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Case Study: Optimizing Lead Management for Soni Fashion

In the fast-paced world of online retail, effective lead management is crucial for maintaining customer satisfaction and driving sales. Soni Fashion, a thriving jewelry business specializing in gold-plated jewelry, faced overwhelming demand from their expanding customer base. This case study outlines how we helped Soni Fashion optimize their lead management processes through the implementation of a comprehensive Customer Relationship Management (CRM) system and automation tools.

Client Background

Soni Fashion operates both online and in-store, selling exquisite gold-plated jewelry through social media platforms and their website, soni.fashion. With a loyal customer base and an expanding reach, the business began experiencing a surge in inquiries and orders. The increase in leads presented an opportunity for growth, but it also highlighted significant challenges in managing customer interactions effectively.

Challenges

As Soni Fashion’s popularity grew, so did the number of incoming leads. The team struggled to manage these inquiries, leading to:

Overwhelmed Sales Team

Sales personnel found it difficult to keep track of leads and follow up promptly.

Missed Opportunities

With the volume of inquiries rising, potential sales were often lost due to delayed responses or oversight.

Inconsistent Customer Experience

The lack of a structured lead management system resulted in varied responses and follow-up experiences for customers.

Solution

To address these challenges, we proposed the implementation of a CRM system tailored to Soni Fashion’s needs. The solution included:
  • Lead Management System: A CRM platform to categorize leads based on various stages, including: Product Link Shared, Order Follow-Up, Ordered / Not Ordered, Details Given, Not Ordered Customer Issues.
  • Customized Pipelines: Two distinct pipelines were created to manage inquiries effectively
  • Price Inquiries: For customers seeking pricing information.
  • General Inquiries: For broader questions about products and services.
  • Automated Chatbots: We developed chatbots for WhatsApp, Instagram, and Facebook, enabling automated responses and initial lead capture. This reduced the burden on the sales team and ensured no leads were overlooked.
  • Order Tracking and Customer Engagement: All leads who place an order are tagged as "Ordered," while those who do not complete their purchase are tagged as "Not Ordered." After an order, the chatbot sends a thank you message. For customers who did not order, the chatbot prompts them to specify any issues they encountered during the ordering process, facilitating better follow-up and resolution.
  • Insurance Services: Leads needing insurance support are filtered here. Whether it’s health or travel insurance, the team manages everything from inquiry to policy issue in a focused space.

Implementation

To ensure smooth adoption of the CRM system, we followed a structured approach:
Needs Assessment: We analyzed Soni Fashion’s lead management challenges to tailor the CRM system to their specific needs.
CRM Setup and Customization: The CRM was customized with distinct lead stages and two pipelines—one for price inquiries and another for general inquiries, helping organize and prioritize leads efficiently.
Automation Integration: Automated chatbots were deployed across WhatsApp, Instagram, and Facebook, providing instant responses and capturing leads without overwhelming the sales team.
Team Training: Comprehensive training sessions were held, helping the team adapt to the new system and use it effectively for lead tracking and follow-up.
Ongoing Support: We provided continuous support and made adjustments to the system based on team feedback, ensuring long-term success.

Results

Increased Lead Conversion

The structured lead management process significantly improved lead conversion rates.

Reduced Response Time

The average response time for inquiries decreased dramatically, enhancing customer satisfaction.

Improved Team Efficiency

Sales personnel reported a substantial reduction in time spent on manual follow-ups, allowing them to focus more on closing sales.

Consistent Customer Experience

Customers received timely and uniform responses, leading to a more positive overall experience.

Key Data Analysis

The case of Soni Fashion illustrates the critical importance of effective lead management in a rapidly growing business. By leveraging technology, we enabled the company to upgrade its operations and enhance customer interactions. The dual pipeline approach ensured that inquiries were handled appropriately, while chatbots provided immediate engagement, reducing the burden on the sales team.
  • 96% Work Rate
  • 850+ Activity
  • 79% Success
Pipeline
Screenshot-2025-08-21-104424
Soni-Fashion-Dashboard
Consolidated-Report
Consolidated-Report-1

Lesson Learned

Importance of Customization

A one-size-fits-all solution does not work for every business. Tailoring the CRM to fit specific needs is crucial for success.

Training is Key

Investing time in training the team ensures that they can utilize the new tools effectively, leading to better adoption rates.

Automation Enhances Efficiency

Implementing automation can significantly improve response times and allow staff to focus on higher-value tasks.

Client Testimonial

“We at Soni Fashion can’t thank Twister Automation enough for the incredible support they’ve provided. Their team helped us set up a CRM system that has truly changed the way we manage our leads. With the new automated chatbots and organized processes, we’re handling inquiries much more smoothly, and our customers are noticing the difference. It feels great to have a partner who really understands our needs and helps us grow. Thank you, ihakimi!”
- Soni Fashion Team

Conclusion

In today’s fast-paced market, having an effective lead management system is crucial for success. By partnering with Twister Automation, Soni Fashion has transformed its approach to handling customer inquiries. The CRM system and automated tools have not only made their processes more efficient but have also enhanced the overall customer experience. This collaboration highlights how the right technology can drive growth and improve business operations. Soni Fashion is excited about the future and looks forward to continuing this journey with ihakimi by their side.

Next Steps

To explore the potential of CRM automation for your enterprise, reach out to ihakimi at the following contact information:
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