The full details of this project will be given in private:
Phase 1: Website
(the website is already designed and we have the psd file)
Pages/ Menu: About us | Menu | Events | Blog | Sign-in
Phase 2: CRM
FRONT END (Customer Use)
Website
(1) Customer sign-up
First Name, email, mobile, birth date <<Join>> (emails go into [login to view URL] account, numbers go into [login to view URL] account)
Customer receives email and must click on confirmation link
they can complete their profile (anytime on website): last name, sex, favorite drink, favorite dish, favorite music, favorite interest, mailing address, twitter, instagram, facebook, yelp pages
Customer can opt to have their member card mail to them or held at the restaurant for pick-up
(2) Customer sign-in
enter either email address or vip card number and password
(3) My account
Customer profile
Loyalty points
total savings to date with “membership Card”
Quicker reservations after signing in
My Events
IPAD
Customer can view menu at the restaurant
customer can call the server
Communication
- Review: customer receives an automated “experience” review request via email within 24 hrs after dining
- Automated email sent 30 days, 7 days before customers birthday, and on day of the birthday
- Automated email send to customers who haven’t been back in 45 days
BACK END (ADMIN)
Each admin user will have a user name and password
Level 1 (general staff access)
(1) Customer information
Ability to see, add and edit customer profile by entering either their gold card number, email address or phone number
Ability to add special notes to a customer (the customer will not be able to see the notes)
See customer history (Date & time of previous visits, total amount spent, number of guests, tips, total discounts, take-out order, delivery orders)
total loyalty points
Level two (data entry)
Level 1 access plus ability to “edit” and “input” customer history (Date & time of previous visits, select “server” name from drop down menu, total amount spent, time & date of dinner, number of guests, tips, total discounts)
ability to classify account as lead | customer | special | vip | Business
Management Staff access
Ability to run full history reports
Ability to run analytic reports
Ability to export to spreadsheets
Ability to add/ delete new admin users and assign access levels
NOTES
(1) Complete “My Suede” profile fields
First name | Last name
Email address
mailing address
password | Change password
mobile
mailing address
sex
favorite drink
favorite dish
favorite music (select from down arrow menu: reggae, soca, hip hop, r&b, jazz, gospel, other)
Favorite interest (select from down arrow menu: fashion, comedy, dining, networking, partying, exercising, networking, tv, sports)
social media pages: twitter, instagram, facebook, yelp
(2) Loyalty Points
100 points: free drink | 300 points: free appetizer | 500 points: free entre
customer get 1 point for each dollar spent under his/ her “My Suede card” (spending does not include tax & tips)
Customer get 5 points (per visit) for sharing/ checking in with twitter, facebook, yelp, and instagram
50 points for answering the automated “review request” (questionnaire)
customer gets 100 points for completing their “my suede [login to view URL] (this will be automated)
Points will be added manually daily until we’re able to automatically sync pos with CRM software
(3) Reservations
3A. Guest
A Table for “number of guests from down arrow” | Date: “Today” is default | Time (see [login to view URL]
they have to enter their name, email, mobile number
is this a birthday? Yes | No. if yes is selected please enter birthday name
space for special requests to be entered
confirmation emailed
(4) Review Questionnaire
(after a customer dines, they will receive an automated email with the following questions)
(5) History & Analytic Reports