Zoho CRM for selling online courses via webinars

About the client

Company: Liberty Space
Client website: http://libertyspace.pro//

Liberty Space is a company that offers training on building healthy relationships in couples.

🟠 The client requested the implementation of Zoho CRM.

• Importing the customer database into the new system.
• Integrating two landing pages of the company into Zoho CRM.
• Integrating the webinar platform WebinarStars so that webinar leads are automatically added to the system after the session ends.
• Integrating the payment system WayForPay.
• Integrating access granting in the LMS system Kwiga after a manager makes a sale.
• Integrating leads from the ManyChat chatbot platform.
• Setting up business processes in Zoho CRM.
• Configuring detailed analytics for sales and marketing.
• Integrating the financial accounting system.
• Conducting a comprehensive training session on using the new system for managers.
• Setting up business processes for handling technical support inquiries.
• Connecting UniTalk telephony so that calls are synchronized and automatically entered into the system.

🟢 How we helped implement the system:

• • We analyzed and documented the sales business process, then created sales funnels to provide clear “Rules of the Game” for managers. Example (for confidentiality purposes, a demo example of the process is provided here, which is not related to the client’s processes, to give the reader an understanding of the format).

• • We prepared the data for migration.
  • We performed all the technical CRM settings for the client (for confidentiality purposes, a demo example of the sales funnel is provided here, which is not related to the Liberty Space, for the reader’s understanding).

• • 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 view payments by day, the “bank of future” payments, and sales manager performance.
  • We set up marketing analytics, enabling the marketer to analyze key traffic sources, channels, UTM tags, and conversions by periods.
  • We developed automated business processes within the system.
  • We conducted 5 training sessions for managers and the manager.
  • We held an assessment to evaluate knowledge of the system.

• We developed personalized video instructions for onboarding new managers.
• We provided support for several months after the implementation.

As a result, the managers now have a convenient program for managing their client base, setting reminders, while the manager can control their department based on data and plan for scaling.

🏋️Challenges encountered in the project:

We needed to implement duplicate control functionality, as a single potential client could attend dozens of webinars, and we needed to merge them into a single contact. To achieve this, we programmed our own “duplicate controller.”

Time taken for setup:

The entire project took 1 month: from the first meetings to conducting training sessions on how to work properly in the system.

Cost of setup:

Commercially confidential. For details on hourly rates (cost per hour), please contact our manager by submitting a request.

Why does the client need CRM?

A CRM system in the sales department helps ensure organization, automation, and process analytics, ultimately leading to increased team efficiency.

What is CRM? It’s an intelligent program that replaces the old notebook and makes life significantly easier. It helps to:

1. Store all data in one place. Customer contacts, interaction history, documents, and tasks — everything is at hand, and nothing gets lost.
2. Remind about important events. CRM will automatically remind you of meetings or tasks that need to be completed.
3. Save time. Instead of searching for information in notes or emails, you can find it with just a few clicks.
4. Monitor team performance. Easily check who is responsible for what and at what stage each commercial proposal is.
5. Improve customer service. Your clients will always be promptly informed about the status of their orders, which will increase their trust.

And most importantly — CRM works on your smartphone!

With the mobile app, you can view information, add new tasks or contacts, and even communicate with clients directly from your phone. Even when you’re on the go or in court, all the important data is always at your fingertips.

CRM is not complicated technology; it’s a convenient tool for organizing work that makes sales more efficient.

🎯Why choose us for collaboration?

1. We focus on results.
2. We apply the methodology from simple to complex in processes.
3. We develop solutions with people in mind first.
4. Our experience in hundreds of projects gives us a great deal of insight, ensuring we can tackle your tasks with expectations exceeded by 11 out of 10.

👉 Leave a request for a free consultation on your business. We will arrange a meeting for an express audit of your processes and prepare several system options for you with a demonstration of all capabilities.