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Suvichar Technologies Pvt. Ltd.
An ISO 9001:2008 Organization

Zoho CRM Implementation Case Studies

Project Name : CRM Implementation for a Group Discount seller company

crm implementation for a group discount seller company
  • External system integration : MailChimp, SMS Gateway
  • Country : India
  • Industry segment: Automobile sector, Group Discounts business model
  • Project Description:

    One of the Great things about Zoho CRM is its simplicity. The beginners love its intuitive user interface and easy to use features. One such beginner we introduced to Zoho was from Group Discount sector. They would get their leads through their website and then form groups according to demand to get the best bargain. In such business model, how quickly you can respond to coming leads can be crucial for business. When implementing it for them, we not only automated most of their sales related communication by integrating SMS gateway with Zoho CRM, we made the reports so insightful that it gave them a better hold over their business. From managing with Excel sheets and word docs, this new way of highly productive working, gave a boost to their confidence about ability to manage their expanding business.

  • Duration of the project : 3 weeks

Project Name : CRM Implementation for a Business Magazine Publisher Company

crm implementation for a business magzine company
  • External system integration : Joomla, MailChimp
  • Country : Chile
  • Industry segment: Publishing Sector, Media industry
  • Project Description:

    Everybody knows Business Decisions taken based on Information give better returns. But despite having sophisticated systems at disposal, getting right information at right place at right time before right guys is still such a difficult task. One of our customers from South America region had approached us with this problem. Apparantely, he had already implemented Zoho CRM but needed our help in getting the information flow right across different systems. Our expertize in integrating different systems came really handy while working with this customer. The end result was that he is seeing much more tangible benefits from his investment in Zoho CRM with our help. That obviously makes us proud being an Alliance Partner of Zoho.

  • Duration of the project : 2 weeks

Project Name : CRM Implementation for a Telecom marketing company

crm implementation for a telecom marketing company
  • External system integration : MailChimp
  • Country : Singapore
  • Industry segment: Telecommunication sector, Online Marketing
  • Project Description:

    There are many hidden gems in Zoho CRM which can be unearthed only by experts. Though Zoho CRM looks simple, it has a lot of flexibility. This customer from South Asia was actually tentative when she approched us. She was unsure if it was possible with Zoho CRM. Their business process demanded that not just sales but also continuous customer engagement and marketing related activities be automated. After we were done with their Zoho CRM customization, they were pleasantly surprised. They could now schedule the emails with attractive templates to be sent automatically to dynamically changing customer list at regular intervals.

  • Duration of the project : 4 weeks

Project Name : CRM Implementation for a Electrical Hi-tech manufacturer

crm implementation for a electrical hi-tech manufacturer
  • External system integration : Joomla, MailChimp
  • Country : Costa Rica
  • Industry segment: Manufacturing sector, Electrical and Hi-tech Industry
  • Project Description:

    Some customers use Zoho CRM in a very different manner than regular users. Typically the nature of their business or industry forces them to have a unique business process. One such customer of ours comes from electrical manufacturing sector. The initial reasons why they moved to Zoho CRM from their existing CRM were 'Cloud' and 'Cost'. They wanted any time any where access to all at reduced cost to improve the organization's flexibility. The solution that we suggested after going through all their systems including Zoho CRM convinced them that Zoho CRM can do much more than just cost cutting for them. They were especially impressed with our training sessions on usage of Zoho CRM which is part of our regular Zoho CRM customization.

  • Duration of the project : 2 weeks

Project Name : CRM Implementation for an Online Education Portal

crm implementation for an online education portal
  • External system integration : WorldPay Payment Gateway,
    MailChimp
  • Country : UK
  • Industry segment: Education, Online commerce
  • Project Description:

    For small start ups who have big vision but scarce resources, they need sophisticated automation early on to boost their chances of survival and success. One such customer approached us with the challenge of complete automation of his sales process. During customization of his Zoho CRM, we integrated WorldPay payment gateway and MailChimp with his Zoho to give him seamless experience of using it. With Zoho tailored to take care of most of the 'other' stuff, he could focus on his core business i.e. catering to more and more students with their different subject needs by bringing quality teachers and books to his platform.

