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iDental 1.6 — Sales and marketing, one goal

Not everyone who gets in touch agrees to treatment straight away. In 2020 – 2021, iDental expanded into Sales and Marketing to digitise the customers who have not agreed yet or are still being approached (known as leads — prospective customers). The goal: follow every customer's journey, and find and truly understand what they need. All of this shipped in iDental 1.6.

Sales module​

  • Lead assignment to online sales staff — every customer always has one salesperson responsible for them, so nobody slips through the cracks.
  • Each salesperson manages their own leads — it is clear who is looking after whom.
  • Rates per salesperson — follow-up rate, appointment-booking rate and walk-in rate.
  • Sales KPIs built on those rates — completing the digitisation of the sales team's KPIs.

Marketing module​

The two teams used to blame each other: marketing said sales did not know how to advise or follow up with customers; sales said marketing targeted the wrong people and ran ineffective campaigns.

The Marketing module puts both teams on the same goal — looking at the same customer data, understanding customers better and making more accurate decisions. Marketing gets KPIs too, like sales, but measured more flexibly.

Who it was for​

Sales teams, marketing teams and the managers overseeing both.

Platform​

Still built on the Yii2 framework; the database was upgraded to MySQL 8.0.