The company was just starting and just putting business processes in place. The few business processes they had stated were all paper- based.
The management did not have a clear handle on the progress of their different departments from Sales to Invoicing to Technical Support.
We decided upon an approach with the customer the customer to use Zoho CRM and Books as their core business systems. We customized and integrated their Zoho Books and CRM to their requirements.
In our solution we used the processes of the
Systems Development Lifecycle (SDLC):
• We began with requirement gathering to see the processes that each department was doing onpaper. We were able to do this in person by interviewing key staff members.
• We determined what the executives wanted their CRM to become through interviews with thoseexecutives.
• We customized their CRM to current business needs also considering long-term growth andscalability.
• We completely tested the system.
• We trained the staff on their roles regarding the CRM. Training was in person and also virtual via Skype and Zoho Meeting
Thanks to our implementation of Zoho Books and CRM the company had 100% buy-in from their staff; the staff could see the value of the systems in making their work streamlined, more efficient and more professional. The staffs collaboration now is seamless.
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.
Business Analysis (Requirements Gathering, Testing, Training, Documentation), Project Management, Zoho CRM, Zoho Books, Zoho Reports (Business Intelligence), Google for Business
The customer was using another CRM and order processing system that was not working well for them.
They wanted to change to a system that would be more intuitive and do more of the automation and workflows that they wanted. Their data quality had degraded, and they wanted a new way to manage their data and track it that would be simple and easy to use.
We recommended to the client to start afresh in a new account and set everything up, as they want it in a simple, streamlined the CRM and Order Processing design where everything is working, as it should.
We migrated all the customer’s data from their old CRM to their new CRM after doing some scrubbing in the .csv file exports. The migration of the data took a long time because the customer had a lot of data.
Some of the data had to be scrubbed which took time. They also had a lot of Notes in the their data. It is true that the more data you have, the more work it is to import. We developed an Order Processing database application for the client that was custom to their requirements and synced to their CRM. The customer used the Order Processing application to track their inventory and sales by their franchises.
We training the customer’s staff on how to use and administer the CRM. We created training documentation on the CRM and how to use it.
Zoho CRM, Creator, Reports, Motivator
DDS would attend the quarterly planning meetings and observe and take notes on the PMO interactions with Project Managers (PMs). Based on our observations and notes, we would submit these notes to the PMO and use them to come up recommendations for the PMO to give PMs. Additionally, DDS would be able to use the observations to prepare training materials that the PMO could use with PMs.
Delta Data Services LLC (DDS) provided information technology (IT) project management support to the client during the client’s quarterly project planning period. This support enabled the client to better track their decisions during their planning meetings and follow-up with their project leads in order for them to successfully continue the momentum they began during their planning period.
DDS deliverables from the planning period support included:
• Planning period notes with details on the input from PMs
• PM recommendations for how to approach encouraging PMs to be most productive
• PowerPoint of PM training presentations to be used by the PMO in preparing the PMs for leading their projects
Our deliverables assisted the client to implement department-wide prioritization of projects and provide their project managers with additional tools and methodology they required to implement their projects according to their corporate project management standards.
The PMO had some more insight into what happened during the quarterly planning meetings. They could use this insight, the recommendations from DDS based on our observations and the PowerPoint slides we made to better support their PMs to lead prioritize and lead their projects.
Project Management (Recommendations, Develop Training Tools), Business Analysis (Documentation, Meeting Minutes)
We recommended to the client a new Zoho CRM and performed demo of how everything is working as it should.
The Client was happy with their new CRM as it was easy to use and the data was organized. 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.
Zoho CRM, Automation, Web Forms
The clients wanted to get more out of their CRM. Their existing CRM did not have automation and workflows and even the notes were not as searchable and functional as they would have liked. As a result, there were not happy with their work processes using Redtail CRM. The client needed a greater level of flexibility, customization and automation for their current business operations.
The client wanted to migrate to Zoho where they would get more functionality, automation, search capability and flexibility to work with their data. Delta Data Services started by exporting the client’s data out of Redtail. It was exported as a .SQL file. We converted the .SQL file to numerous .csv files. We then reorganized the data in Microsoft (MS) Excel so that the structure of the .csv files matched the format for what would export seamlessly into Zoho CRM. Once this was done, the new structure of the .csv files would match Zoho and the notes, activities would be imported and associated to their respective Prospects and Contacts correctly.
We exported data out of Redtail in .SQL, converted to .csv. In MS Excel, we performed data Scrubbing, data Formatting, data restructuring, all before importing into Zoho CRM. In Redtail, the client’s data was combined together in the export with data from other companies in their parent organization. After exporting, we needed to isolate only the data associated to the client before importing into our client’s new Zoho CRM. This additional preparation was done outside of Redtail in MS Excel before import into Zoho CRM.
The result is that clients has clean, organized data that is specific to their organization alone with the important notes activities and emails all associated to their respective Prospects and Contacts. The client’s data can be automated with workflows, alerts and other automation and their data has high integrity and is reliable.
Business Analysis (Requirement Gathering, Testing, Documentation), Project Management, Zoho CRM, Zoho Analytics, Zoho Project, Zoho Meeting, Microsoft Excel.