Case Studies » Zoho CRM » Zoho CRM - Contact Management
Global SC Group, Sydney Australia, which “exists to help companies win Supply Chain Advantage”, approached us requesting a CRM system that would help them manage extensive information on their business contacts. The company had outgrown Outlook, but still wanted to use it for day to day emailing and calendar management.
To adapt an online CRM solution to match their current contact management system and allow effective contact segmentation and email marketing.
We recommended a Zoho CRM Rapid Implementation package including the Outlook Plug-in which allowed their users to integrate all Outlook activity with Zoho CRM.
The Zoho CRM Outlook Plug-in is a productivity enhancement tool that empowers Microsoft Outlook CRM users to synchronize their customer-related contacts, calendar, tasks and emails with Zoho CRM.
The key features of the Zoho CRM Outlook Plug-in are:
The key elements of the project were:
The customization of numerous contact related information as well as customization of the leads, accounts and sales modules.
CRM Asia Solutions implemented Zoho CRM and Connect into following departments:
Key elements of the project were:
Whilst Microsoft Outlook Excel was reliable in that provided information on business contacts, it did not have the functionality that the Global Supply Chain required.
Following the introduction of Zoho CRM, the Global Supply Chain Group was able to not only focus more efficiently on their business contacts, but also improved their sales pipeline and customer management strategies.
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