GBS is a Peruvian consulting company specialized in providing specialized process and consulting services, and…
Legal
Compuweather
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 the following CRM modules: Leads, Contacts,
Accounts, Deals, Orders, Quotes, Invoices, Reports.
The following was customized
- Centralized task / event / email management.
- The creation of an Orders module / form and template for internal use.
- Order status tracking
- Universal search and easy access to historical data
- Use of Zoho CRM's native QuickBooks connector, only for QB online:
https://www.zoho.com/crm/help/...
- Easy lead / contact segmentation and grouping
- Google Docs integration
The Results
A defined and organized sales & fulfillment process automated through the CRM managing existing sales relationships and new custom orders effectively.
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