Project goals:
Solutions:
1. Lead funnel:
2. Trading funnel with cyclic renewal:
3. Communicative channels integration:
4. Schedule management:
5. Birthdays notification funnel:
The results:
The conclusion:
The configuration of Bitrix24 for Jazz Studio allowed to create an effective system of customer relationship management, automate essential business-processes and improve the service quality. It’s a great example of the successful CRM-system application to develop a service business.
- To automate the accounting and interacting process with potential and current clients.
- To simplify the schedule management for dance teachers in different branches.
- To improve the communication with clients via multi-channel integration.
Solutions:
1. Lead funnel:
- We implemented a lead funnel to account potential clients automatically.
- We added a “postponed decision” option for the parents in the waiting list which improved accounting and further interaction.
2. Trading funnel with cyclic renewal:
- We configured a trading funnel where the deals renew automatically every month providing the cyclicity in accounting services for kids.
3. Communicative channels integration:
- We integrated social networks, Telegram, WhatsApp and a phone system to fix all the ways of communication in CRM
4. Schedule management:
- We set up an individual schedule for every dance teacher in every branch taking into account their features.
5. Birthdays notification funnel:
- We implemented an automatic birthdays notification system to congratulate the kids in time which helps to build loyalty.
The results:
- Effective interaction with clients: all the communications with clients are now taken into account and well organized providing a high level of service.
- Automation of the accounting and renewal the deals: cyclic deal system simplified significantly the service accounting process and reduced labor costs for routine tasks.
- Optimization of the schedule management: an individual schedule for every dance teacher provides effective use of the dance school resources and prevents conflicts in schedules.
- Improved customer interaction: multi-channel integration and automatic birthdays notifications increase the level of clients’ satisfaction.
The conclusion:
The configuration of Bitrix24 for Jazz Studio allowed to create an effective system of customer relationship management, automate essential business-processes and improve the service quality. It’s a great example of the successful CRM-system application to develop a service business.
