New Tel Systems

Business Services & Other

New Tel Systems

New Tel 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.

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