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SEO Services and Link Building
iUM
Case
Company:
How did it all begin?
- All accounting and operative business of managers was carried out in Excel spreadsheet and CRM system with insufficient functionality
- There were no customer and order data warehouses
- There was no order for fulfillment tracking for clients to understand the order status
- Difficulties with feedback were regularly encountered - there was no single access point for processing customer requests
- There was no opportunity to receive governance reporting and make strategic decisions based on them
What was implemented?
Zoho CRM
The client's personal account was created and integrated with the CRM
The client's personal account was created and integrated with the CRM
Result:
- Eliminated the need to maintain Excel spreadsheets, the entire database was concentrated in the one place
- The manager's work was completely automated: information from the order form implies into CRM system, a Client is created, an order is formed and, if the payment is made, the manager immediately accepts the order.
- Increased order processing speed and improved customer service
- Connected recurring payments
- Implemented the ability to receive governance reporting
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