The Challenge
The large association reached a point when the need for handling and processing of all incoming requests from more than 8000 members.
The Solution
- Configuration Lead qualification pipeline and automation of the membership approval and invoicing.
- Membership renewal with automated billing and payment processing.
The Results
All incoming membership inquiries are registered in Bitrix24 with the distribution to their respective branch manager.
CRM forms were created and located on different branch websites to collect enquiries.
Stripe payment gateway is connected to accept payment via online invoices. Xero Connector is utilised for invoice processing and reconciliation.
CRM Marketing is configured to send monthly branch newsletters. Paid membership custom report created with exporting capabilities.
CRM forms were created and located on different branch websites to collect enquiries.
Stripe payment gateway is connected to accept payment via online invoices. Xero Connector is utilised for invoice processing and reconciliation.
CRM Marketing is configured to send monthly branch newsletters. Paid membership custom report created with exporting capabilities.