Slow Burn Method is a wellness and fitness company that empowers individuals to achieve sustainable health through personalized fitness, nutrition, and lifestyle coaching. The company focuses on delivering long-term wellness solutions that drive healthier lives.
1. Lack of a centralized platform to manage leads, customers, coaches, batches, programs, and opportunities.
2. Manual lead assignment, follow-ups, and customer engagement processes caused operational delays.
3. Difficulty tracking customer interactions across calls, emails, WhatsApp, meetings, and follow-up activities.
4. Challenges in managing coaching batches, coach allocations, program enrollments, quotations, payments, and invoices.
5. Limited visibility into sales pipeline, customer engagement, and marketing campaign performance.
6. Need for an integrated marketing automation solution to streamline customer journeys, communication, and lead nurturing.
1. Implemented an integrated Zoho ecosystem using Zoho CRM and Zoho Campaigns.
2. Configured role-based access controls, automated lead capture, lead assignment, qualification, conversion, and follow-up workflows.
3. Integrated email and WhatsApp communication tracking for centralized customer engagement.
4. Implemented customer, coach, batch, program, opportunity, payment, and invoice management within Zoho CRM.
5. Enabled payment gateway integration for seamless payment collection and status tracking.
6. Configured Zoho Campaigns for email marketing automation, audience segmentation, lead scoring, and campaign management, along with dashboards for sales and marketing performance.
1. Conducted requirement discovery, implementation planning, and configured Zoho CRM users, roles, profiles, and security settings.
2. Customized lead, contact, opportunity, batch, coach, and program management with automated workflows and activity tracking.
3. Integrated WhatsApp communication, Razorpay payment gateway, and automated invoice generation for seamless customer engagement.
4. Configured Zoho Campaigns with CRM synchronization, email automation, contact segmentation, lead scoring, and campaign management.
5. Developed reports, dashboards, and KPIs to monitor sales, marketing, customer engagement, and operational performance.
6. Performed testing, UAT, user training, go-live support, and implementation handover to ensure successful adoption.
