CRM for visa services HotVisa
Transition from HubSpot to Zoho One for HotVisa
Company: HotVisa.
Client's website: https://www.hotvisa.com.ua/
HotVisa specializes in providing visa services, helping clients obtain visas to the USA, the UK, Canada, Australia, Japan, and South Korea. They offer a personalized approach to each client, analyzing their situation and selecting the appropriate type of visa. With 15 years of experience and a high level of professionalism, the company has achieved a 98% success rate in visa approvals.
The client reached out with a request to find an alternative to HubSpot.
The client was using the HubSpot system and had a large amount of data in the system. Due to the lack of certain capabilities in automation, reporting, and the high cost of the subscription, the client turned to us for help in finding a more powerful CRM alternative.
This project required speed and professionalism, as the HubSpot subscription was ending by the end of the year, and we needed to quickly transition to a new system.
What did we do and how did the transition process to the new system unfold?
- We analyzed the existing HubSpot settings.
- Conducted in-depth interviews to analyze the business processes of the sales department.
- Conducted in-depth interviews to analyze the business processes of the support department (accounting).
- We described the process in a simple document and developed a "map" for the transition to the new system with clear dates. The challenge was that the system needed to be launched on January 2nd to start collecting analytics in the new system.
- Configured the system according to the client's processes.
- Integrated the website so that all inquiries went into the CRM with UTM tags.
- Integrated telephony so that all calls were recorded.
- Set up key performance indicators for the sales and accounting departments.
- Configured advanced analytics on the Zoho Analytics platform.
- Integrated the Send Pulse system so that inquiries from Instagram went into Zoho CRM.
- We developed a custom interface design for managers.
- Set up client database security so that no one could delete or export data.
- Conducted training on working in the system for all employees and the manager.
Result:
The client received a convenient and functional system for scaling sales and marketing.
Thus, managers have a convenient program for managing their client database, planning reminders, while the manager can control their department based on numbers and plan scaling.
What difficulties arose during the project?
- It was necessary to transfer hundreds of thousands of records into the system at the time of launch.
- For this, we wrote a software script that transfers data, but the transfer itself took several days, which required a clear start date to "switch" from one system to another.
- During the transfer, the connection was interrupted several times due to system limits, but our development team handled the task.
Why does the client need a CRM?
A CRM system in the sales department helps ensure organization, automation, and analytics of processes, which ultimately leads to increased team efficiency.
Why choose us for collaboration?
- We work for results.
- We apply the methodology from simple to complex in processes.
- We develop solutions thinking about people first.
- Experience from hundreds of projects gives us great insight, allowing us to solve your tasks with expectations exceeded at 11 out of 10.
#ZohoCRM #ZOHO #analytics
Company: HotVisa.
Client's website: https://www.hotvisa.com.ua/
HotVisa specializes in providing visa services, helping clients obtain visas to the USA, the UK, Canada, Australia, Japan, and South Korea. They offer a personalized approach to each client, analyzing their situation and selecting the appropriate type of visa. With 15 years of experience and a high level of professionalism, the company has achieved a 98% success rate in visa approvals.
The client reached out with a request to find an alternative to HubSpot.
The client was using the HubSpot system and had a large amount of data in the system. Due to the lack of certain capabilities in automation, reporting, and the high cost of the subscription, the client turned to us for help in finding a more powerful CRM alternative.
This project required speed and professionalism, as the HubSpot subscription was ending by the end of the year, and we needed to quickly transition to a new system.
What did we do and how did the transition process to the new system unfold?
- We analyzed the existing HubSpot settings.
- Conducted in-depth interviews to analyze the business processes of the sales department.
- Conducted in-depth interviews to analyze the business processes of the support department (accounting).
- We described the process in a simple document and developed a "map" for the transition to the new system with clear dates. The challenge was that the system needed to be launched on January 2nd to start collecting analytics in the new system.
- Configured the system according to the client's processes.
- Integrated the website so that all inquiries went into the CRM with UTM tags.
- Integrated telephony so that all calls were recorded.
- Set up key performance indicators for the sales and accounting departments.
- Configured advanced analytics on the Zoho Analytics platform.
- Integrated the Send Pulse system so that inquiries from Instagram went into Zoho CRM.
- We developed a custom interface design for managers.
- Set up client database security so that no one could delete or export data.
- Conducted training on working in the system for all employees and the manager.
Result:
The client received a convenient and functional system for scaling sales and marketing.
Thus, managers have a convenient program for managing their client database, planning reminders, while the manager can control their department based on numbers and plan scaling.
What difficulties arose during the project?
- It was necessary to transfer hundreds of thousands of records into the system at the time of launch.
- For this, we wrote a software script that transfers data, but the transfer itself took several days, which required a clear start date to "switch" from one system to another.
- During the transfer, the connection was interrupted several times due to system limits, but our development team handled the task.
Why does the client need a CRM?
A CRM system in the sales department helps ensure organization, automation, and analytics of processes, which ultimately leads to increased team efficiency.
Why choose us for collaboration?
- We work for results.
- We apply the methodology from simple to complex in processes.
- We develop solutions thinking about people first.
- Experience from hundreds of projects gives us great insight, allowing us to solve your tasks with expectations exceeded at 11 out of 10.
#ZohoCRM #ZOHO #analytics
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