Author: Vlad

Today, we’ll discuss the most common mistakes in CRM implementation, particularly with the Voopty system, and ways to avoid them. These mistakes can reduce efficiency and complicate your business operations.

Mistake 1: Implementing a CRM without a clear understanding of why it’s being done.

Solution: Define specific goals.
Before launching the system, we recommend conducting an audit of all business processes and selecting those that need optimization to improve or simplify the workflow. This will help address urgent processes, thereby increasing the company’s productivity.

Mistake 2: Lack of or poor-quality training for employees on how to use the CRM.

Solution: Provide training opportunities for all users.
For example, create internal courses or training sessions with assessments. This will help the team adapt more quickly and work more effectively, and it will allow you to monitor which employees may need additional training.

Mistake 3: The CRM is not customized to your company’s business processes.

Solution: Personalize the system’s settings in collaboration with Voopty specialists, tailoring it to the specific requirements of your business. This will speed up and improve the overall performance of the CRM.

Mistake 4: Trying to automate too many business processes at once.

Solution: Gradual optimization.
Start with the most critical steps and gradually add others over time. This will prevent employee stress due to information overload and avoid a decline in productivity and work quality.

Mistake 5: Lack of integration with other systems.

Solution: To fully leverage the capabilities of the Voopty CRM and avoid limiting its functionality, integrate it with your payment systems (Wayforpay, LiqPay, Stripe), bots (Telegram and Viber), and telephony APIs (Binotel).
Our specialists can assist with this as well.

By avoiding these mistakes, you can make the most of the Voopty CRM and improve your business operations.

Today we will talk about how to view the history of visits and payments in the customer’s personal account.

To view the history of visits:

1. Go to the customer. To do this, go to the My clients section – click on the required client

2. Scroll down to the bottom of the page to the Classes section

3. Select the time period and the necessary filter by which you want to view the history of visits – click the Refresh button

4. Now we see in the list the classes that the client has or has not attended.

The lessons that have taken place are displayed in green, and those that have not are crossed out.

The system also shows scheduled sessions for the future, in which case they are displayed in yellow.

Alternative option:

If the client has a subscription, click on it in the client’s card. Now we can see which classes are included in this subscription and which have been canceled.

To view the payment history:

1. Go to the client’s card
2. Scroll down the page to the Payments section
3. Select the desired time period – click Refresh
4. Now we see all the customer’s payments for this time. The information includes the type of payment, subscription, lesson type, cost, and date.
5. You can also view payments by cash desk and set the necessary filter.

It is possible to edit a payment if it is not true. This feature is configured in the access rights of employees.

Today we are going to talk about how to set filters in the “My clients” section of the Voopty CRM system. To do this, you need to take a few steps:

1. Click on the menu on the top left – Go to the section My clients

2. At the top right we see the filter icon, select it

Now we can select several filters by which clients will be displayed.

• Filter by company name. This is necessary if you have two or more branches. Then you can name them differently, specify different addresses, and select the one you need in this filter.
• Filter by tags. Each customer can be grouped by tags, as described earlier. Here you can select a group of clients that are united by a common tag. It can relate to a course, language learning, age, etc.
• Filter by teacher. You can select the teacher responsible for a specific group of clients.
• Filter by name and phone number. You can also find a client by personal information.
• Filters related to finances: you can specify the filter With debts, With subscription, Without valid subscriptions. This is necessary to keep track of payments in the system.
• Filter by freeze. It is possible to find out which of your customers is on freeze.

Now you can keep track of customers using filters. This is especially useful if you have a large customer base.