It's finally time to:
“We have seen exceptional growth in lead generation and traffic to our site has never been better!”
“Your team have pulled off launching two websites, two CRMs and maintained our digital media strategy - a massive THANK YOU!”
We’ll help you find the fastest way to grow your monthly sales. Then we'll show you how we can help put it into action.
Our client is a provider of boutique early learning with 16 centres around the country.
Using our custom developed Active Campaign CRM, we have automated their enrolment process:
Enquiries tracked back from source of marketing (Adwords, Facebook, SEO, etc.)
Book a Tour email process
Tour missed follow up email
Registration form email process
Enrolment form email process
This allowed us to map their enrolment funnel to give the business executives a clear view of their sales funnel and incoming enrolments.
Having automations and templates in place has conservatively saved each Centre 4 hours per week (4 x 16 centres x 4 weeks = 256 hours per month) in SAVED labour costs and increased productivity.
Automations drive the entire enrolment process
Email templates save centre managers hours of time each week
Lastly we built a proprietary data warehouse using Google Big Query to link online marketing campaigns with offline enrolments tracked through the CRM.
This gives a clear link from marketing to sales, and provides a Cost per Enquiry and Cost per Enrolment in real-time, with data filterable by Centre.
Understand your business requirements
We start with a Planning Workshop to understand your lead nurture processes, sales processes and follow up processes, with the goal of prioritising how we setup the CRM and which marketing automations we build.
Custom fields mapping
Based on the information requirements you have for every new lead and customer, we will map the custom fields in the CRM.
Data migration from your existing platform
Our team will transition all your data (customer lists, automated campaigns, email history) from your legacy systems into your new CRM.
Invite your team to the platform
We’ll setup each of your team members as users in the platform, tailoring access with different permission levels as required (for example, only provide access for manager at a specific location to their sales pipeline).
Setup your sales pipeline
We create a custom sales pipeline that is tailored to your sales process. This allows you to quickly view all leads by pipeline stage, quickly showing potential revenue in the pipeline and actions to take.
Integration of forms on website
We’ll setup all of your enquiry and conversion forms on your website and sales page to integrate new lead data straight into your CRM. This setup also enables on-site tracking so that you can see every lead’s interaction with your website over time.
Setup automated tasks and deals
We then create all the required tasks that will be automated in the system. For example, a new lead comes in and we have a task that creates a new Dead in the sales pipeline, assigns it to the sales manager, and creates a task for the sales manager to assign the deal to a salesperson.
Develop marketing automation campaigns
Now we’ll develop the marketing automation campaigns we mapped out in your Planning Workshop. Common campaigns include lead nurture sequences, sales processes, customer onboarding series, review and referral requests.
Set up of reporting dashboards
To wrap up the setup of your new CRM, we bring your CRM sales data into a reporting dashboard to give your team an executive snapshot of marketing and sales performance all in one place.
Training for your team
Finally, to move the CRM into production your team members need to know how to use it. We provide training to bring your team up to speed.