iUM

CASE

COMPANY:

Shopify Dropshipping
A proprietary course by expert and influencer Tetiana Yarchak, who earned $150,000 on Shopify in a year
Individual training with a guaranteed starting income for students from $3000 per month

HOW WAS IT STARTED?

All data was stored and managed in Excel spreadsheets, negatively affecting work efficiency
Manually processing a large number of applications from Telegram, Instagram, direct client payments and the website took a lot of time and often resulted in errors
There was a need to automate the import of applications from the website to the CRM system to efficiently and promptly handle client requests
It was necessary to automate the process of enrolling new participants in courses on Moodle Cloud
It was important for the client to be able to generate payment links through the CRM and track changes in the status of these payments
Considering the use of the Webinar Stars platform for webinars, there was a request to optimize the application collection process by automatically transferring them to the CRM system

WHAT WAS IMPLEMENTED?

NetHunt CRM

RESULT:

Successfully implemented NetHunt CRM and configured all integrations to ensure contacts automatically enter the system with minimal manager involvement
The problem of automatic course participant creation in Moodle was resolved by integrating with Moodle Cloud:
— After paying for the course, participants receive a link to a form, with the data then transferred to Google Sheets
— Customer information is automatically uploaded to NetHunt CRM using a special Google Apps Script developed exclusively for this project
— In the final stage, the manager checks the data and fills in all the required fields. The contact is then considered a course participant
Additional communication channels, including Telegram and Instagram, were connected to NetHunt CRM, increasing customer satisfaction by promptly responding to their inquiries and needs
A unified process for the handling of applications in the CRM system has been created to optimize workflows and improve the efficiency of customer interactions
Automatic importing into the CRM system of information on applications coming from the landing page, course registration form, and the Webinar Stars platform was set up
An Instagram chatbot has been connected via the SendPulse service, making it easier for managers to handle standard customer queries
Training was conducted for employees on using the CRM and interacting with the configured integrations: Moodle, Webinar Stars, Google Sheets, and others