Firstmovr
Our actions: We implemented Zoho automation to identify and manage leads sourced from LinkedIn. Current tasks include: ^ Establishing an event database in Zoho CRM ^ Developing a reporting process ^ Creating scripts ^ Establishing an event database in Zoho CRM ^ Developing a reporting process ^ Creating scripts About the client: Our partners at Firstmovr specialize in e-commerce education and consulting. They organize industry events, offer personalized training, and provide strategic consulting services. Their founder, Oscar, is a renowned eCommerce expert with over 16 years of experience and a strong commitment to driving eCommerce and digital transformation. The challenge: During our initial meeting with Oscar, we identified that the primary source of leads for webinars and online events is LinkedIn. Currently, leads are manually sourced and processed using Octopus CRM, spreadsheets, and multiple managers. As a result, the process has reached its limit— they can only handle 1,000 leads, while they have the capacity to process up to 10,000 leads.