Subishi

1. Leads were managed on Excel sheets, making it difficult to organize and track them efficiently.
2. Data duplication and errors were common due to the lack of automation.  
3. Searching for specific lead information or generating reports was time-consuming and prone to mistakes.  
4. Tracking leads through the sales pipeline was cumbersome, with no real-time updates or visibility into progress.  
5. Lead assignment was done manually, leading to delays and uneven distribution among the team.  
6. There was no clear way to identify if someone was already working on a lead, causing overlaps and miscommunication.  
7. Manual processes took up significant time, leaving less focus on nurturing leads and closing deals.  

These challenges highlighted the need for an automated system to streamline operations and improve efficiency.

To address these challenges, we proposed implementing Zoho CRM to streamline Subishi's lead and contact management processes and run the sales pipeline more efficiently.

1. Customized the Leads Module to align with Subishi's specific requirements.
2. Automated lead assignment to streamline the allocation process.
3. Implemented deduplication functionality to prevent duplicate records and maintain data accuracy.
4. Configured lead conversion to seamlessly transform leads into contacts and deals.
5. Mapped lead data to corresponding contacts and accounts for organized record management.
6. Set up the Contact Module for efficient contact management.
7. Configured the Deals Module to track and manage opportunities effectively.
8. Developed and streamlined the sales pipeline for real-time visibility into deal stages.
9. Tailored the Quotation Module to meet Subishi's business needs.
10. Integrated Mcube telephony for seamless communication with prospects and clients.
11. Installed and demonstrated a lead chain extension to connect with Facebook and LinkedIn.
12. Designed comprehensive reports and dashboards to track performance and monitor KPIs.

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Nexivo resolved Subishi’s challenges by implementing Zoho CRM, transforming their lead management and sales processes into a fully automated and efficient system. By customizing the Leads Module, automating lead assignment, and integrating deduplication, Nexivo streamlined operations, improved data accuracy, and reduced manual workloads. Real-time visibility into the sales pipeline enabled better prioritization and decision-making, leading to improved deal closures. With Zoho Implementation Services and advanced Zoho Products, Nexivo empowered Subishi to achieve enhanced collaboration, seamless communication, and operational efficiency. Nexivo continues to support Subishi’s growth by fine-tuning their processes with Zoho’s innovative features.