Egmont

To develop an effective CRM, we needed to understand how the client’s business is organized, how the interaction between employees and departments takes place, how work with clients is organized, and other nuances. Therefore, starting work on the project, we completely immersed ourselves in the study of Egmont aviation, and our project manager built close communication with the customer’s representatives.

As a result, we identified the specific needs of the client, formed a clear work plan, and only after that were we able to proceed with the technical implementation of the project.

The development of CRM consisted of five main stages:

• Research and collection of information.
• Design

• Implementation of the frontend and backend parts.
• Testing.
• Technical support and development.

We built the CRM graphical interface using ready-made Vuexy components, which allowed us to reduce the budget for creating an individual design and significantly brought the release date closer.

Development features

In the course of work on CRM, we faced several priority tasks. One of them is to organize the collection of analytical data about customers in the context of lead generation platforms. To solve it, we implemented an internal chat with integrations with Telegram, Facebook, Instagram Whatsapp, Sendpulse and the main website, and also created a system of appropriate tags so that at the time of correspondence the manager could see where the client was coming from.

In addition, we have developed a tool for segmenting the company’s customers into two main categories: aircraft buyers and aviation school students. This is necessary so that managers can process incoming requests more efficiently.

As part of the work on Egmont CRM, we also had to make some improvements to the client’s main site so that its functionality would correspond to new tasks.

Technical architecture of Egmont CRM

To ensure maximum stability, security and performance of CRM, we used the latest technology stack, which fully coped with these tasks.

We implemented the server part on the Django Python framework, which provides good performance and the highest possible level of security. The client side of CRM is mainly built on standard HTML / CSS technologies, however, the reactive JavaScript framework Vue.js was used to create the chat module, which had a positive effect on the responsiveness of the interface.

The main features of the CRM system

Behind the easy and intuitive interface of Egmont CRM lies powerful functionality that covers all internal processes of Egmont aviation and automates the work of managers.

We propose to consider the main modules in more detail:

• Analytics. In this section, the manager can view detailed statistics on the company’s performance for the selected period: the number of new customers, the effectiveness of lead generation channels, the location of customers, and other important information.

• Client base. We carefully worked out the catalog of clients and implemented an effective system of filters, which greatly simplified the work of managers. At the same time, each client card contains the most complete information: personal data, related tasks, a list of documents, the history of interactions and files that can be stored directly in CRM.
• Document flow. Database of all company documents – commercial offers, contracts and invoices, with convenient filtering. We also added a module for payment control. Accordingly, if the client did not pay the bill on time, a notification with a reminder is automatically sent to him and his manager by mail and in CRM.

• Financial reports. A module for the head of the company and accounting, in which you can track the company’s financial results, income, expenses, workload of the flight school and other metrics.

• Tasks. This section contains a list of scheduled tasks, with a description and rules for their execution. To simplify the work with the module, we have implemented a convenient system of filters and tags that can be set as desired. Users can also create new tasks, assign a responsible employee and monitor their progress.
• Calendar. Here the manager can visually see the list of scheduled tasks by date and the schedule for their implementation. For convenience, we have added the ability to switch the calendar to monthly, weekly or daily. The manager can view tasks for each individual employee.

• Email. A tool for mass mailings to the client base, integrated with the Sendpulse service. Here, Egmont aviation employees can sort the desired category of clients using a filter system, select a letter design template or write text manually, and then send it in one click.
• Settings. This module makes CRM as flexible and convenient as possible. Here, the administrator can manage roles, customer service countries, lead sources, set up customer types and statuses, etc.
• Employee base. Here you can see a list of company employees, their positions and contact information. The head of the company has the ability to change access rights for users, as well as monitor their effectiveness.

• Chat. The module is designed for convenient communication with customers. It is integrated with instant messengers and social networks in which the company operates, and allows managers to conduct dialogues in a single interface. At the same time, the clients themselves receive messages on a platform that is comfortable for them – on Instagram, Facebook, WhatsApp or Telegram. If a person contacts the company for the first time, Egmont CRM offers the manager to create a new client card and saves it in the database indicating the priority communication channel – this process is performed in a few clicks.

Using the new CRM, Egmont Aviation was able to automate the scoring, lead processing, maintenance and analysis of its customers. This helped build more effective development strategies based on real statistics and significantly increase profitability.

For the technical development of the product, the AVADA MEDIA team used all their practical experience and the optimal technology stack. As a result, our client received the most convenient and functional product, in which each module is designed to solve specific problems of his business. Currently, we continue to develop CRM and are working on the introduction of new functionality.