Purple provides marketing for exhibits, creates custom displays, and sells pre-made displays on their site. The company was rebranding as Purple Exhibits and wanted to revamp its processes as part of its new identity. They needed systems implemented for every part of their business, including sales, marketing, and customer relations.
How a fully integrated suite of software increases Purple’s capacity to take on clients and grow profits
The Challenge
The Solution
We dove deep into all of Purple’s services and workflows and chose software for each.
Sales
We set up a CRM (customer relationship management) platform to allow them to manage incoming leads and track them through the sales process. We integrated Purple’s LinkedIn account to automatically bring leads to their CRM platform.
Customer Service
We set up a ticketing system to process customer service requests. We created templated tasks for each service; the relevant task is opened and assigned to the correct employee when a request comes in.
Email Marketing
We set up an email marketing platform to allow Purple to send email blasts to their customer base. We integrated the CRM and ticketing systems to the email marketing platform to maximize its use. Any lead or client who is in touch with Purple through their CRM or ticketing system is automatically added to the correct contact list in Purple’s email software, so Purple can easily send out emails targeted to specific customer groups.
The Results
Purple now has a full suite of connected software. Information that is entered into one system triggers processes in the other systems. Purple has a clear overview of what each employee is working on and where each client is in the sales process. The company increased its capacity to take on clients and grow profits, while keeping clients happy and well-served throughout the process.