Because of large chain across India they were facing challenges in managing the sales and marketing department to manage all leads and customer data. They also wanted to manage the reporting system which could be managed from anywhere and accessible through all devices.
- Easy to deploy, customize, use, and scale as a company grows
- Work flow and calendar integration
- Automatic emails to manage followup
- 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 sales data
- Security of all data
The Solution: Sales and Marketing Automation with Vtiger CRM
Easy to deploy and Quick installation
we automate their all process very easy and in a short period of time.
calendar integration and automatic reminders to manage all followups.
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.
Easy Automation Process
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.
Auto 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.