- Posted by webuters
- On September 25, 2018
- 0 Comments
The Background :
One of our clients was seeking a solution to manage the customer related information and data efficiently. The customer’s aim was to reduce manual work and overcome the challenges to build a long-lasting relationship with their customers. Along with all the mentioned requirements, the client was also looking forward to increase the profit through the correct customer relationship management system.
(a) Initially, it’s just a requirement of CRM but the challenge for our team was to implement the CRM without disturbing the ongoing flow of the information within the organization.
(b) Ease of tracking opportunities and leads, along with efficient and speedy collection of data by sales and marketing teams was a part of requirement.
The Webuters Team Solution
(a) We followed CRM (Customer relationship management) strategy to help the client to build a long lasting relationship with their customers and to help them increase profits.
(b) With the implementation of CRM, now the client’s entire process is handled within CRM, from adding a lead to winning the opportunity.
(c) With CRM the client can make an automatic calculation of gross profit very quickly and without any error.
(d) The client gets the notifications on every stage of the case. It makes him aware of the number of open and closed tickets (cases).
(e) CRM also fetches the emails from support mail address (customer support email address) and creates a support case in CRM with all the relevant information.
The solution helped our client to achieve the following aims:
(a) The CRM data is now driving decisions in the client’s business and has helped the client save a lot of time.
(b) It significantly helped the information flow in the organization as well as improved their relationship with customers.
(c) Automatic gross profit calculation has removed the chances of error.
(d) Customer’s sales and marketing teams are also able to collect more data about current and potential customers within less time.
Team Size – 5