Requirements Assessment and Zoho CRM Implementation for a Large Furniture Manufacturer
Accelerating sales processes transformation for a furniture business with Zoho CRM
CLIENT
Rockworth
INDUSTRY
Furniture, Manufacturing
DURATION
3 Months
SERVICE
DX Strategy
System Implementation
RELATED TOOL
CRM (Customer Relationship Management)
SUMMARY
Assisting Rockworth, a leading furniture manufacturer and retailer, in assessing and addressing their CRM requirements. Faced with challenges like excessive manual paperwork, difficulty in tracking sales activities, and lack of sales data visibility, we implemented ZOHO CRM, our recommended solution, within 2 months.
Internal Assessment
CRM Implementation
3X
Faster Implementation
100%
Accuracy in Recommended Tool (Still in Use)
BACKGROUND
Rockworth, a leading furniture manufacturer and retailer, faced significant challenges in managing customer relationships. With excessive manual paperwork, difficulty in tracking sales activities, and a lack of sales data visibility, Rockworth needed an efficient CRM solution to streamline their operations. Partnering with us, they sought to implement a robust CRM system to address these challenges.
CHALLENGES
Rockworth encountered several CRM management issues: • Excessive manual paperwork causing inefficiencies in lead assignment, deal follow ups, on-site visits, and more. • Difficulty in tracking and managing sales activities. • Lack of visibility into sales data, hindering informed decision-making. • The need for a centralized system to improve customer relationship management and sales tracking.
WHAT WE DID
Our approach focused on a thorough assessment and rapid CRM implementation to meet Rockworth's needs:
• Internal Assessment: Conducted a comprehensive assessment of Rockworth's existing CRM processes, identifying inefficiencies and areas for improvement.
• CRM Implementation: Implemented ZOHO CRM, our recommended solution, to streamline sales activities and enhance data visibility. This included customizing the CRM to fit Rockworth's specific requirements and training their team for effective use.
OUTCOMES
Through our collaboration, Rockworth achieved significant improvements: • 3X Faster Implementation: Completed the CRM implementation three times faster than industry standards, enabling Rockworth to quickly transition to the new system within two months. • 100% Accuracy in Recommended Tool: Successfully recommended and implemented ZOHO CRM, which continues to be in use, demonstrating its effectiveness and reliability. • Enhanced Sales Management: Improved tracking of sales activities and data visibility, leading to more informed decision-making and efficient customer relationship management.
By conducting a detailed internal assessment and implementing ZOHO CRM, we enabled Rockworth to optimize their sales processes and improve overall operational efficiency, supporting their position as a leader in the furniture manufacturing and retail industry.
