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7 min read
The client needed a specialist to implement email and SMS marketing for their newly established online store. The client's main goal at the beginning of the collaboration was to acquire potential customers before the store's opening.
Monika Nastalska
Email Marketing Freelancer at SoftwareSupport
5 min read
Magento developer worked on an official Magento 2 plugin that increases conversion by 5x. Check what has been done by using Javascript, PHP, and Magento2 skills.
This project is a continuation of the Smartech Magento Plugin project for Netcore. Magento developer worked on the plugin for marketing automation solutions. The first stage of the described project is focused mainly on creating project documentation and initial work to prepare the plugin for Magento marketplace requirements. The second phase concerns completing full plugin implementation, custom events, testing, and on-demand support.
I am a certified Magento expert. Over the last seven years, I have completed a lot of Magento projects. I mainly specialize in customizing modules, third-party module integration, custom API creations, ERP integrations, email marketing integration, and custom payment method integrations. Moreover, I have experience in integrations of plugins like Smartech: Yotpo, Dotdigital, Klaviyo. To complete this project the following skills were required: Magento2, RequireJS, PHP, Javascript.
I have always loved to code, and Magento 2 is a great framework for mid to large eCommerce businesses. Shops built on Magento 2 perfectly match the trends. The main one is adjusting the website to mobile devices. It is estimated that in 2021, sales through mobile devices will reach 73% of e-commerce sales. To ensure data security and customer experience at an appropriate level, large shops should consider transferring the store from Magento 1 to Magento 2. - Rana Madhala, SoftwareSupp Freelancer
According to the data provided by W3tech, Magento powers 1.2% of all CMS world's websites.
Smartech is a client’s flagship product. It has been already listed on the Magento marketplace and is available to download. In the Magento ecosystem, plugins are called extensions. Developers can seamlessly integrate it into the Magento websites. As Magento.com claims, the software offers more than 5,000 Magento extensions. Interestingly, the Smartech plugin can also be integrated with Shopify or WordPress.
Smartech empowers modern marketers to map their customer journey to deliver an exceptional 1:1 Customer Experience. An additional feature developed for our client is designed to collect all user events and perform personalized marketing activities. Smartech provides a Web SDK (software development kit) that helps track, analyze and engage with website customers. Engaging users, tracking their performance, and analysis of their activities aim to build SMART conversions. Below are listed main Smartech functions:
Magento2 plugin- project’s scope
Project time: 95 hours
Effect: Development of the Smartech Magento2 plugin published at the marketplace
My job on this project was to complete plugin development. Most of the work has been done by using Javascript. We have added the JS events for these elements and get the details for particular situations. The last step was to send them into Netcore by using SW.js. In simple words, from Magento, after adding a product to the cart, we are fetching the product details like name, SKU, qty, and sending those into Smartech with JS events. Example:
Product : Iphone13
Name : Iphone 13 with 256GB
SKU : iphone-13
qty : 1
Example product URL: https://www.amazon.com/iphone13.html
The main goal for the Smartech plugin is ecommerce website marketing improvements. Once all the data is transferred from Magento, Smartech processes data like emails, Google Ads, Promotions.
Below we present a list of the details that have been implemented within the project's scope.
During the project, I have worked on the existing plugin and added new features like webhooks for checkout and purchase orders, historical syncs, Admin configuration changes, and whole customer journey events.
Few features presented on the General configuration's screenshot:
Module Enable: The Smartech module enable or not, once its enable then data sync start from Magento to Smartech
Web Tracking Id: The tracking ID from the Netcore team to validate the exact ID and start accepting the data. It is like a gate pass for data to Netcore.
Site Id: Different IDs for several sites mean one customer has more than one site. So, he will have the same license with a separate site ID
Registration Primary key: The key for Smartech JS to load and validate
IDC Region: Netcore has different regions to load the JS & API endpoints, so the customer needs to specify which region he belongs to. Regions like IN, EU, US
IDC: IDC value for region
The project also included the creation of Custom events available below. Custom events mean its Magento customizations based on customer requirements, and it is not available from default Magento.
