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Implementation of the Zoho Bigin CRM system for Protech Solutions Ukraine

Protech Solutions Ukraine is a key player in the Ukrainian market of high-tech medical equipment and furniture.

Challenges:

- Lack of a centralized database of clients and deals.
- Unclear level of efficiency of managers' work.
- Lack of key performance indicators for the sales departments of medical equipment and furniture.

Solutions:

- Data centralization: Creation of a unified database of clients and deals with access rights segregation.
- Process optimization: Implementation of a standard working process for all sales managers through Zoho Bigin.
- Performance monitoring: Establishment of a key performance indicators (KPI) system for the sales departments, allowing tracking and analyzing the efficiency of each manager.

Results:

- Improvement in managers' work: All managers began to work according to a unified process through Zoho Bigin, which increased consistency and efficiency in their work.
- Centralized database: A single database with access rights segregation provided easy access to information and enhanced data security.
- Increase in efficiency: The efficiency of managers' work increased by 15% due to automation and standardization of sales processes.
- Transparency for management: Managers gained access to dashboards with key indicators in Zoho Bigin, allowing better control and management of sales processes.

Conclusion:

The implementation of the Zoho Bigin CRM system at Protech Solutions Ukraine significantly improved sales management, increased the efficiency of managers' work, and provided transparency and control for management. This helped the company strengthen its position in the market and ensure a high level of customer service.

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

#ZohoCRM #ZOHO #analytics
Work details
Added 7 April 2025
144 views
Freelancer
Oleksandr Korskanov
Ukraine Kyiv  3  0

A little busy A little busy
3 Safes completed
On the service 7 years