They make use of the latest technology to make their processes more efficient and greener. One of the tools that they used mainly for managing sales operations was Turbo CRM. Along with this, the other tools the company had previously used were unable to meet all the requirements such as lead management, employee database management, etc. Alchemist Technologies was able to solve their problem using the Zoho One Bundle. The Zoho apps used are:
Turbo CRM was not up to the mark at collecting and organising data as the company envisioned, especially that of leads or clients. Hence, the conversion of leads was not satisfactory, and the client numbers were not increasing. Due to this outdated management of data by the company, the details regarding leads can also be lost, meaning there was no way to check up on them later. It also makes it hard to maintain good customer relations and keep tabs on them since the data regarding them is mismanaged.
Many of the tools available for the company to use were not the best when it came to data management; most of them could not collect data from multiple sources and categorise it. This can lead to data loss and, essentially, the loss of clients or a drop in service quality. which is not a desirable outcome for any business, let alone one that emphasises client relationships.
The company operates based on many approvals and assessments to make sure that their standards are kept and everything is running smoothly. which required an automated workflow that was not possible using the resources they had at that time, and hence there is a need for a new system that can make it possible. Without the automated system, a lot of manual work was needed to keep things smoothly running.
The data regarding their accounts and shippers who helped with the logistics were not kept in a proper database, which meant that the data management of the company was performing at a minimum. There was a dire need for a system that could keep track of all the accounts, the shippers, and the bills and invoices generated by the business.
Not all the documents uploaded in the database will be print-ready, and there was no option to make them into a printable view as we uploaded them. This means an extra effort has to be made to make sure that the files are in printable view, or they have to be manually printed every time, which means time loss and is not the ideal situation for a business.
The company had no alternative tools to keep a database of the employees and manage their leaves and related stuff. This means that all communication between the person in charge and the employees is not streamlined into a platform, which can cause confusion and redundancies. There was a requirement for a system or solution that could manage the employees, their leaves, and other employee-related matters on a single page.
Reports and analytics are a major supporting feature for any business, but the tools the company had was not the best at handling data, could not give definite and clear report or analytics of the business, and a review of the company's workings and growth was not possible with it.
The company had no solution to invoicing or keeping these invoices accounted; hence, there is the unavoidable necessity of a solution that can keep all the invoices and automatically add them to the accounting solution, especially in the case of recurring purchases, which can be completely automated.
Zoho CRM is the go-to solution when it comes to lead management and customer relationship management. It can keep track of leads, notify sales personnel of their stage, and assist them in reaching out at the right time to convert that lead into a client or a sale. It can also help keep tabs on the customers and their data so that the business can maintain healthy relationships with the customers and build on them.
Zoho CRM can also maintain a database of clients and keep track of purchases, marketing statistics, etc. It can store these data efficiently in the cloud and make sure that they are readily available for any reference or need. It can also provide detailed analytics and reports on the business operations, marketing, and growth; this can greatly assist in the periodic review of the business activities of the company.
The need for a customised automated workflow was solved using Zoho CRM, which helped create the one-of-a-kind approval systems that this company required and helped them completely automate their workflow. keeping the process confidential and safe with them. This has saved a lot of resources in personnel time usage and avoided any unwanted delays in the approval process or any other operations.
Adding to the automated workflow system, the requirement of an application to assist the day-to-day operations of the company was made from scratch thanks to the easy-to-use Zoho Creator. This has greatly assisted the operations department of the company.
In Zoho CRM, a print-ready template can be created ahead of time, and when a document is uploaded into the database by any of the employees, the document is automatically edited into the template and made print-ready. This way, the manual need to edit documents to be print-ready is avoided, and as an added bonus, these documents can be uploaded or accessed anywhere at any time because of the mobile apps of Zoho.
Zoho People will help keep database of the employees and manage their leaves without the requirement of a third platform. This will greatly help the company's HR department to do their work of keeping up with the status of the employees.
Zoho Books can generate invoices for the purchases made by the company and keep them accounted for in Zoho Books, greatly helping the company with their accounting needs and also automatically generating invoices for recurring purchases.