Analyzed data in excel sheets and determined that no tools to nurture Prospects, categorize and employ target marketing techniques or analyze conversions and market effectively have been employed. In addition to CRM, the solutions required capabilities to monitor customer interactions, define, collect, manage data, and manage communications for multi-location businesses.

Deficiencies in As-Is

Demonstrate that a CRM (Leads, Contacts, Deals) could effectively be used to organize data and manage business growth.

•  Lack of a coordinated effort to nurture prospects
•  Disconnected communications with leads and customers
•  Missing verified and a master set of records for each business location
•  Inability to maintain bookings, Subscriptions, Plans, and Email engagements
•  Incomplete transaction history for customers
•  Easily import data from spreadsheets to CRM
•  Lack of support for integration with external systems and applications (Calls, SMS, etc.).
•  Lack of integrated social media management and web analytics to help maximize efforts.

Project Plan:

Step 1: Centralising customer data
Membership management – plans, history, and upsell

Step 2: Build Sales funnel
Configure workflows to build, and segment mailing lists in CRM
Establish audience segments based on interest and behavior

Step 3: Add invoicing and billing capabilities

Step 4: Collect and analyze insightful customer data
Integrate Books with CRM. That included an in-depth analysis of the current accounting principles, compiling the inventory, and implementing a working accounting model adaptable to their current practice.

Step 5: Tracks content engagement

Step 6: Ensure compliance with data privacy laws