AHU Manufacturer
Citizen Industries upgraded to Zoho CRM for streamlined sales processes, replacing manual spreadsheet tracking. The decision was driven by Zoho CRM’s simplicity, powerful customization, and user-friendly features after evaluating multiple solutions in the market.
Technologies
Zoho CRM
Challanges
The client’s foremost requirement was the development of an appealing, responsive, and user-friendly platform.
They sought a platform with a robust business process workflow system to efficiently oversee customer acquisitions, customer support operations, and financial processes.
The ongoing engagement lacked comprehensive tracking, only capturing deal progress at a stage level.
Solutions
- ASPL collaborated with the Client to demonstrate Zoho CRM capabilities in
Professional and Enterprise editions. - Configured Leads and Deals modules with custom fields and workflows for
optimized processes. - Customization included capturing billing details for closed deals to aid
revenue projection. - Established comprehensive processes for lead, account, and deal
management in Zoho CRM. - Implemented automated tasks and set up reports for efficient tracking of
revenues and sales team productivity.
Business Benefits
- With Zoho CRM, the client provided the sales team valuable insights into the current pipeline and future estimates, leading to a 30% increase in the conversion rate from Lead to Potential Customer.
- The implementation enabled efficient tracking of organizational activities, enhancing overall sales effectiveness.
Why Choose Ashapura Softech?
Dynamic and professional team of expert
Highly cost effective user -centric solutions for all horizon
Extremely process oriented company
Possess the Capability of Producing Most Feasible Solutions
Comfortable, Conductive, Confident and Collaborative Working Environment
Offering Quality and Standard Solutions for Small to Large Business
Everybody Is Hands-on for Quality and Operational Excellence
Consistent With Creating Value for Customers
4.7
5.0
4.5
4.8
4.1
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