I have implemented an API for archival data sync to Netcore and hooks to get the details of real-time events and performed the code cleaning.
Moreover, I have Worked on webhook changes, checkout journey events, and custom implementation for abandoned carts data. For the project, we conducted employee training, during which we discussed specific elements of plugin implementation and how Magento will work. Minimum 3 to 5 members participated in every meeting. During these conferences, we discussed the further scope of the project. The final stage was testing the developed product. I verified work done in my local machine with logs and console logs.
The described project lasted a total of 115 hours of certified Magento developer's working hours. The project assumed the development of the Smartech plugin for the Magento marketplace. The goal of the project has been achieved. Throughout the work, Rana had to work directly with the client's IT team, particularly in the early stages of the project. Later, the client only controlled the reported hours by the freelancer. On the project board, the client could see how long the implementation of individual tasks took.
4 min read
As it turns out, SMS campaigns are often much more effective than those sent by email. Learn more about the development of automated text messages via SMS extension implementation to Zoho and its benefits.
The client was looking for someone to develop a bulk SMS plugin in Sigma to publish the extension in the Zoho marketplace. The project aimed at sending automated text messages to clients and a database to conduct SMS campaigns. For the project implementation, the following expert’s skills were necessary: Zoho, API, Integrations, and Custom app development.
Project’s scope
Project time: 10 days
Effect: Sending automated and customized SMS to customers all over the world
Client: RMB Associates
I am an experienced Software Engineer with a demonstrated history of building custom ERP and CRM applications for the business in various industries. Also, I am skilled in Zoho application customization, ERP Implementations, Business Process Application Development, and a Website chatbot powered by Zoho. During this project, my job was based on Deluge scripting, API Integration, Javascript, and HTML. Pratik Karmankar, SoftwareSupp Freelancer
Pratik is really very cooperative and helped us to develop the plugin that we asked for. It is under approval from Zoho currently. Once it is approved, we will be closing this contact soon with a good note - Mahesh, the Client
Zoho expert's tasks
The project assumed the implementation of an additional plugin to automate SMS sending. Such automation is carried out through an extension added to the CRM system. In this case, the plug was connected to the ZOHO. SMS automation allows you to send automated text messages to selected leads and customers from your database.Nowadays, SMSs have been recognized as one of the best communication options due to their directness. Currently, each of us has a mobile phone with us all day long - it has become our daily tool without which we slowly cannot live. For this very reason, it is worth investing in SMS campaigns. Research by DScout reports that the phone is touched an average of 2,617 times a day. Our daily use, begins around 7 am and lasts throughout the day. Moreover, according to data provided by Mailchimp, email communication is opened at an average of 21.33%. Compared to 98% of SMS open rates that is not much. Considering the above reasons, the client decided to integrate with the SMS sending tool in order to increase its reach.
Integration of the CRM system with SMS automating tools enables direct and comfortable usage. In other words, there is no need to go to the external SMS platform for sending text messages because we can perform a campaign via a CRM system. Moreover, it allows on-time notification of any changes in the system to the respective receiver. By making plugin customization, we can adjust it to the specific requirements.
RMB Associates want to stay in touch by using the MsgBell SMS extension via Zoho CRM with customers from all over the world. Moreover, they emphasize the exigence of sending SMS messages instantly using customizable templates. Another feature is that they can select multiple records and send bulk messages to the customers. By using SMS extensions, they can also write workflows with webhooks to send automated text messages.
To provide follow-up to leads, we can send bulk SMS rather than calling one by one- it saves a lot of time- Mahesh, the Client
Key Features required by RMB Associates:
The extension was developed on the SIGMA. Sigma is a development platform where developers can build and host extensions for various Zoho applications. These extensions can be software add-ons focusing on feature enhancements, third-party integrations, or any other valuable additions.
By HTML and Javascript, I have created the widget which is used to provide the window for selecting SMS parameters. JavaScript SDK was necessary to send the API call to an SMS service provider. In API calls respective account credentials also needed to be specified in order to verify the account validity. Few modules (API Credentials, Sender ID, Templates) were created to facilitate and smooth the entire SMS sending process.
