Zoho CRM for selling online courses through webinars
Zoho CRM for selling online courses through webinars
Company: Liberty Space.
Client's website: http://libertyspace.pro//
Liberty Space is a company that conducts training on building proper relationships in a couple.
The client requested the implementation of ZohoCRM:
- It was necessary to import the customer database into the new system.
- Integrate 2 landing pages of the company into ZohoCRM.
- Integrate the webinar platform WebinarStars so that applications from webinars are automatically entered into the system after completion.
- Integrate the payment systems WayForPay.
- Integrate access openings in the LMS system Kwiga after the manager made a sale.
- Integrate applications from the ManyChat chatbot platform.
- Set up business processes in ZohoCRM.
- Set up detailed analytics for sales and marketing.
- Integrate the financial accounting system.
- Conduct comprehensive training on working in the new system for managers.
- Set up business processes for handling technical inquiries.
- Connect the UniTalk telephony so that calls are synchronized and entered into 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.
- Performed all technical settings of the CRM for the client.
- Connected traffic sources: landing pages, chatbot platform, WebinarStars.
- We developed the structure of modules: leads, deals, contacts, accounts with payments.
- 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.
- Set up marketing analytics, where the marketer could analyze key traffic sources, channels, UTM tags, conversions over periods.
- Developed automated business processes in the system.
- Conducted 5 meetings for training managers and the supervisor.
- Conducted certification on system knowledge.
- Developed individual video instructions for adapting new managers.
- Provided support for several months after implementation.
Thus, managers have a convenient program for managing their customer base, planning reminders, and the supervisor can control their department based on numbers and plan scaling.
What difficulties arose in the project:
- It was necessary to implement the functionality for controlling duplicates, as one potential client could attend dozens of webinars and needed to be merged into a single contact. For this, we programmed our own "duplicate controller."
How long did the setup take:
The entire project lasted 1 month: from the beginning of the first meetings to conducting training on proper work in the system.
Why does the client need CRM?
The CRM system in the sales department helps ensure organization, automation, and analytics of processes, which ultimately leads to increased team efficiency.
What is CRM? It is a smart program that replaces this notebook and significantly simplifies life. It helps:
- Store all data in one place. Customer contacts, interaction history, documents, and tasks — everything at hand, nothing gets lost.
- Remind about important events. CRM will automatically remind about meetings or tasks that need to be completed.
- Save time. Instead of searching for the necessary information in notes or emails, you will find it in a few clicks.
- Control the team's work. Easily check who is responsible for what and at what stage each commercial proposal is.
- Improve customer service. Your customers will always be timely informed about the status of their orders, which will increase their trust.
#ZohoCRM #ZOHO #analytics
Company: Liberty Space.
Client's website: http://libertyspace.pro//
Liberty Space is a company that conducts training on building proper relationships in a couple.
The client requested the implementation of ZohoCRM:
- It was necessary to import the customer database into the new system.
- Integrate 2 landing pages of the company into ZohoCRM.
- Integrate the webinar platform WebinarStars so that applications from webinars are automatically entered into the system after completion.
- Integrate the payment systems WayForPay.
- Integrate access openings in the LMS system Kwiga after the manager made a sale.
- Integrate applications from the ManyChat chatbot platform.
- Set up business processes in ZohoCRM.
- Set up detailed analytics for sales and marketing.
- Integrate the financial accounting system.
- Conduct comprehensive training on working in the new system for managers.
- Set up business processes for handling technical inquiries.
- Connect the UniTalk telephony so that calls are synchronized and entered into 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.
- Performed all technical settings of the CRM for the client.
- Connected traffic sources: landing pages, chatbot platform, WebinarStars.
- We developed the structure of modules: leads, deals, contacts, accounts with payments.
- 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.
- Set up marketing analytics, where the marketer could analyze key traffic sources, channels, UTM tags, conversions over periods.
- Developed automated business processes in the system.
- Conducted 5 meetings for training managers and the supervisor.
- Conducted certification on system knowledge.
- Developed individual video instructions for adapting new managers.
- Provided support for several months after implementation.
Thus, managers have a convenient program for managing their customer base, planning reminders, and the supervisor can control their department based on numbers and plan scaling.
What difficulties arose in the project:
- It was necessary to implement the functionality for controlling duplicates, as one potential client could attend dozens of webinars and needed to be merged into a single contact. For this, we programmed our own "duplicate controller."
How long did the setup take:
The entire project lasted 1 month: from the beginning of the first meetings to conducting training on proper work in the system.
Why does the client need CRM?
The CRM system in the sales department helps ensure organization, automation, and analytics of processes, which ultimately leads to increased team efficiency.
What is CRM? It is a smart program that replaces this notebook and significantly simplifies life. It helps:
- Store all data in one place. Customer contacts, interaction history, documents, and tasks — everything at hand, nothing gets lost.
- Remind about important events. CRM will automatically remind about meetings or tasks that need to be completed.
- Save time. Instead of searching for the necessary information in notes or emails, you will find it in a few clicks.
- Control the team's work. Easily check who is responsible for what and at what stage each commercial proposal is.
- Improve customer service. Your customers will always be timely informed about the status of their orders, which will increase their trust.
#ZohoCRM #ZOHO #analytics
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