WooCommerce Website Implementation for Digital Consulting Agency

Website offering on-premise and digital courses in 6 regions, syncing orders with pipedrive. Invoices automatically generated in xero with help of zapier.

Client

Story IQ Ltd

Industry

Business Coaching

Country

Singapore

Project Duration

10 weeks

Release date

2020

Website selling in-person and virtual classes in data visualization. Services offered in 6 regions and 6 currencies. WooCommerce handling signups, availability and payments. Orders sync with pipedrive and invoices are automatically created in Xero thru zapier.

Designs by the Matterhorn Digital agency.

Challenges

  • courses have limited seats that require tracking
  • different courses in different languages and currencies
  • manual invoices are tedious and result in human error or missed opportunities
  • manual tracking of free seats is erroneous

Goals

  • create a website showcasing the full offering and team
  • create an ecommerce solution to enable online signups and payments
  • track free seats
  • sync orders with pipedrive CRM
  • trigger invoicing in Xero

Results

  • new woocommerce website covering all 6 regions
  • zapier based automation to sync orders with pipedrive
  • zapier based automation to generate invoices based on approved signups in pipedrive
  • sales reports for each region and currency

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