The Brief

Company was using outdated non-cloud based technology that no longer integrated with legacy systems. The Australian and New Zealand sales team couldn’t access CRM on the road and weren’t using customer information to its full advantage. Management had limited visibility over sales activity, customer communication and sales pipeline reporting.

The Solution

  • Cloud based Zoho CRM
  • Integrated Outlook email and calendar
  • Web to Lead forms on company website for automated enquiry follow up
  • Management reporting and dashboards for both sales team and upper management
  • Complete migration of data from legacy system

The Benefits

  • Sales team can now access all customer records via mobile application and through web arming them with ability to easily add notes, log calls and track their sales pipeline.
  • Increased efficiency within the business and improved internal communication.
  • More organised and proficient sales team making more sales and delivering higher levels of customer service.

“We had a really good working relationship with Kylie, there was a lot of good faith…. Overall the project has made the sales team a lot more organised”

Claire Sanderson, Sales Coordinator, Rhima Australia