Birthing of Giants

Business Services & Other

Birthing of Giants

Birthing of Giants Inc. was looking to migrate to Zoho CRM platform and automate their current fellowship application and registration process.

The Challenge

Birthing of Giants Inc. was looking to migrate to Zoho CRM platform and automate their current fellowship application and registration process.

The desired CRM solution must use a complex blueprint of automated actions and triggers, modules and fields for BOG to contact and qualify prospects, process fellowship applications and serve as a centralized repository of attachments and activities.

The Solution

We created a new workflow chart and integrated to a Zoho CRM Enterprise instance.

As Zoho CRM Certified consultants with experience in the industry, InterConnecta proposed the customization of a Zoho CRM Enterprise instance following best practices and considering the following components:

- Leads - Contacts - Companies - Deals - History - Activities (Tasks, Calls, Events) - Campaigns - Attachments - Fellowship Qualification Section - Forecasts

The Results

A fully automated lead flow process allowing for various stakeholders and automated requestes between BOG Inc and the prospective regasitrant. Web-to-Lead form integrations - Approval process automation - Opportunity stage management - Acceptance / Rejection email automation & content creation - Slack integration (review automation requirements)

View similar cases

GBS

GBS is a Peruvian consulting company specialized in providing specialized process and consulting services, and…

Learn More →

Development

Custom App Development

Our software development teams have the expertise needed to create custom solutions from the ground up!