Zoho CRM and Email Marketing Thailand - Training and Process Improvement

t+b Solutions is a performance improvement company based in Bangkok who operate throughout SE Asia. They needed a way to centralise and categorise their growing client base as well as improve visibility into the sales pipeline and also reach the right people with the right information through effective CRM and email marketing.

Challenge

t + b Solutions required a CRM application in order to improve their sales and marketing and contact management. More specifically, they needed manage their sales pipeline and sales closure processes more effectively.

Solution

The Zoho CRM Starter Package was also selected together with an email marketing package, which included

• 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 segmentation in improve the effectiveness of their email marketing campaigns
• Setup of email templates
• Distribution of targeted email campaigns

Key elements of the project were:

Analysis and Planning

• Business process analysis
• Customizing the CRM to match business processes and resolve key contact management issues. This included emphasis on customization of leads, contacts and potential records.
• Email campaigns stats reporting and recommendations

Implementation

• Creation of Sales dashboards
• Creation of management dashboards and reports.
• Collaborative calendaring and task management.
• Set up of communication templates for every team.
• 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 as required.
• Liaison between t+b Solutions and Zoho Support

Result

Following the introduction of Zoho CRM t + b Solutions sales and marketing staff were empowered to more quickly and easily segment their customers for email marketing campaigns and reporting and has enabled improvements in email communications, both in terms of quality and efficiency, between local staff and international clients.

"I needed a CRM package that would provide focus for my business in terms of finding, winning and keeping customers, and allow me to monitor this through user defined reporting. Zoho delivered all this and was easy to implement throughout the business. Without doubt a good investment......."

Peter Bull, Managing Director, t+b Solutions, Bangkok.

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