Delta Data Services LLC

Medium Sized Business Paper Based to Digital 

Problem

Our Client was a startup business. They had no formal process in place and were using a paper-based, analog tracking and record keeping system. 

Management did not have a clear handle on the progress of their different departments from Sales to Invoicing to Technical Support.

Approach

After reviewing their paper-invoicing approach to business, we migrated all their data and workflow to Zoho CRM and Books as their core business systems. We customized and integrated Zoho Books and CRM to fit their specific business needs.

Solution  

We used THE SYSTEMS DEVELOPMENT LIFECYCLE (SDLC):

We interviewed key staff members to gain better understanding of their paper-based process and glean information about best practices to accomplish their goals.

We analyzed what the client's Executives and learned what they wanted in a CRM.

We confirgured a CRM to those needs factoring in long-term growth and scalability. 

We road-tested the new process system.

We trained the staff on their roles as defined in the CRM. Training was both in-person and virtual via Skype and Zoho Meeting.

Results

Thanks to our finess with the implementation of Zoho Books and CRM, our client's staff could see the value of the new system and were 100% on board with the new changes. They agreed that upgrading to a digital software business system made their jobs more streamlined, efficient, seamless and professional. 


The Executives lauded our work saying, "Zoho’s integration into our company has turned our business around! Our sales are excellent and our customer satisfaction ratings are very high." 


The Executives now have the reports they need from their CRM to be able to make critical business decisions.

Tools

Business Analysis (Requirements Gathering, Testing, Training, Documentation), Project Management, Zoho CRM, Zoho Books, Zoho Reports (Business Intelligence), Google for Business.

Testimonial