Azure Design Solutions

• CRM Small Business Starter Package

Azure Designs is a small independent business run by a British designer based in South East Asia. They have done numerous print and web designs for various small-medium businesses in the region.

Challenge

The company was growing to the point where they needed a structured yet inexpensive means to manage their sales projects.

They approached us to assist in implementing a CRM solution to help the small sales team manage and close opportunities, structure the immature sales process & improve client communications, as well as providing more visibility into the sale pipeline for the Managing Director.

Solution

• Implementation of Small Business CRM Start Package using Zoho CRM
• Implementation of centralized calendaring and tasks management.
• Implementation of automated workflow and notification triggers.
• Specific emphasis on the use of stages in the sales cycle and pipeline analysis

Analysis and Planning

• Business process analysis
• Customizing the CRM to match business processes and key issues. This included emphasis on sales pipeline reporting

Implementation

• Creation of management dashboards and reports.
• Collaborative calendaring and task management.
• Set up of communication templates
• Set up of web to lead functionality

Reporting

• Set up of top level management reports.
• Set up of team level sales and weekly work reports
• Set up of department and middle management reports

Integration with Existing Systems

• Integration with website

Training

• Creation of training materials
• Conduct training programs by pre arranged skype conferences

Result

Azure Design’s fragmented approach to sales processes were replaced by a more effective method using stages in the sales cycle. This provided focused visibility for the Managing Director to the sales pipeline, and in particular which opportunities were moving, and which were static.

With this information available, more emphasis was placed on potential deals that were about to sign, and less on leads that were not progressing. The result was not only increased sales, but the existing sales staff were able to manage the increased number of leads resulting from the company’s growth.

For more information on how we can help you, please contact info@crmasiasolutions.com