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.

The Challenge

  • 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.

The Solution

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

The Results

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

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