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Client's office

Personal account builder for your website or social network account

 

Личный кабинет позволяет клиенту самостоятельно управлять данными, делать покупки и отправлять заявки через формы, отслеживать статус заказов, обновлять информацию и получать доступ к ресурсам компании, снимая нагрузку с менеджеров и обеспечивая удобство и удовлетворенность клиента

Для кого будет полезно это решение

Сфера услуг

Фриланс

Бизнес-консалтинг

Сценарии использования инструмента

Показать особый подход

Наличие личного кабинета демонстрирует шаг навстречу клиенту, предоставляя ему персонализированный опыт взаимодействия с платформой

Подогреть интерес

Использование новостей, рассылок, анонсов и цепочек писем для поддержания интереса клиентов и информирования их о новых предложениях и обновлениях

Повысить лояльность и вовлеченность

Внедрение игровых механик, таких как бейджи и награды, для повышения вовлеченности и мотивации клиентов

Стимулировать повторные покупки

Предоставление бонусов и скидок за повторные покупки, что стимулирует клиентов возвращаться снова и снова

Удерживать внимание клиента

Рассылайте новости о новых продуктах, акциях и других информационных поводах

Уменьшить нагрузку на вашу команду

Клиент не будет обращаться за помощью в службу поддержки, а сможет самостоятельно ознакомиться с нужной информацией, оформить заказ или сделать целевые действия

How it works

Личный кабинет - место, где ваши менеджмент системно взаимодействует с членами организации

Site
http://yoursite.com
Enter
 
 
 
 

Managers

Управляют контентом, настраивают рабочие области и сценарии, взаимодействуют с посетителями, работают во встроенной CRM
Partner's office
http://profile.yoursite.com
On the site
John Doo

Users

Попадают в кабинет по приглашению менеджера, после регистрации или после первой покупки

Forms

Collection of user data with entry into CRM. Forms can be published in the account and on the main website of the company
More
 

My orders

A section in which the user has access to all of his product orders, subscriptions, orders through the shopping cart and applications through forms
More

My orders PRO

Section of the personal account for interaction between the manager and the client during the execution of the order
More
 

Tariff plans

A tool for organizing tariff plans for your product
More

Shop

A tool for selling physical goods and services
More

Давайте посмотрим какие действия может может делать клиент и менеджеры компании

Клиент

  • Отправка заявок через формы
  • Отслеживание статуса заявок
  • Подписка на тарифный план
  • Покупка товаров и цифровых продуктов
  • Доступ к ресурсам (база знаний, статьи, видео, документы, файлы и т.п.)
  • Доступ к документам (счета, инструкции, чек-листы и т.п.)

Менеджер по продажам

  • Обработка заказов
  • Ведение клиентской базы в CRM
  • Выставление счетов и других документов
  • Публикация документов в кабинете клиентов

Менеджер службы поддержки

  • Обработка обращений клиентов через формы
  • Переписка с клиентами в рамках заявкок
  • Фиксация обращений в CRM

Маркетолог

  • Рассылка новостей
  • Анонсы мероприятий
  • Бонусная программа
  • Геймификация
  • Программа лояльности

Контент-менеджер

  • Наполнение кабинета контентом
  • База знаний, статьи, видео, файлы для скачивания
Segmentation

Сегментация на примере образовательного проекта

Школа работает с тремя сегментами пользователей: ученики, преподаватели и партнеры

section_groups/solutions.tpl
Built-in CRM

Maintain a database of contacts and transactions, place invoices and other documents in the user's personal account

All data about customers and their orders are automatically transferred to the built-in CRM

Contacts

The contact card automatically collects information about purchases, requests through forms, correspondence history and current tasks

Deals

The deal includes all information related to the sales support, recruiting process, from initial contact to completion of the business process

Funnels

A tool for tracking and managing customer interactions at all stages. Visualizes the customer’s journey from the first contact to the completion of the transaction, adapts to various types of interactions

