With offices in Los Angeles and CA, the company generates highly qualified and vetted live transfer legal leads! While working with numerous clients, their sales team realized that QuickBooks and Zoho CRM integration was essential to manage their internal processes effectively. We, CRM Masters, integrated QuickBooks with Zoho CRM and Zoho analytics to eliminate the challenges they were experiencing and to ensure complete automation.
Before the desired integration, their sales team used to manage all of their calculation processes in QuickBooks manually. But those were too tedious to carry out they required a more comprehensive solution. With Zoho CRM and Zoho Analytics integration, they were able to manage their lead processes for internal sales teams and also improved their outreach and revenues.
Defining the Lead Management Process internally is crucial to bring all the team members on the same page and preventing chaos and terrible customer experience. With their 20 years of lead generation experience, they specialize in highly qualified and vetted live transfer legal leads. Their business started with debt settlement and real-estate marketing leads and has expanded to the lead industry in more than 50 states today.
The client’s challenges can be categorized into three parts:
Using Quickbooks, they needed to manually update the lead and invoice information which was time-consuming and often resulted in incorrect documentation.
Additionally, multiple invoice entries and updates posed a challenge as well.
They had a business ritual that rewards agents and team lead with a special bonus for capturing the most leads in a week, month, or year. For example- CC Agents were provided with $150 to the maximum lead capturer, followed by $100 and $50. However, managing such different bonuses without a CRM was a big challenge because they had to keep track of who had already received the bonuses and who still needed to. The result became tedious over time, resulting in potentially costly inattentiveness.
As the agents and team leads have to deal with plenty of leads, they were rewarded with various bonuses based on how many maximum leads were captured daily, weekly, and monthly. Nevertheless, since there was no centralized and automated platform to keep them informed of who has received the bonus for what purpose, it was challenging to combat without such an exit.
Further, they needed a module to efficiently distribute vendor discounts provided to them into different invoices according to their preferences.
The client’s challenges can be categorized into three parts:
Using Quickbooks, they needed to manually update the lead and invoice information which was time-consuming and often resulted in incorrect documentation.
Additionally, multiple invoice entries and updates posed a challenge as well.
They had a business ritual that rewards agents and team lead with a special bonus for capturing the most leads in a week, month, or year. For example- CC Agents were provided with $150 to the maximum lead capturer, followed by $100 and $50. However, managing such different bonuses without a CRM was a big challenge because they had to keep track of who had already received the bonuses and who still needed to. The result became tedious over time, resulting in potentially costly inattentiveness.
As the agents and team leads have to deal with plenty of leads, they were rewarded with various bonuses based on how many maximum leads were captured daily, weekly, and monthly. Nevertheless, since there was no centralized and automated platform to keep them informed of who has received the bonus for what purpose, it was challenging to combat without such an exit.
Further, they needed a module to efficiently distribute vendor discounts provided to them into different invoices according to their preferences.
With such fierce competition, you need a business edge and a tech edge simultaneously, as Customer retention is a high-priority challenge for many small to medium-sized businesses. A study even shows that retaining an existing customer is five times costlier than acquiring a new one.
Zoho CRM is an excellent choice for businesses that actively nurture leads and engage with clients via email, live chat, and social media. It helps them with automated reminders and uses assignment rules to ensure that clients receive proper help. With low pricing and customization options available, Zoho CRM rules over other CRM.
CRM Masters provides cutting-edge professional services and always works hard to resolve issues as quickly as possible. In nutshell, we intend that our customers are loved by their customers.
Our experts study the business needs of your organization to identify the most suitable CRM product for your business which can be implemented with minimum customization. In case, you have been losing sales and revenues due to a non-responsive CRM system that fails to add value after the employees leave the premises, we will get that taken care of by customizing the CRM. Also, CRM Masters as a Zoho Premium Partner helps you build your CRM from scratch.
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