CRM for the online school of psychology by Academician Losev

About the client:

Company: Bezlogichny Method of Akademik Losev
Website: https://akademiklosev.com/

Akademik Losev is a company that helps eliminate deep psychological blocks and change life scenarios using an exclusive method without hypnosis or esotericism. The training includes 70% practical sessions and is available both online and offline.

🟠 The client requested to replace amoCRM with ZohoCRM:

• Migrating the existing database with hundreds of thousands of records to the new system.
• Integrating 10 company landing pages with ZohoCRM.
• Integrating the WebinarStars platform so that webinar leads automatically enter the system after the webinars are finished.
• Integrating the WayForPay payment system.
• Integrating access grants in the LMS system Kwiga after a successful sale by a manager.
• Integrating leads from the ManyChat chatbot platform.
• Configuring business processes in ZohoCRM.
• Setting up detailed analytics for sales and marketing.
• Integrating the financial accounting system.
• Conducting comprehensive training for managers on working in the new system.
• Configuring business processes for handling technical support requests.
• Connecting UniTalk telephony to ensure that calls are synchronized and automatically entered into the system.

🟢 How we helped implement the system:

We analyzed and documented the sales business processes, developed sales funnels, and created unified “Rules of the Game” for managers.

📌 Example (to maintain confidentiality, a demonstration process unrelated to the client’s processes is provided for reference to understand the format):

• • We prepared the data for migration and completed all the technical CRM configurations for the client.
  • All the technical CRM settings were implemented for the client. (To maintain confidentiality, a demonstration example of the sales funnel, unrelated to Akademik Losev’s processes, is provided for reference).

• • We connected traffic sources: landing pages, the chatbot platform, and WebinarStars.
  • We developed the structure of modules: leads, deals, contacts, invoices with payments.
  • We configured sales department analytics, allowing the manager to track: payments by day, “future bank” for payments, and sales manager performance.
  • We set up marketing analytics, enabling the marketer to analyze: key traffic sources, channels, UTM tags, and conversions across different periods.
  • We developed automated business processes within the system.
  • We conducted 5 training sessions for managers and the team leader.
  • We held a certification to assess knowledge of the system.

• We created personalized video instructions for onboarding new managers.
• We created personalized video instructions for onboarding new managers.

As a result, the managers received a user-friendly program for managing the client database and scheduling reminders, while the team leader gained a tool for department control based on data and scaling planning.