CGIFURNITURE’s CRM Platform and How To Work With It
All manufacturers and brand marketers dream of finding the contractor who makes quality visuals and understands their clients perfectly. And although there are plenty of studios on the market who claim to be client-centric, there are very few of them who really strive to take communication with customers to the next level. Such companies don’t just take money from manufacturers but provide them with personal control and direct contact with CG artists on a special CRM support platform.
CRM or customer relationship management system gives clients not only communication and control but absolute freedom of choices and an extensive toolbox. For example, our clients can select any 3D scenes from the studio’s library that contains more than 1000 room sets. They can choose any photoreal 3D scene that they would like to use for their product and 3D artists will make exclusive CG images with this template.
Overall, CRM is an interactive digital system that provides a full cycle of work on a project within one platform. Using it, customers receive and send information and files to a 3D rendering company, monitor the process and pay for services.
We have developed our own CRM support system that’s called “Archivizer” and it’s an ideal communication tool that works perfectly for both our CG experts and our clients for years. Read on to understand what is that, how this support system works, and what customers can get out of it.
#1. Set a Project in a Few Clicks
Using convenient system navigation, a client can set the task by themselves in a moment’s notice. First, they type the name of the project, upload the files, text description and set the deadline.
The project manager, or PM, receives the files and checks if something is missing from the brief. If there are not enough materials like 2D drafts, photos or other references, they ask for additional files. Once everything is ok, a PM distributes the task between the members of a CG team and the work begins.
#2. Personally Monitor the Working Process
Within the CRM support system, clients can monitor working processes and track the status of the progress. These statuses are Setting Task, In progress, Pending more info, Quality control, Ready for acceptance, and Done or Canceled. Seeing the status helps customers to navigate and stay on top of the projects, especially, if they have more than one.
Also, there is a Task Timer on the right side of the screen that shows the turnaround time. This way, both a client and a CG team can see how close the deadline is and accelerate the process if needed. Below the Task Timer, there is a Task Team window that shows who is working on the project and what they are responsible for.
The whole communication with a 3D studio takes place in two different chats — one is for a current project, and another is for general issues such as payment, contracts, technical problems, and other non-project requirements. However, a client shouldn’t worry that they may miss an important message in one of the chats. A CRM support system doubles all the notifications on email and to the Dashboard, so a customer gets instant updates and can give feedback at once.
#3. Smoothly Navigate the System Using Dashboard
The dashboard is a tab that allows users to see all recent activity in one window. Having it at hand, clients don’t need to search through all pages of the CRM support system to find the updates on the project.
All unpaid bills, new messages from a CG team and tasks to be checked immediately appear on the Dashboard. A customer can see them at the top of the page and also gets an email with the direct link. Thus, there’s no way a client will miss urgent messages so they are able to control the process 24/7 and text any suggestions to CG specs in no time.
#4. Choose the Best 3D Models and Scenes from the Studio’s Library
Our CRM support system has a library of 6500 ready-to-go 3D scenes and 50 000 3D models, which we have accumulated over many years. All 3D roomsets are sorted into categories, first, by function. There are top-quality 3D templates for kitchen, bedroom, living room, and so on. Also, users can sort 3D roomsets by style, color, materials, etc. to find the perfect scene for their product.
Moreover, our 3D library is not limited only to interiors — you can choose architectural details, individual 3D objects and even add people to make the roomset look more realistic and dynamic.
CRM support allows customers to select any 3D scene or model they like and click the star to add it to favorites. With this convenient option, users won’t lose a roomset or object they like and utilize it as a template for future tasks.
If they have found an ideal 3D scene for a current project, they can click the Select button under the picture to attach it to the task. Thus, CRM support sends an automatic notification to CG artists and they immediately start creating stunning lifestyle imagery from the template.
#5. Get Quick Results and Leave Feedback
With the help of this CRM support platform, clients can quickly get the results and respond to them instantly. All ready tasks are marked as Ready for acceptance until a manufacturer decides if they approve the results or not.
Customers can review all new files in the Results by clicking on the message with the attached files. If any corrections are needed, a user can easily make edits to the project by simply answering this message. Once they send the reply, a CG team receives an instant notification and makes the necessary changes.
When a manufacturer is satisfied with the results, they can approve the visualizations by rating them from 1 to 5 stars in the CRM support system. Only after that, the task gets the Done status and the project is officially wrapped up. Any revisions made after rating are considered as a new task so make sure you don’t press Done too early.
#6. Use Convenient Payment System
After a CG team evaluates the task that a manufacturer has set, a client manager creates an invoice in the CRM support system and attaches it to the project. Then, a customer immediately gets a notification on a Dashboard and receives an email. Also, they can find all Unpaid Bills in a special tab in Archivizer so there’s no chance that a customer loses the bill somewhere in a chat.
By clicking on the link, a manufacturer goes to the payment checkout page. There, users have to fill the form with all payment information and press Submit Payment.
Our system is top-secure and supports Visa, Mastercard, American Express, PayPal and a few other financial services. Usually, payment transmission takes a few days and the manager sends a confirming message once a 3D studio gets the money. Also, if there are some problems with the payment, a customer manager can provide support and advice on how to deal with payments on the CRM platform.
Also important to know, that all financial transactions are saved in the CRM support system and a customer can easily find them in their personal Client Account.
#7. Store All Project Files and Payment History in the Client Account
The Client Account stores all the customer’s information and the history of all activities within the CRM support platform. To facilitate the work of managers and avoid additional clarifications, a manufacturer can fill a simple form to provide their account with all the necessary information — the address of the company, contacts, and photo or logo of the studio as a profile picture.
This personal account stores all information on the project and interaction with a 3D studio — bills, additional materials, completed tasks and visualizations, etc. All final images that customer downloads from the platform, also remain in a CRM support system. They’re stored in the Task Profile so a manufacturer can log in and download them again at any time.
In addition, CRM support saves all client’s favorite 3D scenes and models from the library to the Templates. Therefore, users can easily find them in their Profile section and add to the next task, which again saves a lot of time on new research.
And last but not least, there is a CRM support sharing feature. It allows giving access to the personal account to other colleagues from the company. This way, a busy customer can delegate the job to their co-workers and make sure they support the project and keep the workflow fast and effective.
Our CRM support system Archvizer gives clients full control over the project. Using this platform, they can set deadlines, pick 3D scenes and additional models they like and make all the necessary edits in the fastest and most convenient way.
However, our studio team doesn’t leave customers playing alone with their projects. The client manager and the project manager are always in the CRM support chat so they can answer any client’s questions and help them.
On top of that, this CRM support platform works on any device. Therefore, clients can control the project not only from the office computer but from the smartphone and download results at any time.
If you want a quick and effective collaboration with a 3D studio, contact us for first-class 3D rendering services. You will not only get professional imagery but also become the full participant of the project!