Below we show the instruction provided for the client
1. After installing the extension login to https://bulksmsplans.com/, go to the API tab on the right hand side and click on download API integration guide to copy the API credentials.
2. Copy the API credentials and add these credentials in the MsgBell Credentials module inside the Zoho CRM.
3. To send a message to Leads, Contacts, or Account go to respective and select the record you want to send the text message. Alternatively you can go inside the record and select the MsgBell button to send the message.
4. After clicking on the button, a window will pop up to provide the details for sending a message.
The product gave the client an opportunity to monitor the course of work and control the project budget. What's more, thanks to the communicator available from the panel, the client had the chance to quickly contact the hired freelancer and send each other files related to the project. The great advantage of the communicator is the possibility of returning to the arrangements and materials provided before.
5 min read
Client hired certified Webflow developer to learn how to solve technical problems on the Webflow website and implement Jetboost dynamic filters. The training included the creation of educational Webflow tutorials that the client can use at any time.
The project aims to design an example Webflow collection page with dynamic filters for landing pages. The client wanted to narrow down the search results. Additionally, he needed technical support regarding specific elements of website development. Freelancer's work consisted of Webflow consultations about functions' usage and showing solutions to specific technical problems, such as adjusting the menu. Our customer knew his product well and its technological aspects. By purchasing an hourly plan, he gained access to a database of certified experts to hire them on-demand to handle his current affairs.
I am a Webflow expert and a web designer with a marketing background. I have passed SoftwareSupp internal exams and joined the project immediately after acceptance of the offer by the client. I have extensive experience working on Webflow projects. This project stood out from the crowd. I had to demonstrate the ability to impart knowledge. The client did not want to set up the entire website or complete technical tasks but wanted me to show him specific solutions that, after explaining them, he implemented himself to the website. - Sławosz Hodura, SoftwareSupp Freelancer
SmartOnes hired a certified Jetboost Webflow freelancer. This client is also from the IT industry, so he communicated with the specialist very smoothly. Daily, they deal with the sharing of digital tools. They support the latest trends and technological solutions.
Project time: 8h
Client: SmartOnes
The client needed Webflow technical assistance for two internal projects. The first one concerned the filtering option on the website. The problem was the inability to limit the search results before the user entered a phrase or selected a specific item. The goal was to filter out the elements within a given category. To show it on a simple example: if we are on a subpage about men's shirts and enter "winter boots", the search engine will not return any results, because winter boots are not included in the category of men's shirts.
To achieve the project's goal, we had to combine the capabilities of Webflow with Jetboost. Jetboost filters were supposed to only search for products of a specific category, so we had to apply native filtering on Webflow for the category subpage. For example, inside the collection page category 'Mac', we clicked the filter: contains current- we received the products assigned to the 'Mac' category. To put it differently, every category like Mac, Android, Windows, etc., has an automatically assigned Webflow Native Filter that shows only items in this category. With these appropriate settings, Jetboots will only search for entries within a given section. The described manual settings can also be used in the following subpages. Filtering concerned SaaS solutions offered by the client.
It is also worth mentioning that the filters have not been introduced on the main page. The client wanted the user entering the website to be able to search for all available items.
The second part of the work focused on the client's website. It was created on a ready-made theme from the Webflow marketplace. He introduced most of the customization on his own. However, he needed help in adjusting the Menu. I assisted the client in solving the problem of displaying links and information about the company. We also worked together on the adjustment of the contact form. The form has a multi-stage structure - it consists of several dependent questions.
The client has a lot of technical knowledge. He could operate on a Webflow system, but he wanted to expand his skills. For most of the work, we worked together. Thus, he will know how to implement certain things in the future. Additionally, I created educational materials at the client's request. The videos show a sequence of steps that must be taken to implement or change a specific element on the page.
