GBS is a Peruvian company that provides specialized process and consulting services, and high-level training in…
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.
View similar cases
Payet, Rey, Cauvi, Pérez Abogados
Payet, Rey, Cauvi, Pérez Abogados is a Peruvian law firm leader in business law with more than 20 years of experience.
Cloud
Today demands digital.
From taking a paper form online to automating entire operations...
We provide innovative, scalable, business solutions in the cloud and help you transition to it.