Zoho Products Neuland
● There was no application for sales, and excel was used to organize everything.
● Considering they manufacture health care APIs, account management was essential, but there was no previous data available.
● The present engagement was not being tracked, only the deals at a stage level.
● The Neuland investment, the sample process, was utterly out of sync with how Neuland wanted to gain new clients.
Finding a solution:
Setting up all the processes in CRM, which include lead management, account management, and deal management; writing blueprints for adherence to processes; creating automated tasks; and following up Layouts are being used for two different sales functions, which helped both teams have their respective data.
Implementation and Result:
The CX reports helped the sales team understand the current effective pipeline and future estimates, and the implementation enabled the sales team keep track of activity across the organization. The management of samples, for example, was a crucial operation that reduced their sales acquisition costs. There was a 30% increase in the conversion rate from Lead to Acquisition.