Simplify Daily Operations to Save Time and Close More Deals
How SowOps helped streamline essential systems for better workability and more intercompany clarity
Jason Drees Coaching is an international coaching company that operates and engages as most modern companies do—through a network of software systems. As the company matured alongside the specific needs of their remote staff and clientele, JDC recognized, with the help of Nourish & Sow, that it was time to streamline the way their software systems interfaced on many fronts, including staff scheduling and task management, comprehensive lead and deal tracking, and website booking.
The SowOps team reviewed the daily operations of JDC’s software network to determine what systems needed to be replaced and what could be better incorporated. The SowOps team led the JDC transition to a more user-friendly approach, which saved time, improved client experience, and enabled staff to be more connected and, therefore, more effective.
Challenges
- Lead assignment system lacked proper options for initiating team-minded approaches causing work imbalance
- Clunky and mismanaged webpages with poorly designed booking links
- Insufficient, often glitchy, reporting caused confusion and frustration due to unclear data
- Lack of individual settings with most options limited to account-wide changes
- Makeshift approach to sharing lead info between salespeople
- Deficient customer service network
- No UTM parameter tracking, which left staff creating new calendar appointment types for each new affiliate and lead source
SOLUTIONS
- Replaced Acuity Scheduling with Calendly for lead intake and sales
- Added UTM parameter tracking for lead source management
- Integrated Calendly with Zoho CRM via Zapier
- Replaced embedded Acuity booking calendar on website with clean Calendly version
- Updated reporting and provided clarity on lead intake and sales call results
Results
- Improved website visuals and usability with booking solution
- Balanced lead distribution among sales team using round-robin options
- Enhanced functionality with booking software for staff
- Created customer service accessibility
- Clarified lead source tracking for sales team and management
Let’s make sure your software network is running smoothly
Are you tired of running into the same daily issues? Are you ready to streamline functionality but don’t know where to start? Book a call to see how SowOps can help you increase intercompany clarity, improve client experience, and boost overall productivity with time-saving, easy-to-use software and strategically sound systems.
Don’t spend another day “working around” an out-dated approach. We have the tools and experience needed to make your network upgrade run as smoothly as possible.
