Hello Everyone!
I’m hoping someone has time / background / interest to give me advice on best practices and the potential to implement the following use scenario:
My client is a small advertising / publishing agency with a trade show arm with no crm at all so it’s a completely fresh start.
They publish a single magazine title 4 times per year, each with a closing date. The products sold are ads in 4 sizes, with 3 premium positions (front inside, back inside and back outside covers) per issue and no limits on additional ad space.
They also produce 9 trade shows/expos.
Products sold for expos are booth space, printed backdrops, video rotation, standalone video kiosks, sample distribution, and promotional giveaways. All these products have a set rate.
Two additional services - experiences and vignettes are quoted individually with no set rate.
Their agency customers can choose from any combination of services, print issues, and events, spanning multiple shows and multiple print issues.
I’m not exactly sure of the best practices on how to enter these products so they’re properly segregated and have the information needed on each view.
On the customer page, I’d like to show:
1 - what print issues they’re booked for (past issues), what size ad, how much they paid and their art status - uploaded, missing, needs revision,
2 - what booth space and options they’ve booked for each show, space size, how much they paid and their art status for backdrop printing
What I’m also hoping to do is create a workflow where the options for services a potential customer is interested be selected / chosen when the leads are added - with the options being Consumer Print, Consumer Expos, Trade Shows, Video Kiosk, Video Rotation, Experiences, Giveaways and Vignettes
The options selected would ideally be the determining factor of the content of the welcome email and those selected would be part of the Lead and then Account/Customer display, so the client can see what the potential customer is interested in (lead) and what they have already purchased (Customer/Account) - whether that is ads, or booth space or video production etc.
So to summarize - I’m unsure about whether my plan is viable, and if so, how to enter the products so they have the full information (if it can even be done in the way I envision) and I’m also unsure about the correct method to add and the location (module) to add the additional information (services they’re interested in).
I hope this isn’t too much help to ask for. Thanks for reading and thank you in advance for any help.