New Tel Systems

Business Services & Other

New Tel Systems

NewTel Systems is a leading provider of fully-managed network and business services, voice services and hosting for small and medium sized businesses throughout North America.

The Challenge

  • Implementation of a cloud-based CRM system to manage their commercial process.
  • Reduce the complexity of client’s phone number portability. New Tel’s previous process consisted of salespeople and clients scanning and faxing several documents.

The Solution

  • Implementation of two online forms: An End User License Agreement (EULA) form for quote generation and a Letter of Agreement (LOA) for purchase order generation.
  • Implementation of Zoho CRM and integration with both web forms.
  • Implementation of online Letter of Agreement (LOA) form for purchase order generation.

The Results

  • The integration between Zoho CRM and the EULA form automatically imports data from existing CRM contacts and creates new CRM contact records with the information provided in the EULA form.
  • Users can now generate quotes associating products and create sales opportunities from the information provided in the web form without needing to access Zoho CRM.
  • Users and clients can manage phone number portability through the online forms, saving enormous amounts of time and reducing the use of paper to a minimum.
  • Provided New Tel with a centralized database to track all sales activities for the sales team. Users can create reports and dashboards with the data from both web forms feeding directly into the CRM.

View similar cases

GBS

GBS is a Peruvian consulting company specialized in providing specialized process and consulting services, and…

Learn More →

Development

Custom App Development

Our software development teams have the expertise needed to create custom solutions from the ground up!