Implementing automation into revenue operations helped 2x revenue

Here’s how we did it

Bound spent time collaborating with the client to examine and develop a revenue operations scaling procedure.

The client was moving sales to WooCommerce and wanted to use a CRM and WordPress to keep track of deliveries.

We set up a direct API integration between the client's website and their CRM so that when a purchase is made, data is sent to the CRM. The CRM was used to manage how customers were added to the system. This made it possible for customer orders to be fully automated, from order to delivery.

With the help of automation, we were able to make reports that showed how many sales orders were made, what products were sold, and where the sales came from.

We also set up automated workflows that start when problems happen, like when there are problems paying for a subscription or when a subscription is cancelled.

We made custom data properties so that we could collect rich information about customers and match them with other products that matched what they had bought before, as well as give them more value to help them keep their subscriptions.

For sales of physical products, we set up integrations with companies that handle shipping and delivery. Using automation, we were able to send email updates to customers about the status of their orders.