Nicole Schaller

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  1. WooCRM

    425 votes
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    22 comments  ·  WooCommerce » Category - Extension Ideas  ·  Flag idea as inappropriate…  ·  Admin →
    Nicole Schaller commented  · 

    I think we should first consider the main purpose of a CRM: to get more customers, or to support us in serve the existing ones well and thus sell them more. I personally second the latter; otherwise the Wordpress database gets overloaded with non-customer data.

    Opportunity tracking would require defining a get-keep-grow funnel first, as in Dave McClures Acquisition - Activation - Retention - Revenue - Referral, define specific actions the user should take on the website and then measure visitor behavior.

    Rather, keep it simple, like Highrise: Contacts, notes, emails - in addition to the existing order statuses. Maybe Freshbooks invoices.

    Tracking of appointments held from a bought contingent would be great. In combination with Bookings or Appointlet.

    A possibility to combine online and offline marketing: like exporting a list of addresses for a mailing.

  2. EU VAT Number 2.0.0: This is a B2B tool, so keep the B2B functions!

    11 votes
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    1 comment  ·  WooCommerce » Category - Extension Ideas  ·  Flag idea as inappropriate…  ·  Admin →
    Nicole Schaller shared this idea  · 

  3. Team Courses

    74 votes
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    8 comments  ·  Sensei LMS » Category - Extension Ideas  ·  Flag idea as inappropriate…  ·  Admin →
    Nicole Schaller supported this idea  · 

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