Implementation of Zoho CRM for lightbox manufacturing

Zoho CRM for the production of lightboxes and modular stands

In today's business environment, effective customer relationship management is a key factor for success. Novodek implemented a basic CRM with another integrator but faced issues when the previous integrator did not provide quality support and maintenance. This led to prolonged delays in resolving management issues.

Zoho is a comprehensive platform for business tools that offers a wide range of applications for managing various aspects of business. It is suitable for enterprises of any size but is particularly popular among small and medium-sized businesses due to its flexibility and affordability.

Client request:

- Conduct an audit of existing business processes and settings.
- Ongoing support and adjustments of the Zoho system.

Solution:

- We allocated an analyst and a developer for full support and development of the client.

Implementation process:

- An audit of processes and existing settings was completed using a checklist of 45 items.
- A plan for automation and settings was developed.
- Chatbot settings on the website were completed.
- Issues with virtual telephony were identified and resolved.
- Automation between the leads and deals modules was developed.
- Adjustments to settings were made after previous contractors.
- Additional metrics were configured in the dashboard.

Results:

- The efficiency of Novodek's sales department has increased.
- Regular development of the system under the manager's guidance.
- Work has significantly improved, and the client receives quality support.

We provide ongoing support and technical assistance to the client on a regular basis. For all questions from managers, the project manager provides answers and helps with additional settings.

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