- Change contact details to the same in the footer
- Delete items 'Works', 'Case studies', 'Expertise'
- Delete social links
- Change options in the blocks
- Join Community
- Pitch An Idea
- Get Expert Advice
- The step about Budget can go out
Jetboost is a system that extends Webflow with advanced filtering functions. We can search various articles, catalogs, or products on the website with ease. Moreover, Jetboost can be seamlessly integrated with Webflow. The real power of this solution is dynamic filters. It means that when you add a category in the Webflow editor ( e.g. winter boots) and add products to this category - the filters on the website will automatically update. So the person maintaining the website does not need to have any technical knowledge because once configured filters will automatically adapt to new variables. Jetboost has several attractive functions. Using them, users can find interesting items on the website easily. For example, real-time on-page Search - the filter displays elements that match the content that the user has entered.
Jetboost also allows the combining of different filters with each other. We can click on the categories: winter shoes, and then inside the category we can select the tag: brown shoes, and then further narrow down our search by entering the word Adidas.
The implementation of the filtering function by Jetboots impacts the development of our website. Thanks to them, the search is carried out in real-time. Thus, we improves the user experience and increases page speed. Consequently, we increases conversions.
Jetboost also has several other useful functions. For instance, the load more button loads new details only when the user deems it necessary. It implies that all elements do not load at once, and thus the page loading time does not increase. Note that pagination and the load more button have been created not to overload the page, to let it works quickly and efficiently.
Jetboost is very lightweight and is considered the go-to solution for Webflow. An alternative solution is the CMS Filters system created by Finsweet. It is a free option and can be successfully used depending on the project requirements.
After submitting the project, the client was introduced to the dedicated freelancer. Below we present the offer made by Sławosz. The offer includes the estimated time of project implementation and the price for the project assumptions specified by the client. Acceptation of the offer is the information for freelancers to start work. During this process, a customer gets access to expert's profile. It allows checking their experience and skills. The product makes it possible to start the workflow efficiently and contact the specialist at any time.
3 min read
Website development assumed changes to the backend of the Ecommerce platform. Shopify certified expert made the access of the Privacy Policy to the user.
The customer contacted us with a specific problem. Namely, he needed to know how to make modifications on the website built on Shopify. The goal was to display the checkbox for permission to the processing of personal data. The expert’s job was to develop the code in the Shopify theme. The project consisted in completing two specific tasks in order to solve the technical problem related to the change of the e-commerce platform theme. The client cared about the time because the personal data management regulations require specific page settings. Immediate aid made it possible to maintain the dynamic pace of the development.
The client is the owner of an online store built on the e-commerce platform - Shopify. The shop, Policzona-szama.pl, sells food and kitchen equipment. The website also includes cooking recipes and various guides.
Scope of the project:
Project time: 1-2 hours
The problem with the visibility of the Privacy policy and terms checkbox appeared after changing the Shopify theme from Expanse 1.3 to Expanse 2.0. During this project, knowledge of the use of the Shopify platform and proficiency in HTML coding was required.
My work for the customer Policzona-szama.pl consisted in adding a function to the backend causing the display of information on the GDPR (Privacy policy and terms). PHP modifying function has been implemented in the store's contact form.
To accomplish this task, I also had to make a change in HTML CSS in the graphic theme of the store.
Information on the Privacy Policy has been prepared for mobile and desktop versions by adding dynamic content. The changes introduced in the theme are consistent with the style of the store.
Often, details or small elements have key importance from the perspective of the website user. It is worth paying attention to them because they can affect the whole assessment of the presented product.
For most corporate websites, the inclusion of a privacy policy (or at least an information clause) is a duty. It is because personal data is collected via the form. The provisions set out by the European Parliament and the Council (EU) force the addition of the GDPR to the website and the redrafting of the content of Privacy Policies into more detailed ones. The privacy policy is a document whose purpose is to collect crucial information regarding the protection of privacy. When providing personal information during filling in the contact form, the customer must be informed that the website administrator has the right to store the data. It means that every website with a contact form has to give its visitors the possibility to read the Privacy Policy and Terms.
