I work for a wellness skilled who presents particular person one-on-one appointments in addition to group occasions by means of his web site. Our buyer and order information is at the moment scattered throughout a number of providers, and are in search of a option to combine them right into a single supply of reality.
For numerous causes, we use a number of digital providers to supply and bill our occasions and appointments. Now we have two accounts with Acuity Scheduling (one for group occasions and one for 1:1 appointments) and one other account with Occasion Espresso (for a singular type of occasion we provide). We additionally preserve a mailing record through Mailchimp.
Consequently, our lead / buyer info and order historical past are scattered throughout a number of distributors. We’re discovering that is inflicting points:
* We’re unable to simply lookup, observe and analyze buyer information and order histories for insights
* Now we have chaotic / sophisticated workflows that gained’t scale
* We’re unable to trace how our social media and different advertising campaigns are performing towards precise lead / buyer information
We want to combine the information from our numerous providers right into a single supply of reality the place we may lookup our leads and prospects, view and analyze order histories, and observe and analyze advertising / social media marketing campaign efficiency throughout our leads and prospects.
Somebody really helpful we glance right into a CRM to resolve these points. We have checked out Zoho and Salesforce, however they appear closely slanted towards B2B and do not feel proper for our use case.
Can anybody right here advocate an answer to this drawback? I’ve a software program engineering background, so technical options are welcome too. Our web site is constructed with and hosted by Squarespace.
Many thanks, r/ecommerce![ad_2]