Documentation

Storage of files and records related to clients and transactions. Documents can be published in the user’s personal account
More
Onboarding

Support the newbies

Protect newcomers from information overload during their first visits to the account and guide them by indicating the necessary steps for a successful start. This will help reduce the number of repetitive support requests

Greeting block

Displayed upon first visit to the office. Can be hidden by user after reading

Start checklist

List of items with a completion mark recorded in the CRM on the contact card

Chains of letters

A set of pre-prepared letters sent to the user automatically after a certain period of time
Onboarding
Monetization

Use different payment formats to sell digital products

After payment, the user instantly gets access to the product, and his data is automatically entered into the CRM

One-time payment

After paying by card, the user is automatically given access to the paid digital product

Payment in installments

The administrator can divide the invoice for payment for a digital product into several parts and send the client a link to pay

Regular payments

When purchasing a product for the first time, the user links his payment card. Then the platform automatically debits the specified amount after a specified period of time

Tariff plans

A tool for organizing tariff plans for your product
Monetization
Shop

Sell physical goods and services

Customers can add products to their cart and then place an order or pay for it online. All orders are automatically sent to the built-in CRM

Shop

A tool for selling physical goods and services

Dealer shop

Managing prices for different user segments
Automation

Automate routine processes

Automated actions are a powerful tool for marketing, customer retention, and optimizing time spent on repetitive actions.

Autoactions

Автоматическое выполнение рутинных действий

Chains of letters

A set of pre-prepared letters sent to the user automatically after a certain period of time

Letter templates

Prepared letters that can be sent to platform users
Account

Allow users to manage their data and track the status of orders themselves

Personal account section with a set of tools for managing personal data, tracking the status of submitted applications and completed purchases

Name and photo

The user can upload their own photo and crop it if necessary.

Login and password

The user can change his password and registration e-mail independently.

Languages

The user can select the language of the user interface of the personal account. We are constantly expanding the list of supported languages

Password recovery

....

My orders

A section in which the user has access to all of his product orders, subscriptions, orders through the shopping cart and applications through forms

My orders PRO

Section of the personal account for interaction between the manager and the client during the execution of the order
Decor

Combine your website and personal account into one

Set up your own domain and design your personal account in your corporate colors. The user, moving from the site to the personal account, will perceive them as a single and integral space, which will strengthen trust and loyalty

Own domain

The platform can run on any domain or subdomain, working seamlessly with your site.

Colors

Decorate your office in the colors of your main site to create a unified information space

USERS HERO

Available only to guests — users who have not yet registered and logged into their personal account. It is placed at the top of the main page of the account. Contains a large background image, a title and a subtitle. It may also contain a logo and two conversion buttons

HERO

Available only to guests — users who have not yet registered and logged into their personal account. It is placed at the top of the main page of the account. Contains a large background image, a title and a subtitle. It may also contain a logo and two conversion buttons

Logo

Placed on the login page, on the registration page and in the HERO block on the main page of the account

Favicon

Website or page icon. Displayed in the browser bookmark before the page title
Design

Grow faster than your competitors

Fast start

Ready-made tools allow you to start implementation today, saving time and money on programming

No infrastructure costs

No server support costs allow you to focus on business tasks, not technical issues

Keep up with the times

Get ahead of your competitors with our platform: regular tool updates meet current market requirements
Fast, reliable, technologically advanced

Focus on growing your business and leave the technical issues to us

Access 24/7

We work without days off and breaks anywhere on planet Earth

Works on all devices

The Office workspace adapts to the size of your device

Responsive support

We respond within an hour on weekdays and within 3 hours on weekends

Data protection

Data backup and cloud technologies ensure the safety of your data

Help at the start

We will help you implement the solution you need using the capabilities of the platform

No special knowledge required

A simple and convenient interface allows you to work without the involvement of your programmers and designers
end of section_groups/solutions.tpl

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