Zoho CRM implementation for the Finance Industry
Client Overview
The client is a USA-based retail and commercial mortgage services provider.
Challenges
The client identified several key challenges, these included:
Multiple CRM Instances
- Managing three separate CRM systems for similar business functions created inefficiencies and complexity.
Lack of Integration
- Disjointed systems hindered a unified view of business operations across verticals.
Increased Workload
- Instead of simplifying processes, multiple CRMs added to the team's workload.
Automation Gaps
- Manual handling of follow-ups, task management, and lead source integration slowed down operations.
Need for Centralization
- The client required a single, integrated platform to streamline activities and improve productivity.
Solution
Tailored Zoho CRM
We customized the Zoho CRM and implemented the business function-based layouts and workflows.
Seamless Integration
We integrated the multiple lead sources and loan application process.One Platform, One Vision
Data from multiple CRMs was migrated to Zoho to make it a single application to be used for the entire business process.
Technologies
Business Impact
We Create a Valuable Difference
Automation enabled by
0
%
Improvement in productivity by
0
%
Outcome
The new CRM system has reduced the redundancies as well reduced the complexities of the business. Now clients can access all leads, deals and applications from a single CRM.
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