In this project, the regulations forced additional measures that the customer could not cope with on his own. Within 2 hours, the expert solved the problem, and the client could take care of business development and customer service. A similar situation arises in the event of sudden bugs on the website. In order not to lose sales opportunities, it is worth taking care of them immediately. SoftwareSupp freelancers can support you in the expected timeframe. In our global network of experts, we can find the best match in your business hours, or if needed, we can even provide you coverage at a specific time of the day.
Our experts are required to communicate the course of the project weekly. It gives the client a complete picture of the work carried out.
The presented comments are part of the project board available to the client. It is how freelancers report that a certain stage of their work has been completed. Or, as in this case, they provide information on how much work they need to complete the task. Transparency of communication and quick response of freelance enable efficient implementation of the assigned tasks. The client also receives a communicator on the platform at his disposal, where he can negotiate details. The project board shared with every client is a complete project management tool.
The client decided to cooperate with us because he could commission us to perform individual tasks. In case of any necessary changes to the website or technical problems, a dedicated Shopify developer can be hired on-demand. During creating a project, tasks are automatically transferred to the project board. Thanks to the product, a hired freelancer could get to work immediately.
9 min read
Well-optimized business processes and customization of CRM systems have an impact on the conversion increase. Check how the certified experts helped the company form a real estate industry improve its sales results.
„Basically, I was surprised with the help of freelancers, because our project was pretty unusual and full of unexpected situations. Freelancers tried to to everything they could to help us adapt and prepare software for our needs.”
Igor Bielawski, the Client
This project was to implement a CRM system for a real estate company. The company is called Place4you, and they help clients sell and buy flats. They offer services including market and price analysis, offers preparation, marketing, and negotiations. The Pipedrive system was introduced to help them organize sales processes, standardize the customer base and streamline their work. The company counts around 40 employees.
I am a data analyst with a programming background. I implemented several reporting automation solutions in the shared service of one of the biggest banks. I can help you with the integration of your CRM with other software.
Kamil Hudaszek, SoftwareSupp Freelancer
System customization is theoretically a permanent element of every project involving the implementation of a CRM system. However, depending on the industry and the specificity of the company, the requirements are very different. According to the research conducted based on cooperation between LeadResponseManagement.org and Indsiedesales.com, the consistency of the response speed with the increase in conversion has been confirmed.
The main problem for the client was the conversion. Many clients were left out after filling the contact form. It was the result of underdeveloped business processes and the lack of a unified system for different departments. One of the problems arose due to communication obstacles between the call center and the salespeople. The lack of automation meant that a significant part of leads was not kept and turned into customers. It was due to the fact that after the lead's initial conversation with the call center, the person taking care of the lead was not assigned. In a situation where the seller was not involved, the leads were lost. This caused difficulties with the conversion results. Additionally, among the people working in the call department, a significant decrease in motivation was observed because of no noticeable work results. Thanks to the introduction of Pipedrive in the company, people from the call department got an accurate picture of who the lead was assigned to and at what stage it is - it influenced the increase in conversion in both the sales and call teams.
In this project, we implemented the CRM system from scratch. We adjusted the individual elements of the system so that the implemented software met all customer specifications. The project was completed in less time than expected. The implementation of the tasks set at the beginning took less than 27 hours. The remaining hours can be used for additional support in refining the system for new requirements.
Due to the specificity of the project and customer requirements, two experts participated in this project. They complemented each other in terms of skills. The combination of these two experts made it possible to provide the highest quality service.
Kamil managed communication with the client. He supervised the flow of information. Kamil was responsible for the analysis of business processes and advising on specific optimizations to increase the performance of the new application. He also created analytical dashboards. Kamil was also an architect of integration with the website. On the other hand, Sebastian's main task was to code the application on Azure
We focused on configuring Pipedrive to meet the requirements of all departments. The scope of the project changed throughout the work. After starting the work, the client resigned from many elements that initially seemed useful to him. We helped the client not only in the technical field but also in business. Some existing processes could be significantly simplified and modified to increase the efficiency of employees' work. Together, with Place4you employees, we have introduced many changes.
