CRM for selling language and chess courses
Client Management & CRM
Online school offering three programs: English language, Chinese language, and chess. All lessons are conducted individually, with the exception of chess, which can be conducted in groups and only for children.
Problems
1. Because the school has several programs, it becomes difficult to maintain communication. It is not always clear which clients are attending several programs at once.
2. The Kommo CRM system is already in use, but its functionality is not fully utilized: it is mainly used only for communication via WhatsApp.
3. Since leads come from many sources, it is not always convenient to maintain communication with all of them.
4. The school has a "Summer Camp" program. It is necessary to stay in touch with its participants and invite them to the next season.
5. Call history and the results of communication for each call need to be saved in the CRM system.
6. Mailings are done manually. This process needs to be automated.
7. Google Forms are used. After they are filled out, leads need to be automatically created in the CRM and further communication with clients needs to be maintained in one place.
Tasks
1.Create and configure pipelines by lesson type:
- Individual
- Group
- Camp
- Events
2. Create and configure pipelines for repeat sales for individual and group lessons.
3. Connect all traffic sources.
4. Connect Google Forms to Kommo CRM.
5. Set up auto-replies.
6. Connect telephony.
7. Train staff to perform mailings.
Solution
1. Pipelines for first-time sales were created and configured by lesson type and program: group, individual, camp, and events.
2. Two pipelines for repeat sales were created: for individual and group lessons.
3. Deal and contact fields were configured to indicate the study program and to determine whether the student is a child or an adult.
4. Google Forms were connected via an API connector, and an auto-reply was configured for such requests.
5. All traffic sources were connected.
6. Lead export to Google Sheets was set up.
7. Managers were trained in the functionality of Kommo CRM, including the ability to send bulk messages.
8. Ringostat telephony was connected.
9. Analytics were set up in Looker Studio to calculate conversion rates.
Results
1. Managers can quickly identify which program a client belongs to and whether the student is a child or an adult.
2. All inquiries and further communication are displayed in one place, reducing the time needed to process requests.
3. The number of children attending summer camp has increased.
4. It has become convenient to make calls and bring clients to a 100% purchase.
Problems
1. Because the school has several programs, it becomes difficult to maintain communication. It is not always clear which clients are attending several programs at once.
2. The Kommo CRM system is already in use, but its functionality is not fully utilized: it is mainly used only for communication via WhatsApp.
3. Since leads come from many sources, it is not always convenient to maintain communication with all of them.
4. The school has a "Summer Camp" program. It is necessary to stay in touch with its participants and invite them to the next season.
5. Call history and the results of communication for each call need to be saved in the CRM system.
6. Mailings are done manually. This process needs to be automated.
7. Google Forms are used. After they are filled out, leads need to be automatically created in the CRM and further communication with clients needs to be maintained in one place.
Tasks
1.Create and configure pipelines by lesson type:
- Individual
- Group
- Camp
- Events
2. Create and configure pipelines for repeat sales for individual and group lessons.
3. Connect all traffic sources.
4. Connect Google Forms to Kommo CRM.
5. Set up auto-replies.
6. Connect telephony.
7. Train staff to perform mailings.
Solution
1. Pipelines for first-time sales were created and configured by lesson type and program: group, individual, camp, and events.
2. Two pipelines for repeat sales were created: for individual and group lessons.
3. Deal and contact fields were configured to indicate the study program and to determine whether the student is a child or an adult.
4. Google Forms were connected via an API connector, and an auto-reply was configured for such requests.
5. All traffic sources were connected.
6. Lead export to Google Sheets was set up.
7. Managers were trained in the functionality of Kommo CRM, including the ability to send bulk messages.
8. Ringostat telephony was connected.
9. Analytics were set up in Looker Studio to calculate conversion rates.
Results
1. Managers can quickly identify which program a client belongs to and whether the student is a child or an adult.
2. All inquiries and further communication are displayed in one place, reducing the time needed to process requests.
3. The number of children attending summer camp has increased.
4. It has become convenient to make calls and bring clients to a 100% purchase.