iUM

Case

Company:

«Innovecs»
Software development
Included in the TOP 100 global outsourcing companies
850+ professionals, 9 offices around the world

How did it all begin?

Despite the already large and international sales department, the work was carried out in Google Sheets
Each manager worked accordingly to their own algorithm, there was no standardised process
Presale managers did not have a clear automated process for qualifying a lead. For this reason, sales managers often received inappropriate clients
In the process of selling IT services, there is a lot of communication with the HR department of the company. All communications took place via mail and were unstructured
The documents related to the deal were "scattered" across Google accounts and mail
Sales analytics were collected exclusively in manual mode and were lagging

What was implemented?

Zoho CRM + Zoho Analytics + Zoho Sign

Result:

Collected all processes in a single CRM system: from searching for cold leads to project support and issuing regular invoices
Standardised sales processes, made it mandatory to fill in a specific set of data at each stage of the sale process, which guaranteed high-quality analytics
We implemented complex integration with the recruiting automation system and the personnel management system. It created the possibility to structure the exchange of information with the HR department and minimise email correspondence
Automated collecting of all project documents in the deal card, created a single repository of all relevant documents in CRM
Customized dashboards and reports, which are now used during sales planning meetings

Leave a request to get a consultation and the "TOP 10 mistakes at the stage of CRM implementation" checklist

Other cases

GoIT

In just 3 months, we automated the processes in the educational company and ensured rapid growth