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The Customer

Storm is a business growth programme for Optometrists and Dispensing Opticians.  The business compromises six industry professionals who collectively pool their expertise and experience to provide tailored support and systems to members.

The Storm programme focuses on the key areas to achieving financial success in the independent optician industry.

Their Pain

Storm wanted to create a customer portal that would serve as a central hub of key tools and business information for professionals in the Optometry industry. However, they required a trusted digital partner to help make their vision a reality.

This partner would need to design and build the portal with CRM capabilities. They would also need to develop and integrate a suite of associated online tools.

The CRM had to offer tiered memberships and encourage users to ‘trade-up’ as they used the different tools and accessed the resources.

It was important the chosen digital partner had the required expertise to design and build the online platform, develop the suite of online software tools, integrate with a range of existing software services and provide ongoing technical support.

Our Solution

Blue Wren worked with the Storm team to design and develop a CRM, customer portal and suite of online tools for the Storm Growth Programme.

The project included the development of specific software tools including a KPI performance tracking application and a NPS (Net Promoter Score) survey tool.

These tools were integrated into the customer portal and incorporated SSO (Single Sign On) functionality for a seamless user journey and integration with third party systems including basecamp.com and shopperanonymous.co.uk.

The platform also included a resource library of documents, blogs and videos that users could easily search, download and add to their personal favourites section.

To manage the system, we built a CRM, tiered membership structure and reporting suite for the administrative team to continuously monitor and refine the platform.

We continue to provide ongoing technical support and hosting.

Key Features

  • Tiered subscription based access with payment gateway
  • Resource library
  • Bespoke application for KPI tracking and reporting
  • Bespoke application for NPS surveys and results
  • Integration with third party tools basecamp.com and shopperanonymous.co.uk
  • SSO functionality across all integrations
  • Full reporting suite for system administrators
  • Ongoing technical support and hosting

Impact

The subscription-based system has more than 200 active accounts and its popularity is continuing to grow.

It has enabled easy access to a range of business tools to assist and facilitate business growth, from professional marketing resources to financial and performance tracking tools.

User statistics and feedback from subscribers suggest the platform is delivering significant value.

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