GBS is a Peruvian consulting company specialized in providing specialized process and consulting services, and high-level training in information technologies with over 15 years of experience.

The Challenge

  • Optimization of their Zoho CRM platform with a focus in increasing visibility and obtaining real-time information over their sales activities.
  • Obtain better control over project management after securing a sale with real-time visibility of the state of projects via reports and dashboard.
  • Manage their H.R.
  • Optimize process and information flows for the Commercial, Customer Support and Human Resources departments.

The Solution

  • Implementation of Zoho One to improve the company’s commercial and management processes.
  • Creation of a workflow centered on Sales Opportunities and daily task tracking for the Sales Department.
  • Configuration of reports and dashboards for Management to track the Sales Department’s activities for better decision making based on key indicators.
  • Configuration of Zoho Projects for a real-time monitorization of task management.
  • Full analysis of their Commercial, Customer Support and Human Resources processes and creation of new workflows for each area using the newly implemented Zoho applications.

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