CLR are a facility management, contract staffing, and HR solutions company. Since their inception in 2002, they have carved a solid business foundation through sheer determination and passion to deliver world-class solutions. Today CLR Facility Services Private Limited is a name to reckon with and is highly respected in the facility management sector.
The CLR and Protoverify teams were both using the same Zoho CRM system, which led to a cluttered database with lead, contact, account, and deal records all mixed together. This made it challenging for each team to segregate their specific leads and accounts. Additionally, sharing the same system caused overlapping data structures and unnecessary extra data, further complicating data management for both teams.
We proposed creating separate layouts for the Protoverify and CLR verticals, allowing each team to access only their own records within their designated layout. This will enable users to work with relevant data specific to their vertical, ensuring a more organized and efficient system.
Nexivo resolved CLR Facility Services' challenges by customizing Zoho CRM to streamline data management and improve operational efficiency. Separate layouts were created for CLR and Protoverify verticals, ensuring each team accessed only relevant records. Automated lead qualification, deduplication, and tailored sales pipelines enhanced data accuracy and workflow organization. Real-time notifications and customized reports enabled faster decision-making and performance tracking. With Nexivo’s Zoho Implementation Services, CLR achieved better data clarity, improved client experiences, and optimized sales processes, solidifying their position in the facility management sector.
