EBG Group is a diversified global enterprise focused on innovation, strategic investments, and sustainable growth. We deliver impactful solutions across industries, creating long-term value for businesses and communities. Through collaboration and excellence, we drive meaningful change and shape a better future.
1. Managing leads from multiple sources such as Meta campaigns, website forms, telephony systems, and WhatsApp without a centralized tracking mechanism.
2. Limited visibility into the lead lifecycle, making it difficult to track leads from initial inquiry through qualification and deal conversion.
3. Inconsistent lead assignment and follow-up processes, resulting in delays in sales engagement and response times.
4. Duplicate lead records across channels, leading to poor data quality and inefficient sales operations.
5. Lack of visibility into marketing performance, call tracking metrics, and lead source effectiveness.
6. Challenges in integrating telephony systems and maintaining a unified communication history for customer interactions.
7. Absence of real-time dashboards and analytics to monitor lead trends, call activities, and campaign performance.
8. Difficulty tracking missed calls, call dispositions, and communication logs within the CRM system, impacting follow-up efficiency and customer engagement.
Implemented Zoho CRM, Zoho Analytics, LeadChain, and Exotel to streamline lead management, communication tracking, and reporting. Automated lead capture, assignment, telephony integration, and workflow processes to improve operational efficiency. Enabled real-time dashboards, analytics, and reporting, supported by comprehensive testing, training, and go-live assistance.
1. Conducted requirement gathering and discovery workshops with the Natuf business team to understand lead management, communication, and reporting requirements.
2. Configured Zoho CRM organization settings, including user roles, profiles, permissions, business hours, and module-level access controls.
3. Customized lead lifecycle stages and sales workflows to align with the client's lead qualification and deal conversion process.
4. Implemented duplicate prevention mechanisms using phone number and email-based validation rules to maintain data quality.
5. Integrated LeadChain with Zoho CRM to synchronize Meta leads and configured website lead forms with automatic source attribution.
6. Integrated Exotel telephony platform to enable call tracking, missed call management, automatic call logging, and customer communication visibility within CRM.
7. Configured Zoho Analytics and established CRM data synchronization for advanced reporting, dashboards, and performance monitoring.
8. Performed end-to-end testing for lead capture processes, telephony integration, WhatsApp synchronization, workflow automation, and reporting accuracy.
9. Conducted User Acceptance Testing (UAT), issue resolution, go-live support, and 30-day post-implementation hypercare support to ensure a smooth transition and successful adoption.
