CRM & Automation System for ERW Valeting
ERW Valeting, a professional car valeting business, approached SwitchUp Marketing to improve customer engagement, booking efficiency, and lead management. With a growing client base, ERW needed a cost-effective solution to streamline operations while enhancing the client experience.
Overview
- Centralised Customer Management: Implemented a CRM system to manage clients, leads, and bookings in a single platform.
- Automated Email Campaigns: Designed email sequences for promotions, reminders, and follow-ups to maintain consistent client communication.
- Streamlined Booking Process: Developing a new booking system integrated with the CRM to simplify appointment scheduling for clients.
- Operational Efficiency: Automation and workflow management reduce manual tasks, allowing the ERW team to focus on service delivery.
The Challenge
ERW was managing clients and bookings manually, making it difficult to track leads, appointments, and follow-ups effectively.
Without automation, communication with clients was slow and inconsistent, and scheduling appointments required significant manual effort.
ERW wanted to maintain regular contact with customers, promote services, and encourage repeat business without adding extra workload for the team.
The existing booking process was cumbersome for both clients and staff. A more streamlined, user-friendly system was needed to reduce friction and improve client satisfaction.
The Solution
Brevo CRM Implementation
We implemented Brevo as the core CRM tool, offering a cost-effective yet powerful platform for ERW Valeting. All client data, leads, and interactions were consolidated into a single, centralised system.
Automated Email Campaigns
We set up automated campaigns for promotions, booking reminders, and follow-ups, ensuring clients receive timely, relevant communication without manual effort.
Full Sales Pipeline Setup
A structured pipeline was created to track leads and bookings, providing visibility over the customer journey and ensuring no opportunity is missed.
New Booking System Integration
We are actively working on integrating a streamlined booking system within the CRM, allowing clients to book appointments easily while automating confirmations and reminders.
