Gate In logra un seguimiento en tiempo real con Zoho CRM y Books
Implementación, desarrollos frecuentes para customizar Zoho CRM y nuestro soporte técnico remoto.
Other contracted services:
- Implementation, support and development of G Suite (Google Workspace)
- Zoho Books implementation + AFIP e-invoice development.
- Zoho One Licenses
En la entrevista, Pedro Urdapilleta, Responsable Comercial de Gate In nos comenta que su trabajo es muy de nicho, por lo que desde siempre tienen claro quiénes son sus clientes y dónde deben apuntar.
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.
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 nos cuenta que como objetivo principal necesitaban poder realizar un seguimiento exhaustivo de sus cargas, poder conocer en todo momento el estado general de cada contenedor y recibir alertas sobre los distintos acontecimientos, así como mantener al tanto a sus clientes y otros operadores en todo momento sobre el estado de sus contenedores.
Por otro lado, querían mejorar el ciclo de facturación y cobranza ya que era muy extenso.
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.
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.
How was the process/implementation of the product?
"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.
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.
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.
"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.
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."
Pedro nos comenta que desde que implementaron Zoho, su eficiencia en el manejo de los contenedores ha mejorado significativamente. El sistema les ha permitido coordinar mejor el trabajo de los diferentes departamentos y ofrecer un mejor seguimiento a sus clientes.
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.
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.
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.
Gate In ya logró alcanzar el éxito en su proyecto de crecimiento con nosotros. Si vos también estás buscando alcanzar tus objetivos, comunicate con nosotros, conseguiremos el triunfo de tu negocio.