Startup Visa Program
Developed automated CRM and pricing solutions, improving Scrubs Cleaning's efficiency.
Letter of Support Approval Date
Introduction:
On 02/12/2022, Mr. Thompson from Scrubs Cleaning contacted us to help add their WordPress quote form to the Go High Level (GHL) CRM. His target was to have the custom price calculator section in the form and also to have the leads automatically generated.
Country
Bangladesh
Education
Master of Science in Applied Physics
Career
Research & Development Manager
Previous business experience
None
Problem Statement:
To address these needs, Mr. Thompson required a system that could automate the calculation of prices and management of leads. The integration should be capable of capturing form responses, computing prices, and feeding the information into GHL to handle opportunities and notifications.
Project Journey and Timeline:
- 02/12/2022: Project Inception: Mr. Thompson contacted us to discuss his vision for the integration.
- 04/12/2022: Requirements Gathering and Analysis: Detailed discussions were held to clarify the project’s needs and scope
- 07/12/2022: Design Phase: Wireframes and prototypes for the custom price calculator and form layout were reviewed and approved.
- 10/12/2022: Development Phase:The WordPress form was integrated with GHL using custom coding and API implementation.
- 15/12/2022 - Testing Phase: Rigorous testing was conducted to ensure that the form, pricing calculator, and GHL integration functioned correctly.
- 18/12/2022 - Deployment Phase: The fully functional quote form was deployed on the Scrubs Cleaning website.
- 20/12/2022 - Present Maintenance and Support: Ongoing support has been provided to ensure the system remains updated and functional.
Requirements Gathering and Analysis:
In discussions with Mr. Thompson, the following key requirements were identified:
Design Phase:
We created a quote form that the user would be able to fill out himself while we automated the back-end process. The wireframes and prototypes were discussed with Mr. Thompson in order to understand how they meet his goals and objectives.
Development and Implementation:
Using HTML, CSS, PHP, JavaScript, and MySQL, we developed the following features:
The form included a custom-built price calculator that updated in real-time based on user responses.
We integrated the form with GHL via API, ensuring that submitted queries automatically created contacts and opportunities in the CRM.
Two distinct automation flows were established: one for manually created contacts and another for contacts originating from the WordPress form.
Automatically sorted contacts into relevant categories, enhancing personalized marketing and automated follow-ups.
Testing:
Extensive testing was conducted to ensure that the price calculator was accurate as well as the integration and transfer of data to GHL. User acceptance test was done and as per feedback from Mr. Thompson the system was up to his expectation.
Deployment:
The quote form and GHL integration were implemented on 18/12/2022 to improve Scrubs Cleaning’s lead generation and management.
Maintenance and Support:
Since the integration, we have been actively working on it, resolving problems and making adjustments to enhance its performance
Results and Conclusion:
The integration has significantly streamlined Scrubs Cleaning’s lead management process, allowing for real-time price calculations and automated CRM updates. Mr. Thompson expressed high satisfaction with the outcome, which has led to improved efficiency and customer engagement.
Are you interested in automating some of your business processes and linking them to your CRM? Please contact us today to find out more about customized solutions for the organization.
