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Zoho CRM Customisation Spain - Skydiving School

Skydiving and CRM? With Zoho you can! This young and dynamic company in Spain wanted a CRM application which could be implemented quickly and within a 1K USD budget. We helped them set up their users, establish corporate identity with pre-made email templates, customise the lead and sales records to contain student hotel and flight information, and customise the contact records to allow instructors to add student grades, strengths and areas for improvement.


Challenge


To implements a customised Zoho CRM solution in a short time frame with a client in a completely different time zone and a budget was just US$1,500.


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.
  • Implementation of CRM Asia Solutions’ Connect email marketing application.


CRM Asia Solutions implemented Zoho CRM, and CRM Asia Solutions’ Connect into following departments:


  • Sales
  • Marketing
  • Customer Support


Key elements of the project were:


  • Analysis and Planning
  • Business process analysis
  • Customizing the CRM to match business processes and overcome pain points. This included emphasis on the leads, contacts and potential records.


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.


Customization of lead, contact, and potential records to match the skydiving school’s tailored packages, training details, and student recording requirements.


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 for every team via pre arranged skype conferences


Result


Following the online Zoho implementation, which was done on time and within budget, this small company in Spain was able to tailor more efficiently their all inclusive tailored skydiving packages to new and existing clients.

Furthermore, with extensive package options now online, the sales staff were able to better manage up selling opportunities, thereby increasing sales revenue.

Future CRM expansion opportunities include implementing various applications from the suite of Zoho business solutions. For example Zoho Challenge (online student testing), as well as strategic email marketing as they expand into the European marketplace.

If you have a similar project that you think Zoho might be suitable for, please contact us here for more information or send us an email on sales@crmasiasolutions.com