Operations
Case Study Of Removals And Storage Company In UK
Industry
Relocation
Business Type
B2C (Business to Customer)
Technology
Zoho CRM, Zoho Desk, Zoho Books, Zoho SalesIQ,
Zoho Project, Zoho Vault, Zoho Connect, PHP/Laravel, MySQL, WordPress, AWS
Location
United Kingdom
Project Background
Our client’s journey began in 2008 when they established a London-based removals and storage company amidst one of the most challenging economic crises. Despite these adverse circumstances, they persevered, crafting a resilient business model. Their dedicated team, comprised of seasoned professionals, offers a comprehensive suite of services, spanning from packing to thorough cleaning, all aimed at delivering a seamless and stress-free house-moving experience for their customers. Committed to ensuring customer satisfaction, our client goes the extra mile by maintaining comprehensive coverage through Goods in Transit and Public Liability insurance, ensuring the protection of their customers’ belongings throughout the entire moving process.
In order to streamline and automate their customer onboarding procedure, they searched for a solution. Additionally, they were looking for a system that could step-up and improve the efficiency of their internal operations, including data sharing, internal management, accounting, etc. We recommended ZOHO One to them after evaluate their business requirements, and implemented it for their company with 10 users. For them to manage their business activities, Zoho CRM, Zoho Desk, Zoho SalesIQ (Answer BOT and Zoho BOT), and Zoho Email Service were introduced.
Additionally, they began utilizing ZOHO Project for internal administration, ZOHO Vault for credential sharing, and ZOHO Books for accounting. Customized CRM built on Laravel was developed for an excellent user experience so that the licensing cost is not impacted as the business grows.
Business Problems
Lack of an Effective Website
The absence of an efficient website was probably a obstacle to their marketing endeavors, hindering their ability to reach a wider audience and showcase their services effectively.
Data Storage Challenges
Our client struggling with difficulties associated with storing and managing client data efficiently. Their existing system fell short in providing the necessary organization and accessibility.
Manual Data Management
Relying on manual data management via spreadsheets resulted in time-consuming processes and exposed them to the risk of human errors, potentially affecting the quality of their service.
Communication Issues
Challenges in sending SMS and emails to their customers were impeding their ability to maintain clear and timely communication with their client base.
Business Objectives
Our Solutions
Implementation
Website Development
To address the need for an effective online presence, we helped them in developing a professional website that not only served as a marketing tool but also streamlined various business processes.
Data Management with Milly
To overcome data storage challenges other than Zoho CRM, we helped our client to migrate data in the third-party application ‘Milly,’ which resulted in comprehensive solution for efficient data management.
Payment Gateway Enhancement
We tackled their payment gateway issues, ensuring a smoother and more secure payment experience for their customers directly through the website.
Customer Data Management with Zoho CRM
We streamlined customer data management by implementing Zoho CRM, improving data accessibility and organization.
Zoho CRM
Important part of their customer relationship management efforts. This allowed them to nurture leads, manage client interactions, and streamline their sales processes effectively.
Zoho SalesIQ
Zoho SalesIQ provides valuable insights and tools for lead generation and conversion. This tool aims to fulfill their sales endeavors which results in increased revenue.
Zoho Project
For their internal team management and project coordination, Zoho Project is the go-to platform. It facilitated task management, project tracking, and team collaboration.
Zoho Connect
For their efficient task delegation and team communication became a reality with Zoho Connect, ensuring seamless coordination across departments.
Zoho Cliq
Real-time team collaboration and meetings were made easy with Zoho Cliq, fostering productive discussions and task coordination
Zoho Vault
We helped them prioritize their data security by using Zoho Vault for securely sharing sensitive credentials among team members.
Zoho Books
For meticulous accounting and financial management, we helped them with Zoho Books to maintain financial clarity and accuracy.
Integrations
Typeform with Milly
The integration of a feedback form with ‘Milly’ allowed customers to leave feedback and help our client to analyze for continuous improvement.
Stonely with Clientportal
The integration of ‘Stonely’ with the client portal provided customers with a step-by-step guide to the services offered, enhancing their understanding and experience.
Zoho CRM with Milly
Seamless data transfer from Zoho CRM to the third-party app ‘Milly’ ensured data consistency and accessibility.
Zoho CRM with Clientportal
Integration with the client portal enhanced customer service by providing a better understanding of services offered.
Stripe with Website
Integration of Stripe payment with the client’s website facilitated convenient and secure online payments.
Impact Of Our Solutions
We have addressed our client with solution for their required needs:
Efficient Data Storage
Our solutions led to significant improvements in data storage and management, ensuring that critical information was readily accessible and well-organized.
Streamlined Payment Gateway
The resolution of payment gateway issues resulted in a smoother and more secure transaction process, boosting customer confidence.
Proper Data Management
Through automation and organization, we successfully addressed the challenges associated with manual data management, reducing the risk of errors and inefficiencies.
Customer Data in Third-party Application
The implementation of a robust system for maintaining customer data within the third-party application streamlined processes and improved data integrity.
Results
We have successfully addressed all the business requirements for our client, giving them the best solution for their business needs, the results of which are listed below:
Acheived smoother & more reliable payment process.
Enhanced marketing strategy.
CRM on Laravel saved the sales team licensing costs.
98-99%
Notable improvement in data management.
95-97%
Accomplished customer satisfaction
About CRM Masters
CRM Masters Infotech is a leading CRM Consultant based in India, UK, UAE, and USA. We specialize in providing customized CRM solutions for unique business needs & helping them increase their productivity. Our team of certified, experienced, and expert developers is dedicated to creating the most innovative and effective solutions for our clients and their business needs.
