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We at Everyday Consultants are excited to present a detailed case study of our collaboration with Subhashish Developers, a leading real estate developer. As they navigated through a period of substantial growth, the need for a powerful Customer Relationship Management (CRM) system became paramount. Recognizing our expertise in business solutions, Subhashish Developers chose us as their partner for this strategic digital transformation.
This case study delves into the challenges we faced, the innovative solutions we provided, and the tangible benefits Subhashish Developers gained through the implementation of Zoho CRM. We invite you to read on and explore the impact of our successful partnership.
The Challenges
Subhashish Developers, amid a period of growth, faced the challenge of efficiently capturing and managing leads from a variety of sources such as website inquiries, social media interactions, and referrals. The task was becoming increasingly demanding and their existing processes were unable to keep pace. Additionally, they grappled with a fragmented customer communication process. This disjointed system led to significant delays in responding to customer queries and inconsistencies in follow-up communications, ultimately impacting their customer relationship management.
Another major concern was the lack of visibility into their sales pipeline. Subhashish Developers required a more robust system that could provide clear insights into the status of each project and property unit, thereby enhancing their forecasting accuracy and decision-making capabilities. On top of these operational challenges, they also had to address critical data security issues. With sensitive customer data and crucial project information at stake, ensuring stringent data security measures and access control became paramount for the company.
Another major concern was the lack of visibility into their sales pipeline. Subhashish Developers required a more robust system that could provide clear insights into the status of each project and property unit, thereby enhancing their forecasting accuracy and decision-making capabilities. On top of these operational challenges, they also had to address critical data security issues. With sensitive customer data and crucial project information at stake, ensuring stringent data security measures and access control became paramount for the company.
What did
Everyday Consultants do
Everyday Consultants employed Zoho CRM to counter the challenges faced by Subhashish Developers and enhance their sales and customer management operations. To begin with, we configured Zoho CRM to automatically capture, categorize, and assign leads from various sources, thereby streamlining the lead management process. Alongside this, we designed customized workflows that automated various tasks such as follow-ups, email notifications, and appointment scheduling. This ensured that no lead or opportunity fell through the cracks, enhancing overall efficiency.
Secondly, we leveraged Zoho CRM’s capabilities to enable real-time tracking of project status, property availability, and sales progress. This empowered the Subhashish Developers’ team to make informed decisions based on accurate and up-to-date information. Simultaneously, we addressed the critical issue of data security and access control. We implemented robust user access controls and data encryption measures to protect sensitive customer and project data, ensuring compliance with data privacy regulations.
Lastly, we utilized Zoho CRM’s reporting and analytics tools to provide valuable insights into customer behavior and sales performance. These insights were instrumental in shaping strategies for customer engagement and sales growth, ultimately contributing to Subhashish Developers’ business success.
Secondly, we leveraged Zoho CRM’s capabilities to enable real-time tracking of project status, property availability, and sales progress. This empowered the Subhashish Developers’ team to make informed decisions based on accurate and up-to-date information. Simultaneously, we addressed the critical issue of data security and access control. We implemented robust user access controls and data encryption measures to protect sensitive customer and project data, ensuring compliance with data privacy regulations.
Lastly, we utilized Zoho CRM’s reporting and analytics tools to provide valuable insights into customer behavior and sales performance. These insights were instrumental in shaping strategies for customer engagement and sales growth, ultimately contributing to Subhashish Developers’ business success.
The Results
- Improved Lead Conversion
- Enhanced Customer Communication
- Better Sales Forecasting
- Data Security
- Informed Decision-Making
The Apps that we use
Zoho CRM
Zoho Analytics
Zoho Social
