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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LionCharge has been operational since 2021 July serving customers providing turnkey white labeled EV charging solutions for corporate & residential spaces. Occupants can charge with a simple Scan, Charge, & Pay web app while facilities can monitor charging & business metrics using an EV Charging Management System dashboard.

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