CRM Workflow Automation

CRM Workflow Automation

CRM Workflow Automation

10xDS implemented Zoho CRM by leveraging Blueprints for a US based event management company for making their sales process highly efficient and automated sales process using Zoho CRM

Business Context

A premier event management company based in the USA, specializing in organizing corporate events, conferences, and social gatherings struggled with a manual, time-consuming sales process causing delays in client follow-ups, miscommunications, and missed opportunities. They sought to automate and optimize their sales process to enhance efficiency and client satisfaction.

How 10xDS Helped

10xDS implemented workflow automation using Zoho CRM's Blueprints to address the identified challenges. They started by identifying key sales stages and designing Blueprints for automated transitions. This approach automated repetitive tasks like follow-up emails and set up conditional workflows for various scenarios. Thorough training was provided to ensure effective system usage. As a result, the sales process became streamlined, reducing manual effort and ensuring consistency. Automated follow-ups and conditional workflows boosted sales conversions, maximizing revenue opportunities.

Client engagement was enhanced through timely responses, improving satisfaction and loyalty. Additionally, improved data management ensured accurate information storage and retrieval, critical for informed decision-making. The automation of repetitive tasks saved significant time, allowing the team to focus on high-priority activities and strategic initiatives. Zoho CRM's flexible architecture also enabled scalable automation, supporting the firm’s growth and ensuring long-term efficiency and effectiveness.

Download Case Study to know more

    Talk to our experts and identify opportunities for digital transformation

    Ask our experts now