Executive Summary:
SIMPLE BN DMCC A consulting firm called DMCC offers clients in a range of industries strategic and commercial solutions. A small but devoted team of experts at the organization assists companies in navigating difficult market issues and expanding their operations. They choose Zoho CRM Plus after months of market research, and with the assistance of Consulting Partner KG CRM Solutions ( Zoho Authorized Partner), they integrated it for their Sales and Support Teams throughout the UAE Region. Right now, they are having 15+ Users in their ZOHO ONE who are using this solution on regular basis and we are providing Support to.
Introduction:
SIMPLE BN DMCC is looking for a less complicated Automated system that could be used by both their Orders management and Analytic Management teams in Middle east regions faced several challenges in managing their clients, leads, and sales activities. They were using Monday CRM to processes for customer relationship management which was time-consuming and resulted in a lack of visibility and accuracy. They are looking for a less complicated CRM system that could be used by both their Sales and Support teams. With their current system based on Monday CRM, it required expensive consulting time each time they wanted to make a change. In addition, their system has proven to be inflexible to meet their needs as the company grows”
Dmitry Krasnogor
Managing Director - SIMPLE BN DMCC
The Business:
Simple BNN is the organisation that Provide is a UAE based consulting which strategies and business solutions to clients across various industries. In addition, they also offer some diplomatic solutions as well like provide Immigration solutions and also take care of other business requirements, such as processing your documentation for company creation in several countries.
The Challenge:
Simple BNN was facing the problems with the management and also with the essential data handling processes. Simple BNN has many obstacles and requirements for its CRM, which is why they need it to be reliable and stable enough to transform raw leads into something they can use effectively. They also wish to link Zoho crm to Zoho books because they use Zoho books as their software for bookkeeping. Hence, if they used Zoho CRM to create a client and processed the customer’s information from deals at the payment step. So, the user can easily build an invoice on the CRM and email it to the customer.
Finding a Solution:
To address these challenges, they contact to KG CRM Solutions, we Introduce ZOHO for Simple BNN DMCC.Zoho provides multiple software’s for the Invoicing and data management
- First They need their staff to Process their orders for this they need a portal where their staff can login and access the orders so for that we provide the 5+ ZOHO ONE user license and provided the valid permission according to client.
- Then we create a Zoho One customer Relationship management tool so they can Manage and store all the customer data and Related Information that they need for the business running process.
- Then we created some Custom buttons and functionalities that help them to keep their data in order.
- We added some workflows that helps them to automats their process.
- We Help to calibrate their Goggle Accounts with their Zoho one accounts for getting a counts and accountability for their customer meetings and Team Briefings.
- We added some workflows that helps them to automats their process.
Beside this they are having various entities and relationship which were require to get a proper management program:
Client :
Rometheme Studio.,
Date :
25 May 2023
Category :
Health insurance
Duration :
3 Years
Finding a Solution:
To address these challenges, they contact to KG CRM Solutions, we Introduce ZOHO for Simple BNN DMCC.Zoho provides multiple software’s for the Invoicing and data management
- First They need their staff to Process their orders for this they need a portal where their staff can login and access the orders so for that we provide the 5+ ZOHO ONE user license and provided the valid permission according to client.
- Then we create a Zoho One customer Relationship management tool so they can Manage and store all the customer data and Related Information that they need for the business running process.
- Then we created some Custom buttons and functionalities that help them to keep their data in order.
Subscription:
Zoho One
Since:
16/01/2023
Team Size:
16
Duration :
2 Months
- We added some workflows that helps them to automats their process.
- We Help to calibrate their Goggle Accounts with their Zoho one accounts for getting a counts and accountability for their customer meetings and Team Briefings.
- We added some workflows that helps them to automats their process.
Beside this they are having various entities and relationship which were require to get a proper management program:
Implementation and Results:
We take several Week to Build new working system After The implementation of Zoho One helped SIMPLE BN DMCC to streamline their sales and customer management processes. The platform provided a centralized view of customer interactions and enabled the sales team to prioritize and follow-up on leads effectively. The reporting and analytics tools provided real-time insights into the sales pipeline and helped the sales team to forecast future sales.
After that we Trained the Staff on Online Stream meetings solve their basic Query about new changes and teach them workflow of data collect into a specific manner so they maximise their reaches.
Other Than Zoho CRM SIMPLE BN DMCC are using Zoho books for the book keeping software and they want to create a link with Zoho crm to Zoho books. So, if they created a customer with Zoho crm and Process customer details from Deals at the Payment stage then. User can create a Invoice Directly on CRM And send it to customer Seamlessly.
In conclusion, the implementation of Zoho for SIMPLE BN DMCC helped the company to overcome their challenges and improve their sales and customer management processes. The platform provided a centralized view of customer interactions, improved sales forecasting, and helped the company to make informed decisions and Automats their Tasked and meeting which is more efficient and reliable then there traditional approaches Using Zoho they definitely see a change in there Quality of Leads Processing System and also with the Engagements with the Clients
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Partner Bio:
KG CRM Solution is the authorized partner of ZOHO, we assist you in your systems and processes and make it easier to manage your clientele, sales revenue, and branding with cutting-edge ZOHO technology. We provide the services like Zoho Consultation and Implementation, Business Automation and Blueprints, Centralized Database and Analytic, Chat-box & Chat-bot Setup, Website development, SEO & Marketing. We don’t only focus on sales and marketing. Our priority is to provide high-quality items that exceed our customers’ expectations. We are dedicated to providing loyalty to our clients and sticking with them till the end. It’s one of the reasons we’ve had a 99% success rate. Over the course of 7+ years, we have gradually widened our horizons and obtained numerous specialties based on the demands of our clients. At KG CRM, we recognize that no two clients are alike, nor are their business demands. That is why we have expanded our services to meet the needs of any business, whether it is an insurance company, healthcare, construction, legal firm, transportation, hotel, educational institute, or real estate.
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4.7/ 5
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Source: Zoho Partner Page