Configuration and integration of Zoho CRM and Zoho Analytics with their IP telephony software.
Company: Anura develops and provides unified communications solutions in the cloud (Telephony + telephone exchange). The company aims for more and more companies to have their telephone exchange platform in the cloud.
“Nowadays, the sales team has all the information of their clients in Zoho CRM and also the telephone communications in order to have traceability ” (Sol Maunier. Commercial Manager for 10 years).
Like every SaaS (Software as a Service), its main challenge is to maintain a minimum rate of customer churn and attract other companies with more accounts
Therefore, they needed to have a tool that unifies their customer information and phone calls in real time. And just like that, increase efficiency at each stage of the sales process..
STRATEGY AND SOLUTION
Cloud tools to manage and analyze opportunities.
Implementation and configuration of Zoho CRM and Zoho Analytics was carried out for everyone in their organization. In this way, we guaranteed to them that each person can both access the necessary information and analyze it anywhere. Also, with their new system, they would be able to carry out collaborative work or generate reminders.
Strategically, the main idea was then to integrate Zoho CRM (Tool in the cloud with the ability to interconnect with other systems) with Anura’s software. Such integration would generate added value for the company and future clients.
Through the Webhooks of the Anura platform, it was possible to integrate with Zoho and link the Anura accounts (internal) with each Zoho account.
Nowadays when they use the services, the calls and their recordings are saved in each customer’s uploaded record.
Why did you choose to implement the Zoho solution with Etixen?
Many of their clients had Zoho CRM and when they saw that it was in the cloud, they decided that it would be a good start to leverage their solution.
“… We were able to define requirements and with the collaboration of Etixen, configured Zoho CRM and others applications that we accessed … Through the expertise of a partner like Etixen we were able to understand the advantages of Zoho CRM, have a tailor-made solution and take advantage of the service. In addition, it allows us to better analyze the requirements of future clients. ” (Sol Maunier)[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column text_align=”center” width=”1/1″][minti_button link=”https://www.etixen.com/en/contact-us/” color=”color-2″ size=”medium”]CONTACT US[/minti_button][/vc_column][/vc_row][vc_row][vc_column][vc_column_text]
A new workflow
- Greater efficiency and traceability of the process from the sale to the implementation that they provide of their services.
- Thanks to Zoho Analytics, smart information to increase sales through online reports.
- Automation and standardization of processes (commissions, approvals, client registrations, process and monitoring of digital marketing statistics).
- The seller, an essential part of the company, visualizes its results in real time. For example, the different stages until their final implementation for the client.
“The solution allows our company to improve sales efficiency, to be able to measure productivity through Zoho and also to be able to intervene objectively in cases of conflicts” (Sol Maunier)
Tools to deal with remote work.
As Zoho and Anura are cloud tools, they were able to adapt easily, since both systems are managed with the same philosophy.
“Anura integration brings greater value to Zoho customers and our customers view Zoho with greater interest considering that it can be integrated with their current cloud telephony platform. ” (Sol Maunier)
One of the highlights of this story is that currently both tools have greater added value, since they are solutions that can be used in different companies.
At Etixen we make tailor-made solutions for you. [/vc_column_text][/vc_column][/vc_row][vc_row][vc_column text_align=”center” width=”1/1″][minti_button link=”https://www.etixen.com/en/contact-us/” color=”color-2″ size=”medium”]CONTACT US[/minti_button][/vc_column][/vc_row]