Key features
- Custom Product Registration Form: A unique form logic for each of the 200+ SKUs, displaying different fields based on the selected product.
- Geographical Localisation: Directs users to the appropriate version based on their location, versions are different for operational reasons.
- Comprehensive Admin Panel: A robust internal panel to manage registrations, customers, products, email communications, and more.
Results
With over 3500 product registrations, Fantech could now gauge the effectiveness of distributors. The tool also paved the way for upselling filters and new products, while enabling direct communication with customers, a feature that was absent before.
Product registrations page
A module displaying a list of successful form submissions, providing a filtered view and detailed information on each registration.
Our team developed a convenient system with flexible Material design tables to mange incoming registrations.
Product registration
Tailored to American and Canadian clients, the home page serves as the initial point of interaction for users, ensuring precise customer request management.
A dynamic registration form that adjusts its fields based on the product type selected, crucial for accurately setting up filter replacement schedules and conditions.
Custom CRM and ERP system
We designed and developed an extensive admin panel akin to popular SaaS CRMs, developed to effectively manage customer registrations with functionalities including:
- List of Registrations.
- Single product registration page.
- Email sender.
- Email template creation (with parameters).
- Bulk email sender.
- Products.
- Notifications.
- History logs.
Previous communication archive
By clicking on “More” button admin can see what emails were sent to the customer or what comment was left there.
Email sender
A functionality that facilitates direct email communication from the Registration record, with customisable email templates based on client information. In this example, on this screenshot Client name is applied (Steve), his product (FLEX 100H ES) and type of client (homeowner).
Email templates options
Admins can also choose a different email template if required. All custom parameters will also be applied where needed.
Email template creation
Admins have the flexibility to fully manage email templates. This was designed considering the diverse needs of different client groups and product lines. Admins can edit the subject, add various signatures, and insert parameters known from the registration. An additional feature allows for the modification of the email header to indicate urgency levels to the client.
Bulk email sender
A proud feature developed to overcome the challenge of sending bulk emails to specific client groups.
Initially, the manual process involved:
- Navigating to registrations.
- Applying multiple filters.
- Exporting users to Excel.
- Sending individual emails.
- Awaiting replies without any analytics, a total inconvenience.
The new process now involves:
- Selecting a pre-created template with custom parameters for personalized emails.
- Applying necessary filters (Product name, Contract type, Name).
- Verifying the setup before sending.
System is saving all communication logs in history for a clear understanding of past interactions.
This streamlined process not only saves time but also enhances sales and client management for Fantech.
Product management
A module for managing product data, allowing the addition of new products, modification of existing ones, and categorisation.
Notification system
A vital module managing notification tasks for administration concerning filter replacements, based on product usage durations.
History logs
A feature to track all platform actions, essential for resolving managerial discrepancies regarding actions taken.