24/12/2018 18:03:57     vTiger Portfolio    0 Comments

The main task set by the Customer was to automate sales as much as possible, i.e, it was required to automate the process of selling course subscriptions as much as possible, based on the specifics of the business.

There are “buy” buttons on the customer’s landing pages. After the visitor clicks on the “buy” button, the vTiger CRM system automatically transfers the client to the page of filling in the application form. After that, the client gets to the page where he can choose any convenient payment method and immediately pay for the service. After the client filled in the lead form, the vTiger CRM system automatically creates a deal with a linked account. The whole process of online sales is automatic and happens without human intervention.

The CRM system sends an automatic e-mail notification to the customer about his order. The letter contains a link that will allow you to return to pay later.

Another important task set for the CRM system to perform was to collect UTM parameters for analyzing the effectiveness of advertising campaigns. This problem was quickly solved through the VorDOOM WebForm 2.0 extension. At present, it is always clear which advertising channel has brought us the client.

In addition to the main tasks, the customer was highly interested in protecting the client base within the company. Some employees have been banned from exporting data from the system. Telephone numbers and e-mail addresses have also been replaced with pictographs. None of the employees will be able to use customer information for personal purposes.

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