CompuWeather

Legal

CompuWeather is a New York-based company that provides forensic weather consulting and analysis. They prepare detailed past weather reports, consulting, and expert witness testimony for legal professionals, insurance companies, and engineers.

CompuWeather was looking to implement a CRM solution for their sales and fulfillment teams, with the objective of creating a streamlined process and centralized database containing contact and account information, sales intelligence, activity logs, and other information generated by the teams.
The CRM instance would be used as a searchable database to quickly find customer data entered by the teams, which would help them build customer cases more efficiently. The CRM would also generate and deliver real-time reports.

InterConnecta customized various CRM modules, which resulted in the achievement of the following:

Centralized tasks and email management
Forms and templates for internal use
Order status tracking
Universal search and easy access to historical data
Use of Zoho CRM's native QuickBooks connector online
Easy lead contact segmentation and grouping
Google Docs integration

A defined and organized sales and fulfillment process automated through the CRM, managing existing sales relationships and new custom orders effectively.