Business Scenario
A market research agency fields project enquiries through WhatsApp after a proposal deadline reminder, Instagram messages responding to published insights, and Facebook Messenger questions about study methodology. Without a shared system, RFP responses sit with individual analysts, fieldwork timelines slip past client deadlines, and leadership cannot see which industry sector or channel is generating the most commissioned studies.
How Chronex360 Helps
- Capture project enquiries: inbound WhatsApp, Instagram and Facebook conversations automatically create or update the client record with the full exchange preserved.
- Segment by study type: use Lead Sources and tags to separate quantitative surveys, qualitative research, syndicated studies and custom brand-tracking requests.
- Assign to the right analyst: route leads manually by sector expertise or use round-robin assignment so proposal requests reach an available researcher quickly.
- Scope faster: WhatsApp Chatflows can capture study objectives, sample size and timeline through quick replies before a scoping call is booked.
- Track proposal deadlines: create tasks and schedules for proposal submission, fieldwork kickoff and reporting dates, with overdue items flagged on the team board.
- Keep one client history: notes, calls, emails and social messages sit in a single timeline so any analyst can pick up a client relationship with context.
How This Can Support Revenue Growth & Better Management
For a Market Research agency, business-development staff can capture study objectives, target sample and budget signal at first contact, tag the opportunity by sector, assign it to the analyst with the closest expertise, and schedule proposal deadlines without losing momentum.
Leadership can separate new RFP enquiries from those in active scoping, monitor analyst response times and proposal win rates, and identify high-value studies that risk missing submission deadlines.
The goal is to win more commissioned studies, keep repeat clients engaged for tracking work, and give management visibility into pipeline health by sector and study type. A conversation becomes a lead with an owner, a deadline and a documented path to a signed study.
- A prospective client messages on WhatsApp after seeing a deadline reminder, or opens a DM from an Instagram or Facebook insights post.
- Chronex360 records the enquiry and source, making it visible to the business-development team.
- The lead is assigned to an analyst; a Chatflow can pre-capture objectives and sample requirements before the scoping call.
- The analyst reviews the conversation, prepares the proposal, and schedules the next milestone as a task.
- The opportunity moves through statuses such as New → Scoping → Proposal Sent → Commissioned (agencies configure their own pipeline).
- Leadership reviews pipeline by sector, response times and proposal-to-commission conversion.
Implementation boundary: Respondent-level survey data and panel information carry privacy obligations and should be managed in dedicated research data-collection and anonymization systems, separate from the CRM's client-relationship tracking.
KPIs to Track in Chronex360
- Leads by source and sector
- First-response time
- Scoping calls booked
- Proposal turnaround
- Proposal-to-commission conversion
- Pipeline by analyst