  • Duration of the project : 3 weeks

Entire Business Process Automation :

business process automation
  1. Project Name: CRM Implementation for a Music Production company
    • External system integration – Email, PHP/MySQL based app and Xero
    • Country : UK
    • Industry segment: Small business, Music, Entertainment
    • Project Description: Zoho CRM was implemented for a music production/mucical event management company. The business process was very complex and we automated entire business process. They also wanted to make sure that they use a single system (CRM) for better customer connect, up-sell/cross-sell their services to their clients. We also built custom connector between Zoho CRM and Xero.
    • Duration of the project : 3 weeks
  2. Project Name : Zoho CRM Customization for an online shop
    • External system integration – Shopify, MailChimp, PHP/MySQL system, Email
    • Country : USA
    • Industry segment: Small business, Online stores, Fashion
    • Project Description: Zoho CRM was implemented for one of the very popular online stores in USA. They wanted to make sure they use a single system(CRM) for better customer connect, up-sell/cross-sell their services/products to their clients. We built custom connector between Zoho CRM and Shopify. They also wanted to integrate their online store’s data with Zoho CRM.
    • Duration : 6 weeks

Integrating with Other Already Existing systems :

integrating with other already existing systems
  1. Project Name : CRM Implementation for a motivational speaker
    • External system integration - 1ShoppingCart
    • Country : USA
    • Industry segment: Small business, Business Success, Professional Speaker/Consultant
    • Project Description: Zoho CRM was implemented for one of the world’s most renowned motivational speaker. They wanted to make sure they use a single system(CRM) for better customer connect, up-sell/cross-sell their services/products to their clients. We built custom connector between Zoho CRM and 1Shopping cart. They also wanted to integrate their online store’s data with Zoho CRM.
    • Duration of the project : 3 weeks
  2. Project Name : Zoho CRM Customization for a Manufacturing company
    • External system integration – MailChimp, Xero , Email
    • Country : NZ
    • Industry segment: Small business, Manufacturing
    • Project Description: Client was in manufacturing domain. We helped them with CRM customization and also created custom MailChimp and Xero Connectors for them.
    • Duration of the project : 4 weeks
  3. Project Name : Zoho CRM Customization for a Manufacturing company
    • External system integration – MailChimp, Xero , Email
    • Country : Australia
    • Industry segment: Small business, Manufacturing
    • Project Description: Client was in manufacturing domain. We helped them with CRM customization and also created custom MailChimp and Xero Connectors for them.

Sales and Marketing Automation :

sales and marketing automation
  1. Project Name: Zoho CRM Implementation for Franchise business
    • External system integration – MailChimp, PointofMail, Website and Email
    • Country : USA
    • Industry segment: Small business, Franchise management, Hotel Management
    • Project Description – Customer had a franchise business for food chain. They had plans of offering “mobile fast food chain”. We helped them set up franchise lead management system. All operations were automated. We configured Zoho CRM and also created custom Zoho to MailChimp Connector as per their requirements.
    • Duration of the project : 3 weeks
  2. Project Name : Zoho CRM Customization for a Reputation management company
    • External system integration – MailChimp and Email
    • Country : USA
    • Industry segment: Small business, Professional services, Reputation management
    • Project Description – Customer was an online reputation management business. We helped them set up lead management system. All operations were automated. We configured Zoho CRM and also created custom Zoho to MailChimp Connector as per their business requirements.
    • Duration of Project : 1 week
  3. Project Name : Zoho CRM Customization for a Trading business
    • External system integration – MailChimp, Website and Email
    • Country : USA, China, Mexico
    • Industry segment: Small business, Trading , Import/Export
    • Project Description – Customer was an import/export house based in China. They wanted to use Zoho CRM as a operational system. We helped them set up lead generation, sales automation, inventory, invoice, vendors and also created very interesting reports as per their requirements. All operations were automated. We also created custom Zoho to MailChimp Connector as per their business requirements.
    • Duration of Project : 4 weeks

