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COWORKING CRM SOLUTIONS

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HELPING COWORKING OPERATORS AND FLEXIBLE WORKSPACE PROVIDERS WITH CRM SOLUTIONS

The coworking industry has a specific set of requirements to convert leads with offers like free trial days and site tours. This process involves repetitive tasks like data capture and meeting booking and really benefits from automation and fully connected systems.

AUTOMATING TOUR BOOKING 

Understanding the value of the lead let's you dedicate the right amount of sales resource. High growth businesses love the flexibility with coworking spaces, if they require a lot of desk spaces, assign them your best sales person. For lower value leads like coworking, we can use more automation. Once the lead has visited we make sure the sales team follow up and everyone has visibility.

 
OPTIMISING MARKETING SPEND

Optimising your marketing campaigns for the higher value leads is key for effective spend. Connecting sales and marketing to work together is vital for coworking spaces. Running events and programmes to attract potential leads into your building is a valuable channel and having your data connected together is critical. 

 

MANAGING BUSINESS SUPPORT PROGRAMMES AND EVENTS
In addition to handling sales and marketing, CRM is really important for handling any business support programmes or for running events. Creating the application or registration process and tracking them effectively can all be handled by your CRM platform. 
 
 
INTEGRATING INTO OPERATIONAL PLATFORMS
Once you've got your deal done, your system also needs to talk to your operational platform, be that OfficeRND, Nexudus, Yardi or Zapfloor. We can integrate your platforms together and make sure you send the relevant onboarding and member communications. 
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If you work with Bright Dials you’re in very capable, knowledgeable hands, no task is too big or too small.

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EMILIE LASHMAR
Creative Director, PLATF9RM
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Our project had a lot of interdependencies which made this very complicated. Bright Dials made sure the project was well scoped and managed, making the project work smoothly.

Rosie Ashman
Rosie Ashman
Digital Marketing Manager, Plus X Innovation
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Our CRM systems have hugely improved since 2022; something we could not do ourselves.

It’s been great working with Bright Dials.

Rosie Ashman
Rosie Ashman
Digital Marketing Manager, Plus X Innovation
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We have an ongoing relationship to grow and improve our processes and marketing, having a retainer is right for this.

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EMILIE LASHMAR
Creative Director, PLATF9RM

WE NEVER TAKE A ONE-SIZE-FITS-ALL APPROACH BECAUSE EVERY BUSINESS IS DIFFERENT.

Thinking of a CRM Upgrade?

There's a lot to think about

The start to finish guide... everything you need to know when you're thinking about upgrading your CRM system

Things like:

  • How will it integrate with other systems?
  • How much will it cost?
  • How will I get my team to use it?
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