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Our case studies

Sales Person

Solving issues for a Sales Executive

We are a ten years old company, ahead of its time in terms of the business value we provide: a powerful platform for creating webinars, including studio and production. We also enable other businesses to ramp up their marketing efforts by organizing and creating virtual events including job fairs, town halls, webinars, and webcasts on their businesses behalf. Now that webinars and virtual events are the new normal.

As a multifaceted business, we needed a centralized place for all our data. Apart from our different service offerings, we also have to collaborate with outbound business development teams and remote employees. We needed a place where everyone could collaborate, all tasks could be tracked and automated.

We first learned about ConnectAI when we were looking for a project management tool and foundConnectAI. Then we learned that ConnectAI doesn't just do project management, but also helps to improve team performance. From there, we were able to quickly and successfully implement the changes they had hoped for, including the migration of data from our old data to ConnectAI.

As a growing business we used to be so busy that we may forget about the leads or to call our customers before but now after using ConnectAI we were able to keep multiple reminders by which we were notified frequently and no lead was able to fly by our hands.

Real Estate

Lead Generation tool kit

We are a leading estate builders and developing company leading in estates, plots and bungalows. We make imaginations true by our creativity. We have around 21 branches and 100+ employees and around 5000+ customers.

Our business was growing but we were facing many issues to gather our leads and generate them as we have to login different apps again and again to have a record of our new leads.

With ConnectAI we were able to generate and gather our leads at one place itself. Not only that ConnectAI helps to send custom messages, email, WhatsApp messages to our new lead which we no longer have to do manually.

Our team efficiency has also grown day by day as we are able to record and track their performance and then reward them.

We would suggest every estate corporation to use ConnectAI software to grow effectively and save their precious time.

Education

Solving Problems in a short run

We are a tertiary college offering undergraduate and graduate courses in counselling, performing arts (drama and music), and teacher education with a view to become the best profession in their field.

We have long been using the ConnectAI CRM system for their Leads (potential student) management from a sales perspective for their operational needs. We are an Online Student Management System used by many colleges.

We were suffering from many problems such as no integration of social media, inability to track lead source correctly, no email integration, we were also suffering from lack of reporting of our team.

With ConnectAI we were able to solve all the problems. ConnectAI helps us with all the social media integration and email integration. And with analytics we were able to look after the performance of our teammates and their work efficiency.

Pharmaceutical

Helping hand for a pharmaceutical co.

We are a Diagnostics, fastest growing company in the in-vitro diagnostic industry with 30,000 customers across the country. We manufacture in-vitro diagnostic equipment in the analytical and preanalytical segments. We have a presence in more than 22 countries, with more than 400 employees, with 100 field sales agents.

We were lacking in a single system that could handle both our sales and services processes. We needed a complete management system that could support our complete business. We also needed a customized mobile application for our agents that could allow them to be more productive. Transparent reporting was also lacking as senior management could not get the complete picture of their progress. The technology being used presented challenges in achieving our mission of providing our customers with prompt and high-quality services.

After going through a lot of CRM software tools we came across ConnectAI, we were happy that we implemented the first step in the plan and remained at the end until we transformed ourselves. ConnectAI became a centralized application that would serve all our sales and service needs.

For us, the sales process to run well, the mobile CRM app was a must-have for every field sales agent. The team at Zoho CRM ensured that the complete app was available on the mobile as well. This was easy because of the widget-based developer capability that allowedquick customization of CRM, specific to our processes. Sales agents are now able to go through their day-to-day work with contextual and relevant information at their fingertips on their mobile phones.

All this transformation also required reporting that was missing from our previous implementation. With ConnectAI Analytics, we now have dashboards to see every individual progress. The senior management has complete transparency with custom reporting. Daily reporting of field agents’ journeys is automated withConnectAI. This calculates allowances automatically, without having to work on dispersed data.

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