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Clients & Testimonials » Case Studies

  • Salesforce Migration and Web Forms Project
  • Set Up New CRM and Migrate from Old CRM Project
  • Paper-Based to Zoho CRM Integration
  • Set Up New CRM and Critical ‘Board’ Report Project
  • Training Executive Team and Users and User Reference Guide
  • Custom Inventory Template Project
  • Zoho System Start Up Training and Advice
  • Customizing Views and Importing Data, Reports and Training
  • Data Scrubbing Project
Salesforce Migration and Web Forms Project

Problem

The client was not happy with their Salesforce CRM. It was difficult to use and the data was messy. Salesforce is expensive as are the consultants. The manager believed he could do better with another CRM and with a better CRM design.

Solution

After we performed a demo of Zoho CRM for the client, they decided to migrate from Salesforce to Zoho CRM. We assisted them with cleaning up and uploading the .csv files that were downloaded from Salesforce. During this process, we also recommended ways for them to adjust their CRM so that it would be scalable. They were impressed by how our customizations made a lot more sense to their business than what they had set up in Salesforce.

We also created web forms for them that they embedded into their Joomla website. Data entered into the forms automatically populated fields in their CRM. We also set up workflows for them so that when a form is submitted by a visitor to their website, various functions like sending emails or tasks to the sales staff to alert them that a new form had been submitted. The client was pleased with the web forms and workflows because they kept the sales team on their feet, given no reason not to follow up on any Lead that came into the CRM.

Tools

Zoho CRM, Automation, Web Forms

Set Up New CRM and Migrate from Old CRM Project
Paper-Based to Zoho CRM Integration
Set Up New CRM and Critical ‘Board’ Report Project
Training Executive Team and Users and User Reference Guide
Custom Inventory Template Project
Zoho System Start Up Training and Advice
Customizing Views and Importing Data, Reports and Training
Data Scrubbing Project