Case Studies

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Case Study – CRM

 Case Studies CRM manages all aspects of your business relationships in one central system. It is the most powerful, flexible and easy-to-use customer relationship management systems designed specifically for your business, with powerful workflow, system integration and customization capabilities to make sure it suits your business needs. CRM Services Provider in Singapore

Case Study North Infotech

While operating in a competitive industry, sometimes one has to face some issues like ups and downs in market and their performance as well. For a businessman it’s a common thing and he knows well how to deal with it but in some cases he also feel helpless as he was not able to find out the roots of the problems.

Recently one of our clients who are dealing in Mortgages comes to us with a problem through which he was going through. In his words he had implemented a successful web marketing strategy and was receiving leads daily through different web channels. Initially, the whole process was manual like entry of the leads into CRM system for follow up. Everything was going well but after sometime he found that there was a drop in output and even mismanagement of leads. His concern was regarding business output.

After getting his concerns we had gone through the process and found that this process was time consuming and chances of error was more like uncaptured data, consumption of valuable time of consultants in the process of data entry because of inflexibility of CRM. The precious time of some consultants was consumed in manual process of data entry etc. In less time they have to manage the entry as well as their management and when no. of leads are in huge amount then all got messed up and mismanagement happened. As a result, the business was unable to keep pace with the quantity of leads.

By keeping the concern on priority we created a simple program which took the data from the website, and automatically placed it into the CRM system. Depending on the enquiry type and customer preferences we created or updated records for sales opportunities, and assigned them to the appropriate sales consultant.

This included prioritising leads based on flexible business rules which could be changed by the client at will. As new campaigns were created, the client simply flagged the business rules to be applied to the lead prior to start – ensuring that all leads generated were correctly processed.

All leads coming from the different marketing campaign were instantly and automatically entered into the CRM system. The error-free and appropriate entry also confirmed that all data was captured that the client required.

Marketing leads generated by specific Google Adwords campaigns could be flagged as such, allowing the marketing and communications team the ability to measure the campaign using the facilities provided by the CRM.

After the successful implementation of the system, the client has continued to process high volumes of daily leads and has successfully launched and tracked many more web campaigns. All of the details of the campaign are safely stored inside the CRM system for analysis.

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