How Arihant successfully scaled his agency’s sales by automating lead management through Privyr

Using Privyr, Arihant Dugar from interior design agency Get More Projects found he could serve his clients more effectively by automating lead assignment and other manual processes

Arihant Dugar runs Get More Projects, a marketing agency which focuses on helping interior designers in India scale and maximise the potential of their businesses. The agency grew its initial handful of clients to dozens.

Get More Projects started helping their clients solely with lead generation. Now, they have expanded into helping their clients to better manage their leads and business, using Privyr.

With Privyr, Arihant found an easy-to-use solution that helped Get More Projects stay on top of its quickly expanding business, while providing their clients with top-tier service. He has been a proud user of the CRM for the past two and a half years.

Challenge

We used to send leads to our clients manually, which worked until we had a lot of clients.

While many businesses tend to seek out external tools when they notice a problem, Arihant had the opposite issue. His business was doing too well. His client list was growing, and sending leads manually was taking too much time.

While he’d looked into using software to help him qualify and send leads to clients, he’d found that available CRMs tended to be expensive and too complicated. Often, they contained features that he didn’t need or want.

Arihant continued to search for a solution that truly fit his business. “As a marketing agency, the most important thing for us is making our client experience easier and more seamless,” he says. “We only needed three or four features to deliver that, but some of the software would offer too many features for a high price.”

Discovering Privyr

My clients didn’t feel like they needed to ‘learn’ the software.

Eventually, Arihant learned about Privyr, which seemed to offer the features he wanted. A friend’s personal recommendation further strengthened his confidence in the CRM.

“We signed up for the free trial and found it was easy to get used to Privyr,” he says. “It was simple for us to set up, but most importantly, it was easy to get my client used to it.”

Other software Arihant encountered required struggling through 10 or more videos to learn how to use it. In contrast, Privyr managed to hold Arihant’s clients’ attention, as they found the app’s interface simple – even intuitive. After working through a simple tutorial, they could receive their leads through Privyr and proceed with their sales process.

“Most importantly, it was user-friendly,” remembers Arihant. “My clients didn’t feel like they needed to ‘learn’ the software. In fact, some of our clients were already using Privyr, which made the transition even easier.”

Since using Privyr for the past two and a half years, Arihant has also recommended that many of his clients use the CRM as well.

Solution

Follow-up reminders make business easier, and Privyr helps send those reminders.

With Privyr, Arihant was able to save two to three hours per day by automating the sending of his leads to his clients. But that wasn’t the only facet of his sales process that Privyr could help him with. As he attracted more and more leads through his marketing, Arihant was struggling to have quality, personalised interactions with them, especially when it came time to follow up.

“Following up is the most important thing after lead generation. Following up comes before sales,” he asserts. “Maybe for every 10 leads, five are ready to seriously consider buying. But only three pick up the first time.”

Of course, the goal is to engage all interior designers who are in the right condition to buy. However, it often takes multiple outreach and/or follow-up attempts to be successful.

“If you call them and they’re not in a good mood, they’ll say no. Maybe it’s not a good time or they’re in a bad mood. Two days later, they may say yes. But many times, we forget to follow up with the lead.”

To help, Privyr keeps track of those leads, and he can set a reminder for when to follow up next. Then, all Arihant has to do is reach out to the lead when prompted by the notification from Privyr.

Arihant’s Story

Privyr makes it easier to engage and re-engage multiple clients with the right context.

Two and a half years ago, Arihant’s business looked very different. “I was not that aware of the market, and clients were not that aware about me,” he tells Privyr.

Interior design is a rapidly growing opportunity area in India, due to rising incomes, urbanisation, and other factors. Last year, the industry generated an estimated revenue of over US$ 22.2 billion, with a projected 18% CAGR by 2029. As the area grows in popularity, it has become a challenge to stand out from the crowd enough to find qualified leads. This is even more of a challenge if one lives in the tier 1 or 2 cities where Get More Projects has the bulk of its clients.

In order to combat this challenge, Arihant helps his clients grow their businesses, sending them leads and offering other advice about their operations.

Inside Get More Projects’ sales process

The agency’s initial sales process, which may take between a week and a month to complete, looks like this:

• Qualification Call: When Arihant receives new prospects, they first go to a qualifier who gathers information about them, their budget, their floor plans, and when they’d like to start using Get More Projects’ services. From there, the qualifier decides if they’re a good fit to pass on.
  
• Design Call: The prospect then gets an initial call where Get More Projects gets to know them, their expectations, their family, and more about the design that they are looking for.
  
• Quotation Meeting: Get More Projects then advises their client to take the prospect to a quotation meeting. There, both parties will discuss the price of the interior design work needed. Arihant suggests having this meeting in-person rather than over WhatsApp, because this provides more room to negotiate.

To grow his reach, Arihant began investing into Facebook Ads, landing pages, and YouTube videos. While this helped boost his business, he also found himself analysing his existing sales strategy, which his client volume had outgrown. Further, because the nature of his agency involved so many different outreach situations with so many different clients, he needed something to help him more easily keep on top of his communications.

Scaling his agency’s sales process with Privyr

With Privyr, Arihant could use the Notes feature to update each Client Entry with what they spoke about so that he would be ready to re-engage them the next time they spoke, with full context of what they’d spoken about last time.

“Privyr’s Activities Timeline helps to understand what has happened and what offer has been made,” he says. “It helps to maintain the flow of lead history, and to decide if we should move forward with this client or not.”

Because the timeline provided a quick overview of all of the interactions logged with that client, Arihant could also see patterns. These helped him to understand a client’s situation better than any one individual meeting, such as if they were the kind of person who required multiple follow-ups – and were perhaps not so keen at the moment – or who had been very responsive within a short period of time (an indicator that they were very interested).

Results

Privyr saves 2-3 hours a day that I used to spend on manual lead management and my sales process.

At the end of the day, Arihant’s main focus is providing the best possible experience to his agency’s clients. By streamlining the sending of his leads, follow-up reminders and schedule, and activity logging, Privyr has helped him win back two to three hours of his time per day. As a result, he gains time that he can instead spend personally engaging his clients, to further scale his agency.

Also, Privyr has cleared Arihant’s path to further grow his business. While scaling often brings growing pains, Arihant has found Privyr to be a great ally on his quest to help more interior designers in India capture leads of higher quality. He also found that if he ever had a question, Privyr’s support team was standing by, ready to help.

“Privyr’s support team is great. If I message them, within 5-15 minutes, it will be resolved,” he says.

Meanwhile, lead management and engagement – as well as Get More Projects’ overall daily operations – has significantly improved, thanks to Privyr.

“If you’re a marketing agency looking to set up leads for you and your client, Privyr is the best option for you,” says Arihant. “Privyr will help you as an agency and it will help your client as well.”You can learn about Arihant and Get More Projects here, here, and here.

Arihant’s story is just one of many customer successes with Privyr

Looking to scale your agency’s or business’ sales? Privyr can help! Don’t have a Privyr account? Create one here.

For more about how marketing agencies can use Privyr to improve lead engagement and conversion numbers, check out this article about how marketing agencies can help their clients to convert better.

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