LionCharge Charging Station

LionCharge faced operational inefficiencies and limitations as they scaled their business:

• Lead Management Issues:

• Managing leads through Excel sheets became cumbersome and error-prone, leading to difficulties in tracking and nurturing opportunities.

• Lack of Marketing Tools:

• The absence of an integrated tool for running email campaigns and managing marketing efforts restricted their ability to engage and convert prospects effectively.

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To address these challenges, LionCharge adopted a suite of Zoho solutions, including Zoho CRM, Zoho Marketing Automation, and Zoho Social. These tools were implemented and customized to align with their business processes and goals.

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• Zoho CRM Customization:

• Customized modules for Leads, Accounts, Contacts, Deals, and Quotes with tailored data structures for efficient management.
• Configured seamless lead creation using webforms and Zoho Forms.
• Established a streamlined process for lead conversion into accounts and contacts, providing clarity across the customer lifecycle.
• Designed and configured templates for quotes, sales orders (proforma invoices), and invoices.

• Automated Quote Management:

• Enhanced the Quotes module by enabling automatic attachment of the quote PDF to the respective quote’s record in Zoho CRM when the quote status is marked as “Confirmed.”

• Integrated Tools:

• Integrated Exotel for telephony and Google Ads for lead generation directly into Zoho CRM, enabling unified lead tracking and communication.
• Synchronized Zoho CRM with Zoho Marketing Automation (MA), ensuring seamless data flow for targeted marketing campaigns.

• Marketing Automation Enhancements:

• Configured data syncing from Zoho CRM to Zoho MA to ensure consistent and accurate audience segmentation.
• Created dynamic segments and designed customer journeys based on the segmented data, enabling personalized and timely communication with leads and customers.

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Nexivo transformed LionCharge’s lead management and marketing processes by implementing Zoho CRM, Zoho Marketing Automation, and Zoho Social. Customized CRM modules streamlined lead tracking, quote management, and customer lifecycle processes. Integration with Zoho Marketing Automation enabled targeted email campaigns and dynamic customer journeys, while Zoho Social enhanced brand engagement. With Nexivo’s Zoho Implementation Services, LionCharge achieved operational efficiency and scalability, empowering them to deliver seamless EV charging solutions for corporate and residential spaces.