Project goal:Establish the Sold Pipeline in Kommo CRM for sending informative emails after tour purchase and payment to help clients prepare for their trip
What was done:
Created an automated notification system that reminds sales managers when and which email to send to the client.
Managers receive notifications with email templates to send to clients 90, 60, 30, 15, 7, 3, and 1 day before the trip and after returning home.
A shared Telegram chat was set up to notify managers with a list of those who haven’t sent required emails to clients.
Achievements:
Optimized client communication during trip preparation, ensuring they received all the necessary information.
Improved customer service quality by using standardized email templates, reducing errors and better preparing clients for their trip.
Increased customer satisfaction by assisting them thoroughly in getting ready for their journey.
