About
General information about our client's business: Our client handles laundry lockers business in Australia and needed business processesautomation, integration with third-party systems and staff training.
Which client's business problems we defined:
- All workflows were manual and that caused a waste of time in solving routine cases,which prevented the business from taking to a new level;
- Leads funnels were unclear that caused chaotic sales;
- Leads have waited for an email response on average 1.5 hours;
- Our client has already had an unsuccessful session of work with Zoho because lack ofwell-organized customization.
What we implemented:
- Automate Leads funnel from the website;
- Created and implemented Lead statuses system;
- Created a follow up system for Leads due to their Lead status;
- Automated Leads creation from the filled JotForms;
- Implemented telephony and SMS service;
- Created Vidget for reading Inbox and Sent sms from one place;
- Created and implemented Leads creating system from the Gmail Inbox letters;
- Implemented Zoho Sales IQ for website analytics;
- Integrated Gmail to the Zoho CRM;
- Automated Quotes generating process;
- Xero and Zoho synchronization;
- Implemented dashboards with marketing and lead generation analytics;
- Created and implemented notifications for users due to Deal stages.
