The client’s challenges can be categorized into three parts:
1. Lead Management System
This challenge revolved around the number and quality of incoming leads. While managing it manually, they faced time management issues as the various information associated with the client, like contact number, lead owner, email, and lead status can’t be pulled out quickly and often resulted in a complex business workflow.
2. Duplicity
As they were always dealing with many clients, so managing their contact/lead information also becomes essential to them. But when doing it, they were facing the issues of duplicacy, which was not only taking up their storage but also affecting their employee productivity as they had to invest up their valuable time to search even a bit of information needed at a particular time.
3. Uniformity
Without the integration of AnswerSource with Zoho CRM, they were also facing issues with a uniform number format. This is another crucial aspect while taking orders from different clients, as customized products are always asked for. And due to this wrong number format display, the company faced issues that directly impacted its sales analytics.