1.1. Create and configure a pipeline for first-time sales.
1.2. Create and configure a pipeline for repeat sales.
1.3. Create and configure pipelines by course type: Individual, Block, Online courses.
1.4. Create and configure a pipeline for Gift Voucher and Workshop requests.
2. Create 2 Wazzup accounts to connect WhatsApp numbers to Kommo CRM.
3. Connect all traffic sources.
4. Upload the customer database.
5. Set up sending of website leads into the account.
Solution
1. Set up 2 Kommo CRM accounts for different countries. Pipelines for first-time and repeat sales were created. Pipelines by course type were created and configured, as well as a pipeline for Gift Voucher requests and workshop applications.
2. Connected WhatsApp channels via Wazzup to both accounts.
3. Connected all traffic sources.
4. Uploaded a database of approximately 35,000 leads.
5. Set up sending of website leads via an email parser into Kommo CRM.
6. Connected all forms from both websites.
Problems
1. No ability to track clients who declined/dropped out or those who have already purchased a course.
2. Correspondence with clients is scattered across different places: email, WhatsApp.
3. Large customer base, clients are getting lost.
Tasks
1. Set up 2 accounts:
1.1. Create and configure a pipeline for first-time sales.
1.2. Create and configure a pipeline for repeat sales.
1.3. Create and configure pipelines by course type: Individual, Block, Online courses.
1.4. Create and configure a pipeline for Gift Voucher and Workshop requests.
2. Create 2 Wazzup accounts to connect WhatsApp numbers to Kommo CRM.
3. Connect all traffic sources.
4. Upload the customer database.
5. Set up sending of website leads into the account.
Solution
1. Set up 2 Kommo CRM accounts for different countries. Pipelines for first-time and repeat sales were created. Pipelines by course type were created and configured, as well as a pipeline for Gift Voucher requests and workshop applications.
2. Connected WhatsApp channels via Wazzup to both accounts.
3. Connected all traffic sources.
4. Uploaded a database of approximately 35,000 leads.
5. Set up sending of website leads via an email parser into Kommo CRM.
6. Connected all forms from both websites.