Zoho Subscription Case Study

The Goal

• Our clients goal was for customers to select and pay for their insurance online.  They also needed to be able to service and market to their customers later.
• This was all accomplished using Zoho CRM, Zoho Subscriptions,  Zoho Creator, Zoho Analytics and WordPress.

The Customer Experience

• The customer goes to a website that knows who they are.  This means some fields are pre filled, only applicable fields are shown and the dropdowns contain only plans they are allowed to select.
• As values are entered other fields appear if needed with dropdown values changing based on the data.
  • This is a Smart WebForm.  People hate filling out fields they have already filled out for a vendor.

• The amount to pay appears once they fill in their plan and a few other fields.
• Then they enter all the people associated with this plan and hit submit.
• This takes them to a secure payment gateway so they can enter their credit card and bank information
• Once complete they receive a confirmation email.
• Then every month a payment is removed from their bank account.
  • Best to reduce operating costs and get away from Credit Cards after the initial payment.

How Smart WebForms Work

• This form gets the data from the link.
• This link comes from an email sent via Zoho, from a website page, Facebook page or they could just visit the site.
• Depending on what data is in the link the form can search CRM before loading the form to get relevant data.
• It also gets data from the CRM when form field values change.

• As for saving the data it goes to multiple modules within both CRM and Subscriptions.
• It matches to existing Contacts and Accounts if they exist so as not to create duplicates.
  • In CRM it is also important that the contacts are related to each other and to accounts

The Client Experience

• They enjoy getting automated orders with the ability to market to their client base with very minimal data entry and no duplicates.
• Of course other automation’s and workflow processes are triggered from this initial process, but there is to much to list here.
• One example is a report that gets automatically emailed every morning to selected users.
• This report is very powerful because it combines data from Zoho Subscriptions, Zoho CRM, Zoho Books.

Setup

• An understanding of what the data is being used for is critical.  This helps determine which tools are required and where to store the data.
• Also it is important that Zoho Subscriptions Product, Plans and AddOns is setup properly.
• There is more, but don’t want to bore you with it here.

Zoho Apps and Software Used

• Zoho Subscriptions
• Zoho Subscriptions API
• Zoho Creator
• Zoho Creator API
• Zoho CRM API
• Zoho Books API
• Deluge
• Php
• WordPress

Zoho Subscriptions Overview

• Zoho Subscriptions handles your customer subscription billing life cycle from end to end. Automate recurring billing, manage subscriptions, send professional tax-compliant invoices, and get paid on time, every time.