Referral system for a company providing additional professional education

 ANO DPO “Academy of Professional Standards” provides additional professional education   Referral system for a company services: professional retraining, advanced training, thematic improvement for medical workers.

The Academy is locat  in Moscow, but thanks to the distance learning format, training can be  singapore telegram data taken. Anywhere without interruption from work. You can leave an application for training by phone or through. The form on the website.

Our Team implement  amoCRM in the Academy in April 2020. We also integrat  the website and connect the Wazzup. Service. We are currently cooperating within the framework of technical support.

There are 38 employees working in the amoCRM Academy account: the sales Referral system for a company department and the educational and methodological department.

Reason for introducing a referral program

The Academy wanted to attract more clients through recommendations. Recommendations bring “hot” leads that are ready to buy. Therefore, it is important to develop this sales channel.

In May 2022, the Academy received a request to set up its own referral  outsourcing call center vs. expanding your own managers. part 2.

program. The Academy manager saw our training video on YouTube about creating a referral program. It was implement using a standard tool – the ” Triggers ” and ” Mailer ” widgets, as well as using messengers.

The company’s management decid  to implement a referral program as an additional way to attract clients. We set up the necessary functionality, using modifications. And adapting processes to the requirements of the Academy.

The essence of the referral program
When a student completes their training, they receive a message asking them to recommend. The Academy to their colleagues and friends.
A student who came by recommendation will receive a 15% discount on their training.
And the referrer (the one who recommended the training) will receive 1000 points for each student who paid for the training. 1 point = 1 ruble. You can pay up to 95% of the course amount with points.

Implementation of a referral program

When a student pays for tuition, their deal moves to the “Successfully implemented” stage in thailand data  the main funnel. At this stage, the student receives an email via the “Mailer” widget with an offer to recommend the Academy. The message to the email and WhatsApp contains a referral link.

The student can send this link to his colleagues, friends, acquaintances. When one of them  follows this link, he gets to the amoCRM form. In this form, you need to specify your contact information.

After filling in the main funnel, a new deal with the data from the form appears. The lead that came by   recommendation is tagg  “Referral”.
Then the lead is process . If he purchases the course, the referrer receives a message that he has been awarded 1000 points.

The calculation of the training amount with a 15% discount occurs automatically if a separate field indicates that a discount is us. To pay with points, the manager must enter the number of points us In a special field. Then this amount will be automatically deduct.  From the total transaction budget.

In order for the referral program to have a greater effect, a system of calling clients was  system for a also set up. Within 4 days after completing the training, the manager must call the client   and tell them about the referral program. In the future, the same manager accompanies the referral who came on recommendation.

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