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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.
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
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)