When a user sends a message, it is sitting stale in inbox till one of us responds. Let us improve it with the following changes:
As soon as a user submits the form, the following happen:
An email is sent to CodeAstra team
An email is sent to the lead with info on next steps. The email greets the user, provides a link to advanced form to provide more details, that include budget, phone number, etc. The email also has link to a calendar to book a call with BV
CodeAstra team gets notified whenever the user submits advanced form or books a call
The lead gets appropriate email for every change.
Essentially, none of us need to manually do anything till this stage.
Now, BV has to go and manually trigger an action that sends a more personalized email (base don template, but can be edited based on clients need). This confirms the call.
From now, the rest of the discussion can happen over email. Later we can think of moving these conversations into CRM.
As of now we are using TypeForm for contact form. We need to do one of the following:
TypeForm had a recent update and old TypeForms will be deprecated. So, we will have to [EITHER] update the form to comply with the new API. (OR)
Remove type form and add our custom form that links to CRM. We can write (or sue an existing ) react component that lets create a TypeForm like awesome forms on the fly. If we are building it, we should consider open sourcing it.
I am trying out Zoho CRM. If it is good and the API allows, let us try to use Zoho CRM for as much automation as possible. Nevertheless, I believe we should have a Lamda function to handle automation. We had this automation done on Lambda earlier for bootcamp applications. If all goes well, we could try making this a product (a product that automates a lead form using Zoho CRM API).
When a user sends a message, it is sitting stale in inbox till one of us responds. Let us improve it with the following changes:
As soon as a user submits the form, the following happen:
CodeAstra team gets notified whenever the user submits advanced form or books a call
The lead gets appropriate email for every change.
Essentially, none of us need to manually do anything till this stage.
Now, BV has to go and manually trigger an action that sends a more personalized email (base don template, but can be edited based on clients need). This confirms the call.
From now, the rest of the discussion can happen over email. Later we can think of moving these conversations into CRM.
As of now we are using TypeForm for contact form. We need to do one of the following:
I am trying out Zoho CRM. If it is good and the API allows, let us try to use Zoho CRM for as much automation as possible. Nevertheless, I believe we should have a Lamda function to handle automation. We had this automation done on Lambda earlier for bootcamp applications. If all goes well, we could try making this a product (a product that automates a lead form using Zoho CRM API).