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Case Study: How Infinite CRS Transformed Trade2Target's Operations
Client: Trade2Target
Industry: Day Trading and Futures Education
Objective: Streamline operations, automate workflows, and enhance client onboarding and communication to support growth and scalability.
The Challenge
Trade2Target is a webinar-based platform offering live daily trade rooms for traders to observe, learn, and trade in real time. While their concept was groundbreaking, their internal processes were hindering growth.
Key Challenges:
Overwhelming Manual Tasks:
Trade2Target spent significant time managing routine tasks, including sending trade room links, welcome emails, and client onboarding materials.
Fragmented Operations:
With multiple tools and manual interventions, their workflows were complex, time-consuming, and error-prone.
Focus on Small Tasks:
Instead of concentrating on enhancing client experience and refining their unique offerings, the team was bogged down with administrative work.
The Infinite CRS Solution
Infinite CRS provided Trade2Target with a fully automated, streamlined system, eliminating inefficiencies and enabling the team to focus on their core mission: delivering value to traders.
1. Automating Daily Trade Room Processes
Real-Time Trade Links:
Infinite CRS automated the distribution of trade room links in real time. A simple link placement in the system ensures these are sent out effortlessly and instantly.
Welcome Emails and Trade Passes:
The system handles welcome emails and time-sensitive trade passes, ensuring clients receive them without delay or manual intervention.
2. Enhanced Client Communication with the Phone System
Daily Sales Calls:
The integrated phone system enables Trade2Target to make daily sales calls and track every interaction.
Call Recording and Notes:
From initial contact to team lead handoff, all calls are recorded, and notes are logged in the system. This ensures seamless communication between team members, with complete awareness of the client’s situation and goals.
3. Fully Automated Client Onboarding
Onboarding Documents:
Terms of service, payment links, invoices, and other essential documents are automatically sent to clients upon sign-up.
Third-Party Integration:
The system integrates with third-party applications like Lightspeed to generate login credentials and email them to new clients instantly.
Instant Membership Access:
Clients receive their membership information immediately upon sign-up, significantly reducing onboarding time.
4. Workflow and Lead Management
Tagging System:
Infinite CRS introduced a tagging system, allowing the Trade2Target team to track every lead's status and location in the sales funnel.
Streamlined Sales Process:
This transparency gives the sales team a competitive edge, ensuring timely follow-ups and better-informed conversations.
5. Automated Review Process
Effortless Feedback Collection:
The system automatically sends review requests to clients after onboarding, requiring no manual intervention. This helps build Trade2Target’s reputation while saving time.
The Results
With Infinite CRS, Trade2Target has achieved:
Significant Time Savings: Automation of trade links, welcome emails, follow-ups, and client onboarding has freed up hours of manual work each day.
Improved Client Experience: Faster onboarding ensures clients receive their login information and access instantly.
Seamless Communication: Integrated phone systems and recorded calls enable efficient handoffs and detailed client tracking including caller ID for the client to understand the nature of the call increasing call answer rates.
Enhanced Reputation:
Automated review processes have increased positive client feedback without requiring human effort.
Cutting-Edge Technology Leadership: Trade2Target now offers industry-leading reliability, deliverability, and automation, reinforcing their position as an innovator in the trading education space.
Trade2Target: Industry Leadership Through Infinite CRS
Trade2Target has always set itself apart by trading live and in real time with members—a rarity in the trading education industry.
Their transparency and winning strategies are unmatched, but Infinite CRS has taken their operations to the next level.
Real-Time Trading: Unlike competitors who provide post-market data or signals, Trade2Target delivers real-time trades in front of a live audience.
Teaching Proven Methods: Members not only observe trades but also learn the strategies to replicate them.
Infinite CRS has made it possible for Trade2Target to focus on their groundbreaking approach to trading while leaving the administrative and operational tasks to a system designed to excel.
Conclusion
Infinite CRS has transformed Trade2Target into a streamlined, scalable business, eliminating grunt work and enabling the team to concentrate on what they do best: delivering world-class live trading education. With Infinite CRS, Trade2Target has embraced automation, enhanced client satisfaction, and reinforced their position as an industry leader.
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