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Case Study on SYNQ Work - Streamlining Management with Zoho Bigin - Case Study

Synq.work offers enterprise-grade, flexible office solutions tailored for large organizations, from Fortune 500 companies to fast-growing enterprises. With prime global locations, we help organizations build a strong international presence without the burden of large upfront investments or long-term leases. Our comprehensive service portfolio includes space management, IT infrastructure, community building, and talent services, ensuring your team has everything needed to succeed in a fully managed, efficient environment. Whether you’re scaling up or optimizing your operations, Synq.work offers the flexibility and support you need to thrive.

Industry

Telecom Products

Application

Zoho Bigin

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Challenges in Process:

They were having an issue of website, contact us page, Facebook integration. As they were not using any Zoho product and having no knowledge about Zoho bigin application. They wanted to streamline the whole process of leads management through Zoho bigin. Apart from this there were other key challenges:

Key challenges included:

  • Integration of website with Zoho bigin.
  • Integration of Facebook with Zoho BIGIN.
  • IVR Integration with Zoho BIGIN.
  • Email Templates for sending updates to customers when the status is changed over the leads.

Solution: Implementing Zoho CRM and Inventory

  • Zoho BIGIN:

    Zoho Bigin is simple, user-friendly customer relationship management (CRM) software designed for small businesses. It helps manage sales pipelines, track leads, and streamline communication with customers. With features like task management, customizable pipelines, and reporting, Zoho Bigin offers an intuitive interface to help businesses manage their sales process efficiently, all within an affordable solution. It integrates well with other Zoho applications and third-party tools, making it a versatile choice for growing teams.

  • Creating Roles and profile in zoho BIGIN:

    We have created roles and profiles and given permission to the roles as per the requirement shared by the client. We have created the roles of founder, Business development head and business development manager. Gave all the permission to all users for every module user except deletion permission and explained the same to the client.

  • Importing data from the data sheet:

    Currently they were managing all the data over excel and all leads were maintained over the excel sheet. So, we created the necessary fields in zoho bigin and imported all the data in zoho BIGIN. And explained them how to create leads in zoho BIGIN and save the data for future.

Addressing Key Challenges:

  • Integration of website with zoho bigin : They wanted to integrate their website contact us page with zoho bigin as their leads were coming from there website. But there was no contact us page on their website which we were required for integration. Currently we are unable to do so as their website contact us form is under development.
  • Integration of Facebook with Zoho BIGIN: As a lot of leads they were getting from Facebook as a result they wanted to integrate Facebook page with Zoho Bogon. Initially we faced a lot of challenges because they were not able to recall their Facebook password. And after facing challenges like there were 2-3 pages associated with their Facebook account. We were able to do integration of Facebook with ZOHO Bigin.
  • IVR Integration with Zoho BIGIN: We explained to them how an IVR integration works. And we have shared a number of vendors who provide IVR integration. They were in talks with vendors and once they purchase the vendors as per their requirement then they will reach us for IVR integration.
  • Email Templates for sending the updates to customer when the status is changed over the leads: They wanted to trigger email when the status of their lead is changed. For that we will be requiring email templates, but they did not have any email templates for that they will work on templates and provide the same to us then we will trigger those Email with every status.

Implementation:

Implementing a business on Zoho Bigin involves setting up a streamlined CRM system to manage customer relationships and sales processes efficiently. To start, businesses can customize their sales pipeline to match their unique workflows, ensuring that leads and opportunities are tracked at each stage. The platform offers features such as lead capture, task management, and automated follow-ups, allowing businesses to stay organized and responsive. Additionally, Zoho Bigin integrates seamlessly with other Zoho applications and third-party tools, enhancing the overall productivity of teams. By using its user-friendly interface and reporting tools, businesses can gain valuable insights into performance, allowing them to make data-driven decisions and drive growth.

  • – Efficient data management: The stock management capabilities in Zoho Inventory were improved to provide real-time tracking of inventory levels across multiple warehouses. By integrating the warehouse with inventory data is synchronized, allowing the company to monitor stock movements, set re-order points, and generate reports on product availability. This enhanced functionality ensures that the business can maintain optimal stock levels, prevent overstocking or stockouts, and quickly respond to customer demands. The addition of features like batch tracking, serial number management, and automated stock updates also contributes to better inventory control and improved overall efficiency.
  • – Improved workflows – The workflows within Zoho Inventory have been enhanced to align more closely with the company’s operational needs. By streamlining processes such as order fulfillment, stock updates, and product tracking, the workflows now enable faster decision-making and greater efficiency. Custom automations were implemented to reduce manual intervention, ensuring that tasks such as order processing, inventory updates, and notifications are automatically triggered based on predefined conditions. This leads to more organized and effective management of the business’s daily activities.

Results:

  • Simplicity and Ease of Use: Zoho Bigin is designed with a user-friendly interface that requires minimal training. Its intuitive design helps businesses get started quickly without a steep learning curve.
  • Streamlined Sales Pipeline: With customizable pipelines, businesses can track and manage leads through each stage of the sales process, ensuring that no opportunities are missed.
  • Task Automation: The platform allows for task automation, such as follow-up emails and reminders, which saves time and ensures timely responses to customers.
  • Affordable Pricing: Zoho Bigin offers a cost-effective solution for small businesses, providing access to key CRM features without the hefty price tag of larger CRM systems.
  • Seamless Integrations: Bigin integrates with other Zoho applications as well as third-party tools, enhancing productivity and making it easier for businesses to manage various aspects of their operations from a single platform.
  • Customization: The CRM can be tailored to suit the unique needs of any business, with customizable fields, views, and reports, enabling better alignment with business processes.
  • Real-Time Insights: With built-in analytics and reporting tools, businesses can access real-time data on sales performance, customer interactions, and pipeline status, empowering them to make informed decisions and improve sales strategies.
  • Mobile Access: Zoho Bigin offers mobile compatibility, allowing teams to stay connected and manage customer relationships on the go.

Conclusion:

In conclusion, implementing Zoho Bigin can significantly enhance a business’s ability to manage customer relationships and streamline its sales processes. By offering a user-friendly interface, customizable pipelines, task automation, and seamless integrations with other tools, Zoho Bigin ensures that businesses can work more efficiently and effectively. The platform’s affordability and flexibility make it an ideal choice for small and growing teams, allowing them to scale their operations without the complexity or high costs of larger CRM systems. Ultimately, Zoho Bigin empowers businesses to improve their sales performance, enhance customer satisfaction, and make data-driven decisions, contributing to overall business growth and success.

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