VetPD
Bringing event bookings, marketing and customer data together in one connected system.
VetPD
VetPD is a global provider of advanced continuing education for veterinary professionals, delivering practical courses, interactive online learning and destination events in collaboration with internationally recognised veterinary experts.
Marketing, bookings and customer data, all in different places
VetPD came to OpenCRM to find a better way of managing their marketing emails in a way that could be tied into a CRM solution. They also wanted a slick way of using the CRM as a conduit to managing event attendees.
As the business grew, they needed a system that could:
- Take event registrations and payment details from their website and have this information visible in their CRM system automatically
- Manage a growing database of customers
- Support email marketing that returned results
- Minimise human error by automating tasks wherever possible
Previously, data had been siloed into different software solutions that did not talk to each other.
One platform, connected to everything else
OpenCRM provided a platform, connected with other apps, that brought these processes together.
OpenCRM acts as the central database for VetPD’s customer and prospect information. The data can be segmented to support targeted marketing activity, with OpenCRM integrating with Mailchimp as part of this process.
At OpenCRM we often say that “evolution is better than revolution”, and for VetPD it meant that, as they became accustomed to the features and functionality of OpenCRM, they could add further customisation and automation into their processes.
Streamlined operations, end to end
With OpenCRM in place, VetPD has been able to streamline operations, from marketing, to event management, to keeping customer data up-to-date.
- Customer, marketing and sales data held in one place with improved visibility
- The system has continued to evolve alongside the business, supporting both growth and the increasing complexity of its bespoke services
OpenCRM has helped VetPD bring customer, event and marketing data into a more connected workflow. Website registrations and booking information can be reflected in the CRM, giving the team better visibility of customer activity and reducing the need to manage information across separate systems. VetPD continues to refine its use of OpenCRM and its integrations as its operational requirements develop.
A flexible framework, not a forced fit
The solution aligned closely with how VetPD already operated. Instead of forcing change, OpenCRM provided a flexible framework that could be adapted through configuration and custom development, allowing the business to refine its processes without losing what made them effective.
Rather than seeing their initial OpenCRM project as the end of the journey, it’s a new beginning. Having chosen OpenCRM to resolve a few specific problems, the team at VetPD is now in a position to explore further functionality to help manage further processes in one place. OpenCRM’s consultative approach of delivering projects in a logical sequence helps build the picture of how VetPD’s CRM adoption has evolved, and where it’s likely to go next to help them get the most from the system.
Ready for results like VetPD’s?
See how OpenCRM can fit around the way your team already works.
Book a Discovery call