Being a technology partner of Iksula, Nexivo Consulting recommended them Zoho platform after knowing their suffering with regards to business process and operations. Moreover, being the Zoho Authorized Partner Nexivo Consulting did the complete analysis of their challenges and understood their requirements and provided the solution.
Artificial AI, Zia has been catered for the purpose of lead engagement and lead enrichment in Zoho CRM. Integrated telephony Exotel with Zoho CRM for the Lead nurturing process. Lead conversion will be done with the help of scoring Rules in Zoho CRM, which we have set up. All customer interactions through emails and calls will be recorded under Zoho CRM.
Zoho Books has been integrated with Zoho CRM for handling the company’s finances without any hurdles.
We have automated in such a way that, whenever a deal is closed won in Zoho CRM, a project will be created automatically in Zoho Books. Integration between Zoho CRM and Zoho Sign has been done. Contracts can be managed from CRM itself.
Nexivo transformed Iksula’s business operations by implementing Zoho CRM and Zoho Books, streamlining sales, pre-sales, and contract management. With Zoho CRM, AI-powered Zia was deployed for lead engagement and enrichment, while integrated telephony (Exotel) ensured seamless lead nurturing. Automated scoring rules enabled efficient lead conversion, and all customer interactions were tracked within CRM. Integration between Zoho CRM and Zoho Books automated financial processes, creating projects directly from closed deals. Contract management was simplified with Zoho Sign, allowing Iksula to manage contracts directly in CRM. Nexivo’s Zoho Implementation Services enabled Iksula to improve sales efficiency, automate processes, and manage finances effortlessly.