According to CSO Insights, only 33% of sales representatives' working time is spent on active sales.
Thanks to the automation of manual tasks and ordering of sales processes, the company wanted to maximize the potential of its sellers. Automation affects not only the speed of work but also the quality. Activities are planned and pre-designed. The implementation of the CRM system makes it possible to achieve consistency with the activities of individual employees from different departments and standardize the messages sent.
At SoftwareSupp, we are aware that sometimes some changes may appear on the assumed plans and projects. When establishing the project, the scope of the project and the tasks of the expert are determined. However, it does not mean that they cannot be modified. Oftentimes, after consulting with a specialist, the client decides to reduce or increase the scope of work. During the work, the expert marks in the project board the task's status and the time allocated to its execution. It means that in the event of a reduction in the number of duties or their change, funds may remain in the customer's account for later use. In such situations, customers use the remaining budget for support, team training, or additional implementation. We believe that the transparent display of budget information leads to better fund management of the project. The project board allows the client to check the budget anytime he needs it.
The company struggled with the problem of unstructured work. Because of no single source of information on specific clients, some of them were inadvertently ignored and lost. The CRM system was implemented precisely to collect all current details and arrange them by assigning a customer or project to individual representatives from the sales department. The client indicated that due to the lack of CRM, they are losing customers, which results in losing money.
A conversion is the performance of the desired activity by a potential customer. It is about interacting with a website or business. The action that counts as the conversion is the purchase or order of services. Various factors have an impact on the increase in conversion. It depends on the industry. The most common ones include the efficient work of the company's employees or a well-designed website that intuitively guides the client to perform a specific activity.
Another difficulty was the ineffective flow of information between the internal call center department and salespeople. For this purpose, Pipedrive has been properly configured so that the leads from the call center are directly assigned to the salesperson. By specifying the settings, now the manager can browse every transaction and thus is able to control all sales processes. It has a positive impact on the increase in conversions in the company, the quality of customer service, and the effectiveness of the activities of call center employees. People working in the Call department received access to the database of the leads. It increased their involvement and improved the results of the work.
Experts designed a deal creation automation path. The form visible on the website has been linked to the appropriate section in Pipedrive. As a result, all customer's data is stored in one place and properly prioritized.
Each SaaS implementation will differ from one another. Customers have different requirements depending on the industry and other business factors. The element distinguishing this project was integration with distinct lead sources and business process consulting. Usually, experts advise only on the usage of the application itself, its functions, or assigning specific fields. During this implementation, we helped the client determine the stages of handling leads.
The client received a personalized tool that will improve the work of the company and increase conversions. Although there is no suitable ready-made software available, an entirely new system has been built for the needs of the project. The introduced automation shortened the handling of individual processes in the company. To create it, it was necessary to design a suitable environment first to enable good performance.
The real estate industry, like any other, has various characteristic elements. In this case, the company cooperates with sellers and buyers, and it has a specific list of portals that it works on. The effort in this area was to create automated emails for particular platforms. Place4you publishes its clients' offers on 25 portals. Templates have been created for each of the supported services, such as OtoDom, etc. It was built based on the analysis of each of the websites' requirements.
When the leads pass between the various stages of the funnels, tasks are automatically created with a predefined deadline for completion. As a result, sellers can easily stay in constant communication with customers. In the real estate industry, regular contact is significant. It helps to build trust and effective sales results. The system guides the seller through the sales stages, reminding you about specific steps. The introduced automation is of particular importance for new employees because it enables them to achieve their first successes at the beginning of their work in the company. It has a positive impact on the employee retention rate in the company.
In this project, Pipedrive has been integrated with a dedicated application on Azure. Using the C Sharp (C #) language, we used the Microsoft Azure environment to create an application that allowed the client to automatically generate leads in Pipedrive based on emails coming from real estate services after the user completes the website's contact form. Integration with e-mails was the most time-consuming. It consisted in linking the form on the website with Gmail. The integration was carried out for 39 users. During the project implementation, we conducted training courses for employees. The training sessions were mainly focused on explaining the use of Pipedrive and applications on Azure. Among the additional project components, we can also distinguish integration with Pipedrive Caller. In this case, we recommended using the mobile app. As a result, the convenience of customer service among employees has been increased.
