Summary
The client approached us due to operational inefficiencies, especially in lead management, inventory management, and booking systems. Their lead management process was entirely manual, with leads from various social media channels being forwarded to doctors, who then shared screenshots with Business Development Executives (BDEs). BDEs would take up to 7 days to follow up with these leads, leading to high drop-off rates and missed conversion opportunities.
Introduction
To address the client's challenges, our goal was to automate the lead management process, integrate social media platforms, and improve internal operations. We planned to use ERPNext for inventory management, invoicing, and payroll, while implementing Zoho CRM for booking, treatment scheduling, and lead management.
Discovery Questions
- What are the common platforms from which leads are generated?
- How many leads are processed weekly, and what is the current conversion rate?
- What KPIs need to be tracked across departments (e.g., sales, customer service, treatment booking)?
- How are treatments scheduled and managed currently?
- How can inventory management be improved for Ayurveda products?
Challenge
The client experienced inefficiencies due to manual management of leads, inventory, and operations. These slow processes led to missed opportunities, high drop-off rates, and ineffective use of resources.
Solution
We implemented an integrated solution using Zoho CRM and ERPNext to:
- 1
Automate Lead Management:
Capture and track leads from social media, ensuring seamless communication and reducing lead closure time from 7 days to just 2 days. - 2
Optimize Operations with ERPNext:
Streamline inventory management, accounting, payroll, and treatment bookings. - 3
Enhance Branding and UI/UX Design:
Redesigned the website, e-commerce platform, and learning management system (LMS) for improved user experience and operational efficiency.
Features
Automated Lead Management
Zoho CRM Plus captures leads from social media platforms like Instagram and WhatsApp, assigns them to Business Development Executives (BDEs), and facilitates smooth communication, which shortens lead closure time.
ERP Next Integration
Manages inventory, accounting, invoicing, and payroll, ensuring efficient daily operations.
Booking and Scheduling
Zoho CRM handles treatment bookings and online course scheduling, enhancing service delivery.
E-commerce and LMS
Redesigned the UI/UX for the e-commerce website, integrated a Learning Management System (LMS) for wellness courses, and streamlined product sales.
Real-Time Reporting
Offers real-time updates on lead status, sales metrics, and operational KPIs to stakeholders, allowing for quicker decision-making.
Automation Across Departments
Streamlined processes from lead management to treatment bookings and inventory control, integrating various systems for improved efficiency.