Needed to keep information of the visitors to the Community Resource Center. Also, needed to create an online form to collect information from visitors.
Implemented a customized CRM for the Wyandanch Community Resource Center in order to keep records of the visitors. Created an online form that feeds directly to the CRM.
They are able to communicate with the people who signed up to the program utilizing a single CRM platform. People interested in participating in the different development programs are able to sign up using an online form.
Create a secure and automated way of capturing Loan applications and having them feed directly into Zoho CRM.
Allowing management to track incoming loan applications and redistribute accounts to sales team in less than a minute via mobile devices.
Create multiple APIs to allow for real time interactive communication with various banking institutions and a seamless loan application. API to allow for various Loan options to be automatically submitted back into the CRM based on proprietary loan algorithms.
Integrate a synchronized marketing automation platform (Zoho Campaigns) to initiate custom lead generation and customer nurture / management campaigns with real time visible CTR (Click-through rate) reporting.
InterConnecta created custom web based forms that feed directly into the CRM. This includes: multiple document submissions, Java based electronic signature capabilities and automatic contract generation that meet banking requirements and document specifications.
Restructure the CRM mobile configuration and white list IPs in order to increase Lead delivery speed to the CRM and push to the mobile platform for management. Managers then receive an immediate email notification with link to the mobile application. Lead owner reassignment only takes one click allowing for immediate assignment to the sales representative.
JSON based API’s automatically allow for bi-directional data transfer between United Capital CRM and custom Bank applications allowing for: Loan application review, pre-approval, Loan options and contracts to be delivered directly to the applicant's record inside the CRM.
Streamlined real time communication with banks and loan applicants directly via the CRM avoids hundreds of man hours previously spent on processing. First 3 weeks in function allowed for more than 1700 real time applications received flawlessly.
Most car dealerships in Peru don't have a system in place for customer acquisition. They are currently using spreadsheets to monitor their leads. Management does not have real time visibility to the sales activities of their teams and reporting is inefficient.
Implement a CRM instance to integrate a marketing and sales process. Include autoresponders, workflow automation for lead assignment and reporting. Implement a digital marketing strategy to capture leads from the internet and increase database size.
Dealerships will be able to reduce customer acquisition cycle and automate sales process. Reduce and measure marketing initiatives.
Be able to capture applications via the internet. Implement a new tenant onboarding process in a customized CRM to optimize time and resources. Create a tenant support site to request service from building management using web forms.
Implemented a customized CRM for applicants, tenants and building management. The CRM was provisioned with automated workflows for immediate notification of all parties involved in the process. Implemented online forms in order to capture new applications. Service requests were also implemented using online forms.
They are able to monitor tenant's activity using a single CRM platform. The automated workflows helps them reduce time in communicating tasks to the different people involved in the process. They are also able to receive and approve online applications.