The client wished to build four sales funnels. As a real estate agency, they are an advisor for the seller or the buyer, depending on the situation. Whereby first and second funnels presented the process of selling and cooperating with the seller and buyer of the property. The third funnel, on the other hand, concerned the call center. It described the sequence of steps taken from the initial contact via call center to transfer to the seller. The fourth was a description of the process of servicing fo leads from outside sources. Sales funnels show the automation of tasks assigned to a specific sales stage. In the real estate industry, the company must be prepared to operate with the client who wants to buy and the one who wants to sell the property. Depending on the source of customers, the seller's tasks differ. The general process for selling a property through an estate agency is outlined below. A well-prepared sales funnel should contain specific, key, and detailed information about the activities to be carried out. In the prepared sales funnels for Place4you, there are, among others, reminders about sending a specific SMS, documents that must be collected at a given stage of sales, information listed that have to be provided to the customer at every level of cooperation.
Pipedrive Insights has been activated. It allows the creation of reports and analyzes. It is a very useful tool, which enables to observe the effects of work and create personalized summaries of projects. Connecting with lead sources allows verifying those that bring the best results. What's more, gathering knowledge about where individual clients contact us from empowers us to plan future activities in detail. Lead sources have been properly grouped. The company now has a clear picture of where customers come from and can effectively measure sales results. After tool implementation, Place4You knows which leads appeared after visiting the website or calling the telemarketing department and which came from outside sources.
Thanks to our experience and good relationship with the client, we were able to work out their new business process together.
SoftwareSupp Freelancers used their extensive knowledge to advise the client on the best solutions for him, ideally using the possibilities offered by the CRM system. The refinement and customization of the software enable the maximization of effectiveness in this area. Here you can find another article regarding improving sales results by CRM implementation.
Kamil, a hired expert, became a part of a Place4you team. Thanks to his experience, knowledge and entanglement, he helped the client redefine business processes. In addition to the well-prepared system, the client also received analytical support. The client added co-workers to the product who had an impact on the course of the project and participated in training courses conducted by CRM specialists. Project management in companies is often influenced by even a few people from different departments. By adding employees, you have a better chance to achieve a decent effect in a shorter time by transparent communication.
5 min read
Cold Outreach Email sequence in A/B versions prepared for the Australian market. The goal was to invite partners and grow business. Zoho marketing automation specialist shows the benefits of using ZOHO and describes the project's implementation.
My experience spans the IT industry, but I have specialized a great deal in customizing Zoho into enterprise systems. Since I began my career 10 years ago, I've completed 62 projects. I can easily customize the software to fit a client's needs. Moreover, when you work with me, you can be assured of my support in making decisions regarding the functions you require. An expert like me, whose credentials are verified, guarantees quality service.
My professional experience comprises a strong background in product management and development for SaaS and enterprise technologies, and I enjoy working on all aspects of those areas. Knowledgeable in information technology applications, management of business intelligence, and implementation. Extensive experience with customized solutions designed to meet customer needs, improve efficiency, and increase productivity. I help to create and adopt systems from the ground up to meet client requirements. - Divya Sundaraju, SoftwareSupp Freelancer
Zoho is a leading and award-winning CRM service that helps 250,000 businesses in 180 countries convert more leads, engage with customers, and grow revenues. Zoho CRM has a remarkable range of features. It can be tailored to the needs and size of a business. In sales, marketing, and customer service, it is primarily used to increase efficiency. It provides ways of identifying customers, scoring leads, and following up on quality prospects. Using Zoho CRM for sales and marketing, you can generate reports and analyze data that optimize your sales and marketing processes. The application lets you maximize commercial opportunities, automate email and SMS communications, monitor sales, and set up meetings. Additionally, it functions as a database of customer information. In one place, Zoho CRM unifies marketing, sales, and customer service activities and streamlines people, processes, and policies.
