Each one is described by the work, not the client’s name. Switch any study to Before to see what it replaced.
Lead flow
01 · CRM and automation
Lead management and sales automation
A commercial driving academy
sign-up month of the year, after the system went live
No. 1sign-up month of the year, after the system went live
assignment, follow-ups and messages automated
Zoho CRMassignment, follow-ups and messages automated
→A lead flow in Zoho CRM that assigns each new lead, sends the follow-ups and messages, and moves the status along without anyone touching it.
New leads answered much faster. Repetitive follow-up work now runs on its own. Every lead handled the same way. Helped bring in more sales and sign-ups. The academy's highest monthly sign-up volume of the year came after the system went live.
→One sales system covering the whole run: lead intake, follow-ups, deal management, sending the contract and getting it signed.
Less manual work. Less time spent managing each deal. Follow-ups easier to keep on top of. Contracts sent and signed from one place. Every deal visible to the whole team.
Zoho CRM, Workflows, Document and signature integrations
Quotes
05 · CRM and automation
Quotations without the retyping
A Zoho-based system
quotes created, managed and tracked together
Zohoquotes created, managed and tracked together
→A Zoho system where quotes are created, managed and tracked in one place, so the same details are never prepared twice.
Less repeated data entry. Quotations take less time to create. Every quote created, managed and tracked in one place.