ClientWe were contacted by the event agency RUSH. This agency organizes holidays, corporate events, conferences, concerts and more. The agency has been on the market for more than 10 years, and every year their client base grows.
It is important for the agency to store all the data about its clients in one database and understand at what stage of the transaction their client is. It is important to understand which of the clients made the payment, and with whom it is only an agreement.
For these purposes and client requests, it was decided to install CRM. In this CRM-system, it was decided to establish integration with the client's website, as well as with their communication channels - e-mail.
What has been doneAs a first step, we arranged a meeting with the agency. We discussed all the ways they can interact with clients and suggested installing CRM.The second step, was to implement all the settings into the system. In our case, this is a sales funnel that has been divided into stages of agreement or already payment. Made the agency integration with their website, set up a communication channel in the form of e-mai.The third stage was consultation on work and training of the client. After all, the agency conducts the next steps of working with the CRM system on its own. In addition, when questions arise about working with the system, we continue to advise the agency