Marketing via email is one of the most commonly utilized methods for attracting new and existing customers. Email campaigns can be created, sent, and tracked using the Zoho Campaigns platform. When Zoho CRM is integrated, you can easily create a mailing list with all your leads or contacts.
Zoho CRM has a module called Campaigns that will help you plan any marketing campaign for your business, not just email campaigns. In CRM's in-built Campaigns module, you can analyze responses to emails sent using Zoho Campaigns.
Integrating Zoho CRM & Zoho Campaigns allowed the client to automate its marketing processes. The company developed a content management system designed to facilitate business users to create websites easily and develop complex web apps quickly. Many companies from a wide range of industries use their system, including JP Morgan, The Council of the European Union, Streetwise, and Mercedes Benz.
1. Requirements analysis
2. Email sequence confirmation
3. Template creation
4. Workflow setup
5. Training & Transition
6. Go Live Assistance
Project completion time: 11h
Our Client requested a Cold Outreach Email Sequence that would be tested on A/B versions to determine which email received the most attention and conversions. In this Sequence, they were targeting the Australian market and inviting partners to grow their business.
An article of a partner, Webcoda, was a source of the first set of emails served. The entire list was set up as workflow automation which the team can trigger by syncing contacts from CRM.
Zoho CRM can be easily customized to suit the needs of any type or size of business. Modern CRM Systems- Start-ups and large companies utilize CRM tools such as Zoho CRM to increase sales, marketing, and customer service efforts.
The Zoho CRM application helps B2B companies manage their sales operations. From managing customer contact information to monitoring payments and reporting. They can use it to create a common platform to keep their vendors, partners, and stakeholders in sync. Customer life cycles in B2C companies are typically shorter and they require solutions that are direct and easier to use. Lead management, instant surveys, marketing automation, etc., help B2Cs proactively approach their customers.
As a result of features such as: workflow management, advanced analytics, territory management, and sales and marketing automation, Zoho CRM helps salespeople spend less time on mundane tasks, spend more time on their customers, and unify their operations across multiple geographies.
It's easy to identify, nurture, and follow up with quality leads with Zoho CRM. Consequently, you don't waste time and resources on prospects who are unlikely to become customers. Defining and building efficient processes for your business will help your team remain productive. As you execute processes, Zoho CRM helps ensure that standards are being followed. The analytical and reporting tools in Zoho CRM help your decision-makers manage and react to market trends so they can make better decisions. Data collected by Zoho CRM is protected by top-notch physical and digital security measures. No matter where your team is based, Zoho CRM mobile ensures that they always have access to important CRM data. Field sales agents can research nearby customers or make quick trips to busy customers on the fly. In addition to customer histories, Zoho CRM holds information regarding similar issues faced by other customers so your team can resolve customer inquiries as quickly as possible.
Email automation requires the creation & review of HTML templates, the establishment of workflows, testing, and training. The company would like to reach out to a larger number of customers while adhering to GDPR compliance and letting their customers know that they are now available in Australia. Currently, customers' setup is nonstandard, manual, and unable to track and manage leads. With automation, the customer became uniform, trackable, and efficient.
Lead nurturing and engagement - Send the right kind of emails to onboard, nurture, and move your contacts into your CRM system. Zoho Campaigns allows you to implement each of these steps based on audience interaction, increasing your chances of retaining them. When creating email campaigns it is worth to consider running AB tests for specific market which is possible to configure with a tool like Zoho.
Automation of everyday activities brings results almost immediately from implementation. Since the training was carried out, the employees got to know all the features and gain information on how to use them in practice. Reaching new markets is never easy. However, with proper tools and preparation, the company's development is possible. Moreover, the client's saved time for performing tasks manually.
Software customization requires knowledge and experience. Divya specializes in adapting Zoho to business systems. Assuming that 1 hour a day is spent on repetitive activities among employees, the client will quickly get back the cost spent on the project. The investment in email automation will pay off after around 1.5 months.
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