Gate In achieves real-time tracking with Zoho CRM and Books
Implementation, frequent developments to customize Zoho CRM and our remote technical support.
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Other contracted services:
- Implementation, support and development of G Suite (Google Workspace)
- Zoho Books implementation + AFIP e-invoice development.
- Zoho One Licenses
In the interviewPedro Urdapilleta, Gate In's Sales Manager, tells us that their work is very niche, so they have always been clear about who their clients are and where they should target.
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CHALLENGE "Real time tracking".
Regarding their way of working, at the beginning it was through shared Google Drive spreadsheets and all invoicing was done by hand.Â
They are a company that works with a lot of volume, which implies the constant exchange of emails and the handling of a large amount of information, so they had to find a place to store and manage it.
Pedro tells us that their main objective was to be able to track their cargoes exhaustively, to know at all times the general status of each container and to receive alerts about different events, as well as to keep their customers and other operators informed at all times. at all times about the status of their containers at all times.
On the other hand, they wanted to improve the billing and collection cycle as it was very extensive.
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STRATEGY AND SOLUTION "A constantly changing solution".
"We have analyzed several other systems to implement, but without any doubt for us Zoho CRM is the friendliest, especially because given our business and continuous improvement policy we must make adjustments permanently and Zoho has proven to be up to our needs" Pedro Urdapilleta, Sales Manager, Gate In.
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From Etixen we have supported them in the implementation of Google Workspace (Before G Suite), Zoho One (Focused on configuring Zoho CRM and Zoho Books). Also, configuring our own development of Integration with FE Afip for your company in Zoho Books and in repeated and productive adaptations in your CRM.Â
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How was the process/implementation of the product?Â
"The implementation process was very fast, from the moment we made the decision until we were able to have 100% of our operations under the CRM, I estimate that not even a month passed. At that time we had made the decision to keep the operations for 30 days also in Google Drive to avoid any problem of loss of information, a period that was not necessary. By the time the first week of migration was over, we had all moved to Zoho." Pedro Urdapilleta, Sales Manager, Gate In.
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Today, we maintain a close and constant relationship with Gate In, where we seek to provide our help and advice through our technical support service by specialists who know your business in depth. At the same time, we try to accompany you in developing new ideas under the best practices, updating your systems so that they can adapt and meet your new needs.
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How did Etixen's attention influence you?
"Etixen has helped us significantly improve our customer service and operations. Now, thanks to the CRM, we can provide better tracking of our customers' cargoes and ensure that they are shipped in a timely manner. Customers especially appreciate our customer service and the fact that we can offer them added value thanks to the container system." Pedro Urdapilleta, Commercial Manager, Gate In.
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"I always felt very comfortable, from the beginning they have taken care of us ten points. You can really see the progress and the support is constantly felt" Pedro Urdapilleta, Commercial Manager, Gate In.
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RESULTS "A new level of business for the sector".
Automation and service improvements
- Better coordination of work between the different departments.
- Much of the process automated.
- Significant improvement in work dynamics.
"This has translated into increased sales and improved customer service."
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Pedro tells us that since they implemented Zoho, their container management efficiency has improved significantly. The system has allowed them to better coordinate the work of the different departments and provide better follow-up to their customers.Â
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CURRENT NEWS
Starting this 2023, and after 8 years of using Zoho CRM as a record of information about their containers, they add as a challenge to implement CRM for customer search.
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In addition, a carrying bag will be launched in mid-February. How? By taking advantage of a space they have in the port, where all the drivers that transport containers pass, thus being able to offer freight for the containers themselves.
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In this situation, they would use the CRM, to track drivers, account tracking and contacts. We look forward to it! We know that with the great work of the Gate In staff, it will be a successful project.
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Gate In has already achieved success in its growth project with us. If you are also looking to achieve your goals, contact us, we will achieve the success of your business.Â