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Automate consultancy processes with best solution

Overview

Kalkine did not work on any software in the past. But, when their business required a certain level of tuning in terms of processes & operations management, they started looking out for a CRM Solution. They researched for the best Zoho partner & chose Target Integration as their software implementation partner. 

CLIENT
Kalkine

SERVICES
Consulting, Implementation

PRODUCTS

INDUSTRY
Finance

Challenges


Kalkine wanted to scale their operations and they needed an application which acquires customers, leads along with a data management tool to automate the whole business process. Target Integration proposed to them Zoho One suite (All employee pricing) to manage their Sales Representative & complete Sales Management operations efficiently. Main operational challenges faced by Kalkine investment consultancy company were as mentioned below –

Application to manage Ticketing System

A Professional Help Desk Application was needed to manage ticketing systems that can be designed to bring in more customer engagement & better customer experience. They also needed a Single but unified Data Organisation tool to manage their lead, deal & customer data.

 

Exclusive Business Application Platform

Needed a Single Business Application Platform to operate various company operations along with customer support management that can fit their company size. A CRM software to manage customer relationships and business sales.

Software with multiple Data access levels and security

The client required a CRM to grant access permissions to separate executive roles at different admin levels. And, an integrated solution for their consultancy business for support agents to quickly grab details from customer support contacts.

Solutions

Kalkine business was happy with Zoho Desk (as their Help Desk support software) & Zoho CRM (for Sales Management) but then they required a unified system that can communicate well with each other and even has further scope to expand in future as their business dynamics may change as per market standards or modern customer needs. Target Integration helped this investment consultancy company eliminate their business challenges with following solutions:

One- Stop- Solution

Target Integration implemented Zoho One Suite as their single business application platform where they are now capable of managing customer information and sales closure records without the need for navigating between different systems.

Enhanced Customer Relationship

Zoho CRM working as a Data Management & Storage solution for Kalkine and helping the Sales Representative and Customer Support team to stay on the same page. It was also integrated with their Helpdesk Software.

Ticketing and Mobile Application

Zoho Desk is serving as a  professional ticketing solution for Kalkine. Zoho Mobile Application is helping their Sales representative, internal staff and support agents to access data from anywhere and anytime.

 

Result

With Zoho Desk, Kalkine is now able to maintain prompt responses with their customers. They have gotten rid of maintaining excel spreadsheets which was leading to manual errors and data security issues. Also, after the implementation of Zoho CRM, Kalkine is now able to resolve its core issue of handling Sales representatives. The automation and workflow set up in Zoho One suite are providing them with a strong business process support.

After the successful implementation of Zoho One suite for their investment consultancy business; Kalkine also asked Target Integration for AMC as they needed ongoing training and support assistance for the smooth ongoing setup of their IT operations. It is helping them to scale up their back-office processes & operations significantly.

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