Ensuring CRM is at the Centre of all the Systems :

ensuring crm is at center of all the systems
  1. Project Name: CRM Implementation for a Telecom company
    • External system integration – Zoho Creator, Pricing system in PHP/MySQL
    • Country : Australia
    • Industry segment: Small business, Telecom, Mobile
    • Project Description: Zoho CRM was implemented for a small telecom company. They were selling mobile plans and handsets to customers. They wanted CRM to be used as a central repository for all their operations. We build a custom PHP/MySQL based app to make this happen. They wanted to make sure they use a single system(CRM) for better customer connect, up-sell/cross-sell their services/products to their clients.
    • Duration of the project : 3 weeks
  2. Project Name : Zoho CRM Implementation for an IT services business
    • External system integration – MailChimp, website and Email
    • Country : USA
    • Industry segment: Small business, Professional services /Consulting company( IT)
    • Project Description: Zoho CRM was implemented for a small IT consulting company. They had a virtual mall concept and were selling these services through several intermediaries across the globe. They wanted CRM to be used as a central repository for all their operations and also custom integration with MailChimp. We configured CRM system as per their requirement and also created custom MailChimp Connector for their campaign management
    • Duration of the project : 3 weeks
  3. Project Name : Zoho CRM Customization for a Online shop
    • External system integration – BigCommerce
    • Country : USA
    • Industry segment: Small business, Online business
    • Zoho CRM was implemented for one of the very popular online stores in USA. They wanted to make sure they use a single system(CRM) for better customer connect, up-sell/cross-sell their services/products to their clients. We built custom connector between Zoho CRM and BigCommerce. They also wanted to integrate their online store’s data with Zoho CRM.
    • Duration : 6 weeks
  4. Project Name: Zoho CRM customization for Accounting firm
    • External system integration – MailChimp, Online Project Management software
    • Country : India
    • Industry segment: Small business, Accounting firm
    • Project Description: Zoho CRM was implemented for a small accounting firm in India. They wanted to make sure they use a single system(CRM) for better customer connect, up-sell/cross-sell their services to their clients. We also configured our standard Zoho to MailChimp Connector for campaign/newsletter management.
    • Duration : 2 weeks

Migration from Excel sheets to CRM :

migration from excel sheets to crm
  1. Project Name: Zoho CRM customization for a Travel company
    • External system integration – On premise system
    • Country : India
    • Industry segment: Small business, Travel and tourism
    • Project Description: Zoho CRM was implemented for a small travel company in India. They wanted to make sure they use a single system(CRM) for better customer connect, up-sell/cross-sell their services to their clients. We created several custom work-flows for them.
    • Duration : 2 weeks

Better manage the growing Business :

better manage the growing business
  1. Project Name : Zoho CRM Customization for a Video Conferencing Production business
    • External system integration – Website, PHP/MySQL system and Email
    • Country : USA, Japan
    • Industry segment: Small business, Video equipments, Video Production/Broadcasting
    • Project Description – Customer had a unique service offering. They used to offer streaming of an event online. Their main problem was lead nurturing. We helped them set up lead generation, lead nurturing, sales automation, invoice, vendors and also created very interesting reports as per their requirements.
    • Duration of Project : 4 weeks
  2. Project Name : Zoho CRM Customization for a Immigration Consultancy Business
    • External system integration – Email
    • Country : India and UK
    • Industry segment: Small business, Immigration Consultant, Visa Consultant
    • Project Description – Customer was an Immigration consultant. Client had operations across India and were looking for effective CRM. We helped them set up lead generation, lead nurturing, sales automation, invoice, vendors and also created very interesting reports as per their requirements.
    • Duration of the project : 4 weeks