- Data Management: Struggled with maintaining leads and client data, relying on manual methods like Excel.
- Customer History Tracking: Needed a way to track a customer’s travel history for identifying recurring clients and offering special incentives.
- Data Organization: Required a system for organizing various types of data into comprehensible formats for reporting.
- Communication Efficiency: Manual processes for WhatsApp broadcasts and email communication proved time-consuming and inefficient.
- Website Lead Generation: Sought to streamline the process of generating leads from their website when potential customers interacted with itinerary details.
- Customized Zoho CRM: Tailored Zoho CRM to efficiently manage leads and databases.
- Customer History Tracking: Utilized grading in Zoho CRM to identify and reward recurring customers with special offers.
- Custom Modules: Created custom modules within Zoho CRM for diverse data types, simplifying data management and reporting.
- Streamlined Communication: Integrated WATI (WhatsApp extension) with Zoho CRM to automate welcome messages and WhatsApp communication, reducing manual effort.
- Website Integration: Integrated the website with Zoho CRM to automate lead generation from website interactions.
By leveraging Zoho CRM, WeGoBond transformed its operations:
- Efficiently maintains leads and customer data, eliminating the need for manual storage in Excel.
- Tracks customer travel history through grading in Zoho CRM, enabling the identification and rewarding of loyal clients.
- Streamlines lead generation from website interactions, making it a seamless process.
WeGoBond can now focus on providing remarkable travel experiences for women, fostering connections, and creating cherished memories.