Implementation, configuration and integrations with Zoho CRM and Zoho Analytics.

Sector: telecommunications.

Company: Anura develops and provides unified communications solutions in the cloud (Telephony + PBX). In this way, they satisfy their customers' need to migrate their systems, which the COVID-19 pandemic accelerated. The company's goal is that more and more companies have their PBX platform in the cloud. 

"Now salespeople have all the information about their customers in Zoho CRM and also the telephone communications in order to have traceability" (Sol Maunier, Sales Manager, 9 years in her position). 

 

 

 

CHALLENGE

Efficient information.

As any SaaS (Software as a Service), its main challenge is to maintain a minimum churn rate and to capture more and more customers with a greater number of accounts.

To do so, they needed a tool that would unify their customer information and telephone calls in real time. And thus, gain efficiency at every stage of the sales process.

STRATEGY AND SOLUTION

Cloud-based tools to manage and analyze opportunities.

The implementation and configuration of Zoho CRM y Zoho Analytics for all the people in your organization. In this way, we ensured that each of them can both access the necessary information and analyze it wherever they are. In order to carry out collaborative work or generate reminders. 

Strategically, the main idea was to integrate Zoho CRM (a cloud-based tool that can be easily interconnected with other systems) with Anura's software. This integration would generate added value to the company and future customers.

Therefore, through the Web Hooks of the Anura platform they were able to integrate with Zoho and link the Anura accounts (internal) with each Zoho account.

Nowadays, when using the services, the calls and their recordings remain in the file of each loaded customer.

 Why did you choose the Zoho solution with Etixen (formerly Expertizen)?

Many of their customers had Zoho CRM and when they saw that it was in the cloud, they decided it would be a good start to leverage their solution. 

"...We were able to define requirements based on our needs. And with Etixen's collaboration, we were able to configure Zoho CRM and other applications that we accessed... Through the experience of a partner like Etixen we were able to understand the advantages of Zoho CRM. Having a customized configuration and making use of their other applications to make the most of the service. In addition, it allows us to better analyze the requirements of future customers." (Sol Maunier)

RESULTS:

A new work dynamic.

1. 1. Increased efficiency and traceability of the process from the sale to the implementation of your services.
   2. Thanks to Zoho Analytics, intelligent information to increase sales through online reporting. 
   3. Automation and standardization of processes (commissions, approvals, customer registrations, processing and tracking of installations and digital marketing statistics).
   4. The salesperson, an essential part of the company, visualizes its results in real time, as the different stages are completed until implementation at the customer.

"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 conflict." (Sol Maunier)

CURRENT NEWS

Tools to deal with remote work.

As Zoho and Anura are both cloud-based tools, they were able to adapt easily, as both systems are managed with the same philosophy. 

Today, "The Anura integration gives the Zoho customer greater interest and perceived value in our solution. And our customers view Zoho with greater interest considering that it can integrate with their current cloud telephony platform." (Sol Maunier)

One of the highlights of this story is that both tools now have greater added value, as they are solutions that can be extrapolated to different clients.