The company is focused on providing solutions for clients who want to transition to using renewable energy and energy storage in their homes or facilities. Working with myriad clients made them feel the need for CRM integration to better manage the different stages of their business. We at CRM Masters implemented Zoho CRM, Zoho Ecosystem, Zoho Sales IQ, Zoho Forms, Zoho Analytics, Zoho Campaigns, and Zoho Desk to ensure complete automation while eradicating all the challenges they were facing.
Before implementing the above-mentioned Zoho Ecosystem, they used to manage all of their business processes through Bitrix24 only. But those were too tedious and expensive with it that they required a more comprehensive solution. Zoho Applications didn’t only provide them with the solutions to their specific needs and priorities but also improved their outreach and revenues.
As a full-service company, they assist clients in making the transition to clean, renewable energy sources. Their team of experts offers a range of solutions including solar panel installation, LED lighting, EV charging, and energy storage systems.
Besides finding renewable energy solutions tailored to their client’s specific needs and budgets, they also help them reduce their dependency on fossil fuels, lower their carbon footprint, and save money on their energy expenses.
The client’s challenges can be categorized into three parts:
This challenge revolved around the inaccurate tracking and management of the leads with Bitrix24. Without the proper organization and management, leads were easily getting lost or forgotten, resulting in missed opportunities and lower conversion rates. It was also posing difficulty to get a complete picture of the sales process and the performance of the sales team.
We all know that Email campaigning can be an effective way to reach and engage a large audience, but with Bitrix24 they were facing challenges such as designing effective emails, segmenting and targeting email lists, and ensuring deliverability.
Therefore, they could not accurately measure and track its performance.
Analyzing social media reports can be helpful for companies as it can help them stay up-to-date on industry trends and see how they compare to their competitors. But with Bitrix24 the company faced several potential challenges from gathering data from multiple social media platforms to visualizing and presenting data, and from automating report generation to integrating data with other systems.
To resolve the challenges faced by the company, we implemented Zoho CRM, Zoho Sales IQ, Zoho Forms, Zoho Analytics, Zoho Campaigns, and Zoho Desk for them to automate and optimize various business processes, which are listed below:
Given the client’s requirements, significant changes were made, and desired results were seen.
The Zoho Ecosystem is a collection of business applications that can help you automate and streamline various aspects of your business operations. These applications cover many business functions, including customer relationship management (CRM), project management, invoicing, finance, marketing, and more. Using the Zoho ecosystem, you can manage your business more efficiently and effectively, increasing productivity and profitability.
You can also integrate the Zoho applications with other tools and platforms you use in your business, such as your website, email, or social media. This gives you a complete and cohesive view of your business data and processes.
At CRM Masters- A premium Zoho Partner, we offer comprehensive Zoho services. We intend our clients to be loved by their customers, so we ensure that we work closely with the client’s requirements to pitch Zoho’s services accordingly. Good contact management ensures that your firm enjoys a smooth implementation process.
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