Industry (IVF)

Problem

The most common issue organizations encounter is managing the excellent history and data of the leads generated. Duplicate and incorrect consumer profile information reduce the impact of sales and marketing. As a result, customers were confused and dissatisfied.

Missed or inaccurate communications are a common occurrence that wastes time locating prior promises to customers, resulting in revenue losses for future offers.

The Solution

Dealing with day-to-day activities was very common in business. Still, our evaluation team was always ready to provide point-to-point solutions for business challenges, so we decided to provide a customer-centric solution. With a practical communication support feature, the support team can check the logs of prior interactions and communicate with the customer through calls, messages, or emails, contributing to forecasting sales.

The Reports & Analytic function assists the management team in analyzing real-time sales and marketing data via charts, graphs, and other visual forms.

The Benefits

Following the implementation of the new system, the business was able to maintain a centralized database across the sales team while maintaining communication and engagement with prospects. The most significant advantage is the automation tool, which assists the organization in forecasting revenues through regular prospect follow-ups.

The organization assessed the performance and noticed a 12.25 % increase in business revenue and reduced cost and resources. The business was able to monitor the real-time activities from a centralized location due to practical data analysis of the organization.

Here are some of the characteristics that improved the organization in its day-to-day operations:

1. The automated process feature avoided repetitive manual procedures and data duplication. It allowed business teams to focus on more valuable activities.

2. Data analysis tools assisted the organizations in gathering insights and providing data-driven offerings to their consumer base. With the help of key performance indicators, sales managers were able to take real-time action to improve productivity and hold the sales team accountable.

3. The CRM Mobile app enabled the business team to do tasks from anywhere and at any time. The app benefited their business by responding quickly to customer inquiries, connecting to leads, and managing current accounts.

4. Data security and encryption were the most crucial features for customer and business information. Thanks to automatic backup and restriction settings with control access, the data is always safe from unexpected events.