Case Study

Improved Sales CRM Workflow Management for Leading Telecom Services Company

We used state-of-the-art CRM and integrated it into their website for smoother operations, and also included DocuSign to ensure online signature-based document management.

 

About the Customer

The client is a leading telecom company that provides premium CPaaS VoIP services which allow users to acquire, port, and provide DIDs as well as track bills in real-time. Their operations rely on their sales infrastructure to function smoothly and provide customers with best-in-class service. With the rapid expansion of business across geographies, they needed an enterprise solution that was scalable, cost-effective, but robust enough to handle increasing customer demands at any scale. 

Custom CRM Needs

  • Create a clear, organized structure for their sales team.
  • Incorporate an online signature-based document management system.
  • Automate the sales workflows, with specific focus on lead generation, to the greatest extent possible.

 

Custom CRM Needs
Solution-Brief

Solution Brief

  • An improved role-management system giving specific responsibilities to different individuals.
  • Integration of DocuSign with the CRM system, to ensure that every document signed is properly stored and logged.
  • Automatic addition of lead in the CRM system from the customer website Contact Us form.
  • Multiple plugins to improve sales workflows – Email Configuration, SMS Addon, Call Addon, and WhatsApp Addon
  • Better teamwork with the Internal Note plugin
  • Customer 360 Degree View plugin to help sales teams come up with personalized shopping experiences tailored for individual customer needs.

Business Benefits

R

Organized Team Hierarchy

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Securely Signed Documents

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Dynamic Lead Generation

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Smooth Operations

More Case Studies

We have built custom CRM solutions for for a variety of industry domains including retail, ecommerce, infrastructure, healthcare, telecom, and  automotive.

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