Challenges
Being one of largest accommodations providers to corporate people they were facing challenge for sales & marketing department and want to automate support as well to help their customers in form of communicating via calls and emails through an automated process by looping their clients.
Requirements
- Easy to deploy, customize, use, and scale as a company grows
- Sales pipeline automation with email templates
- Proper custom reporting on daily, weekly and monthly basis
- Strong dashboard functionality to continuously monitor growth
- Ease of maintaining contacts and interactions
- Ticket management and automation
- Security of all data
The Solution: Sales, Marketing & Support Automation Vtiger CRM
Quick and Uncomplicated Setup we automate their all process very easy and in a short period of time.
Custom training material to Reduces Training Time
we made custom training material and easy-to-use interface to reduced training time to existing employee and new employee, allowing sales and support managers to start working within day of deployment instead required 1 to 2 weeks of coaching.
Automation is Easy
after detailed study of their requirement and process we quickly roll out complex functionality like sales process automation, reporting, and customer support.
Unparalleled Visibility into Growth
Dashboards and charts provide them visibility into each team performance at a glance, improving the speed, relevance and efficacy.
Workflow and Reporting
with help to workflow we automated their repetitive task so that dependency on reminders is negligible and custom reporting to manage performance of any individuals on daily, weekly and monthly basis.