From skilled migrant to investor immigration services, the team at Reach Immigration aims to provide premier consulting with the best recommendations and assistance concerning immigration. In an increasingly global world where people are moving between countries in search of new opportunities, entire industries surrounding the immigration process are sprouting up. Reach Immigration, a consulting firm with over 150 employees, decided to fill a need in this niche industry by offering advice and best practices for clients looking to move between countries. challenge Needed to cost-effectively acquire customers through a variety of channels and ensure their immigration experience is top notch. Each country’s immigration process differs, so it’s critical to keep all relevant information, including important documents and all historical information, organized in one place to expedite the process. solution Since Insightly has both sales and project delivery features, all the information that was captured during the initial consulting phase is seamlessly passed between team members as the client traverses the immigration process. Notes about visa requirements, documents, and all email correspondence enable other team members to better manage the client’s experience. outcome Insightly helps reduce the amount of time between learning someone is interested in immigration consulting services to having a consultant verify they are a good candidate, and kicking off the process. Optimizing marketing campaigns Zaid Iseed, CRM and KPI Officer, uses Insightly regularly to review all their marketing efforts. His key responsibility involves measuring and optimizing the best source of qualified leads. Insightly is critical for us to know where each client is in the program and keep all relevant information organized in one place to expedite the process. ed leads generated from marketing campaigns across channels like Facebook advertising, exhibitions, and Google AdWords. “The goal is to decrease our average cost per lead and maximize our conversion rates,” Zaid said. He’s also in charge of segmenting their Insightly CRM database to ensure effective, targeted marketing activities. Productivity soared and time saved For Reach Immigration, Insightly helps reduce the amount of time between learning someone is interested in immigration consulting services to having a consultant verify they are a good candidate, and kicking off the process. Since Insightly has both sales and project delivery features, all the information that was captured during the initial consulting phase is seamlessly passed between team members as the client traverses the immigration process. Notes about visa requirements, documents, and all email correspondence enable other team members to better manage the client’s experience. Each country’s immigration process differs, and a client’s journey can take anywhere from a few months to over a year to complete. That’s why it’s critical to know where each client is in the program and keep all relevant information, including important documents and all historical information, organized in one place to expedite the process. Global teams with one source of customer information Choosing a CRM for professional services and a creating a CRM for strategy professional services has made all the difference. With 150+ employees across seven locations in four different countries, it is essential to have a centralized source to share client information between departments and across country borders. Insightly provides the Reach Immigration team a single system they can rely on to deliver excellent immigration services from start to finish. View All Customer Stories
