CRM for the online psychology school of Academician Losev
Client Management & CRM
CRM for an online psychology school
Company: The Illogical Method of Academician Losev.
Client's website: https://akademiklosev.com/
Akademik Losev is a company that helps eliminate deep psychological blocks and change life scenarios using an author's methodology without hypnosis or esotericism. Training includes 70% practice, available online and offline.
The client reached out with a request:
- To select and replace the Russian system amoCRM with ZohoCRM.
- It was necessary to transfer the existing database of hundreds of thousands of records to the new system.
- To integrate 10 landing pages of the company into ZohoCRM.
- To integrate the webinar platform WebinarStars so that applications from webinars would automatically enter the system after completion.
- To integrate payment systems WayForPay.
- To integrate access openings in the LMS system Kwiga after the manager made a sale.
- To integrate applications from the ManyChat chatbot platform.
- To set up business processes in ZohoCRM.
- To set up detailed analytics for sales and marketing.
- To integrate the financial accounting system.
- To conduct a comprehensive training on working in the new system for managers.
- To set up business processes for handling technical inquiries.
- To connect the UniTalk telephony so that calls would synchronize and enter the system automatically.
How we helped implement the system:
- We analyzed and described the sales business process and created sales funnels to provide unified "Rules of the Game" for managers.
- We prepared data for migration.
- We performed all technical settings of the CRM for the client.
- We connected traffic sources: landing pages, chatbot platform, WebinarStars.
- We developed the structure of modules: leads, deals, contacts, accounts with payments.
- We set up sales department analytics, where the manager could see payments by day, "bank of the future" for payments, and the performance of sales managers.
- We set up marketing analytics, where the marketer could analyze key traffic sources, channels, UTM tags, conversions over periods.
- We developed automated business processes in the system.
- We held 5 meetings for training managers and the supervisor.
- We conducted an assessment on knowledge of the system.
- We developed individual video instructions for adapting new managers.
- We provided support for several months after implementation.
Thus, managers have a convenient program for managing their client base, planning reminders, while the supervisor can control their department based on numbers and plan scaling.
What difficulties arose in the project?
- Migrating the database of hundreds of thousands of records took more time than planned due to the presence of API limits in amoCRM.
- The migration was carried out using a combined method, namely: through export/import of tables and writing a script that synchronized the remaining data. It was necessary to synchronize several thousand records daily by running the script from scratch to avoid blocking the amoCRM API.
How long did the setup take?
The entire project lasted 2 months: from the beginning of the first meetings to conducting training on proper work in the system.
We provide ongoing support and technical assistance to the client. For all questions from managers, the project manager provides answers and helps with additional settings.
#ZohoCRM #ZOHO #analytics
Company: The Illogical Method of Academician Losev.
Client's website: https://akademiklosev.com/
Akademik Losev is a company that helps eliminate deep psychological blocks and change life scenarios using an author's methodology without hypnosis or esotericism. Training includes 70% practice, available online and offline.
The client reached out with a request:
- To select and replace the Russian system amoCRM with ZohoCRM.
- It was necessary to transfer the existing database of hundreds of thousands of records to the new system.
- To integrate 10 landing pages of the company into ZohoCRM.
- To integrate the webinar platform WebinarStars so that applications from webinars would automatically enter the system after completion.
- To integrate payment systems WayForPay.
- To integrate access openings in the LMS system Kwiga after the manager made a sale.
- To integrate applications from the ManyChat chatbot platform.
- To set up business processes in ZohoCRM.
- To set up detailed analytics for sales and marketing.
- To integrate the financial accounting system.
- To conduct a comprehensive training on working in the new system for managers.
- To set up business processes for handling technical inquiries.
- To connect the UniTalk telephony so that calls would synchronize and enter the system automatically.
How we helped implement the system:
- We analyzed and described the sales business process and created sales funnels to provide unified "Rules of the Game" for managers.
- We prepared data for migration.
- We performed all technical settings of the CRM for the client.
- We connected traffic sources: landing pages, chatbot platform, WebinarStars.
- We developed the structure of modules: leads, deals, contacts, accounts with payments.
- We set up sales department analytics, where the manager could see payments by day, "bank of the future" for payments, and the performance of sales managers.
- We set up marketing analytics, where the marketer could analyze key traffic sources, channels, UTM tags, conversions over periods.
- We developed automated business processes in the system.
- We held 5 meetings for training managers and the supervisor.
- We conducted an assessment on knowledge of the system.
- We developed individual video instructions for adapting new managers.
- We provided support for several months after implementation.
Thus, managers have a convenient program for managing their client base, planning reminders, while the supervisor can control their department based on numbers and plan scaling.
What difficulties arose in the project?
- Migrating the database of hundreds of thousands of records took more time than planned due to the presence of API limits in amoCRM.
- The migration was carried out using a combined method, namely: through export/import of tables and writing a script that synchronized the remaining data. It was necessary to synchronize several thousand records daily by running the script from scratch to avoid blocking the amoCRM API.
How long did the setup take?
The entire project lasted 2 months: from the beginning of the first meetings to conducting training on proper work in the system.
We provide ongoing support and technical assistance to the client. For all questions from managers, the project manager provides answers and helps with additional settings.
#ZohoCRM #ZOHO #analytics