Presidential elections traditionally attract a lot of volunteers, but the information given is often false or completely lost. We proposed a non-standard approach - to use a full CRM system to automate the processing of volunteer profiles.
ABOUT THE PROJECT
The presidential election is the main political event in the country. It is important to organize the coordinated work of the campaign headquarters. Events of this level attract a lot of volunteers. But information about them is often duplicated or turns out to be inaccurate. To automate the processing of volunteer profiles, we proposed a non-standard approach - use a full CRM system.
TARGETS AND GOALS
Previously, to become a volunteer, candidates personally came to the headquarters and left personal data in handwritten lists, or registered in volunteer projects and entered the headquarters through these organizations. Headquarters from different regions of Russia did not have a transparent tool for exchanging data about volunteers. At the same time, the algorithm of work and communication with candidates did not change:
Reception of applications
Online Volunteer Tasks
We proposed to use a business approach for working with volunteer candidates - to aggregate and process applications through a CRM system.
To solve these problems, we chose Bitrix24. We already have many years of successful experience with this platform. The developers of our agency knew for sure that the platform capabilities guarantee an excellent result.
- Reliability solutions of the chosen system.
- High speed and low cost of implementation.
- Convenient functionality, understandable even to inexperienced users.
- Development of a tool for collecting statistics and accounting.
- Possibility of clustering and high performance under severe loads.
- High level of security, burglar resistance of the entire system and its individual modules.
The implementation and adaptation of the CRM-system for working with volunteers took place in four stages.
to the whole of Russia
It was nessecary to removw "extra buttons" in the CRM-system. And configure the system so that it is suitable for working with volunteer applications.
In order for the headquarters team to easily navigate the new tool, we prepared detailed instructions with screenshots.
We taught employees of the main headquarters how to use the CRM-system. And they shared their knowlege with colleagues in the regions and performed the role of technical support.
The development and implementation of a CRM system took 2 weeks. The system, along with the site of the election campaign of presidential candidate Vladimir Putin, was launched on January 15, 2018.
SOLUTION FOR WORKING WITH VOLUNTEERS
Сandidate filled out a form on the site. After filling out the form, the volunteer received an SMS with a confirmation code - this step helped to weed out bots and people who entered someone else's phone number. Then the candidate received a message that he would be contacted soon.
CRM-system optimized the reception of applications from the site from potential volunteers (leads).
After verification by phone number, the data from the application went via API to the CRM system. At first, they were checked by the security service and made recommendations for working with people. Then the application was automatically sent to the region indicated by the volunteer. The system appointed a person responsible for communication with a potential volunteer.