CME4Life (Zoho CRM)

Zoho CRM integration for CME4Life to streamline sales, marketing, and reporting systems

Reach : USA

Time Frame : 5 months

Deliverables:

Zoho CRM Integration
Sales Process Automation
Zoho Analytics Reporting
Zoho Social and Campaigns Integration
Zoho Forms Integration
API Integrations

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Overview

CME4Life provides medical education courses and board reviews for healthcare professionals. They needed help managing their sales and customer data. We integrated Zoho CRM with their WordPress website, Birdeye (feedback platform), social media, and e-commerce tools. Using Zoho Analytics, Social, Campaigns, and Forms, we automated tasks, set up custom workflows, and created detailed reports. This solution improved their lead management, helped process quotes and invoices faster, and made it easier to engage customers through email, SMS, and social media.

About CME4Life (Zoho CRM)

CME4Life is an online platform offering continuing medical education (CME) for healthcare professionals, including physician assistants and nurse practitioners. It provides a range of courses, such as board reviews for PANCE/PANRE exams, live webinars, and on-demand modules. Additionally, they offer study tools, flashcards, and tutoring for exam preparation.

With a 100% pass rate guarantee on select board review courses, it ensures learners have the resources to succeed. The platform is designed for flexible learning, promoting professional growth and enhancing patient care through accessible and convenient education options.

Project Goal

The main goal was to integrate Zoho CRM with CME4Life’s WordPress platform to streamline customer, event, and product data management. The integration covered the entire sales process, from lead generation to invoicing, with enhanced reporting and automation.

We connected Zoho CRM to various platforms, including social media, website, and chat software (Birdeye), allowing efficient lead capture. Leads were automatically converted into contacts, accounts, and deals, and smoothly progressed through quotes to invoices.

The solution improved reporting with detailed dashboards and used automation to reduce manual work. We also set up workflows, functions, and API integrations with the client's e-commerce platform to improve overall efficiency, making the sales process and data management much more organized.

The Challenge

CME4Life faced issues in managing leads, contacts, and product data spread across different platforms. They wanted Zoho CRM integrated with their WordPress site, social media, and Birdeye to automate tasks, improve reporting, and simplify their sales process.

Our Approach & Solution

Zoho CRM integration with WordPress and other platforms

We integrated Zoho CRM with the client’s WordPress website, Birdeye chat, and social media platforms. This setup helped in capturing leads automatically, which were then converted into contacts, accounts, and deals. It ensured smooth tracking of every stage from lead to invoice.

Overall Collaboration and Experience

Our collaboration with CME4Life was marked by clear goals, and timely communication. Their team had a strong understanding of what they needed, and their regular feedback helped us stay on track.

We worked closely to integrate Zoho CRM with their WordPress platform, connecting it with tools like Zoho Analytics, Social, Campaigns, and Forms. The client was open to new ideas, and together, we built a setup that covered everything from lead capturing and automation to detailed reporting and follow-ups.

The client was fully satisfied with the result and appreciated the efficiency the new system brought to their daily operations. Overall, it was a smooth and focused collaboration.

The End Result

The Zoho CRM integration with CME4Life’s WordPress platform helped streamline their sales and customer management. It automated lead capture, data processing, and reporting, saving time and effort.

Key outcomes include: