How can business automation be utilized to overcome managerial issues in a company?

25.07.23 05:49 PM - By OHO Solutions

Discovering the capabilities of technology with ZOHO business applications for business purposes.

Resolving the diverse and distinct needs of each business requires more than a single solution. This is where the integration of 

multiple products and customization tailored to individual customer requirements becomes crucial in maximizing business efficiency.

 To gain a clearer understanding of this concept, let's delve into an example.


About OhYes:
Oh Yes is a company that acts as an intermediary between customers and service providers, offering comprehensive house solutions 
including construction, interior design, home automation, and maintenance services. It locates capable experts who can supply services and offers them to customers/users based on their need. For this, Oh Yes will have to review their work status and other information, vendor status and other information, along with customer status and other information. They approached us with some problems that hindered their company’s progress.

The Problems:

1, Oh Yes faced difficulties in handling the large number of queries from both vendors and customers, which originated from multiple sources. This created a challenge for the company in effectively organizing and tracking each individual query. As the volume of queries increased, 

it became increasingly difficult to keep a record of all the inquiries and ensure that they were appropriately addressed in a timely manner. 

The absence of a streamlined system made it challenging to manage the flow of queries, potentially leading to delays, miscommunication, and a less efficient resolution process.

2, The company also faced difficulties in conducting effective follow-ups with both customers and vendors. They struggled to track the progress of ongoing conversations. Furthermore, when the company reached out to follow up with customers and vendors, they faced a challenge in accurately recognizing and identifying the individuals involved. This made it difficult for them to determine the results or advantages that these interactions brought about. In simpler terms, they struggled to know exactly who they were talking to and how these conversations impacted the overall outcomes or benefits for the company.


3, The company faced significant challenges when it came to executing numerous campaigns through WhatsApp, email, social media, customized messaging, and telephone calls. Coordinating and managing campaigns across these diverse channels presented several difficulties that required careful planning and execution.


4, Gathering feedback from clients who had completed the service posed a significant challenge for the company. Once the work was finished, it became difficult to obtain timely and comprehensive feedback from customers, which was crucial for evaluating their satisfaction, identifying areas for improvement, and in evaluating overall success of the service delivery.


5, The company encountered a major difficulty in dealing with tasks related to creating and managing phone calls, as well as other related activities. It was a significant challenge for them to handle the process of initiating and managing phone calls, along with all the tasks associated with it. In simpler terms, they faced a big problem when it came to making and managing phone calls, and all the tasks that were connected to them.


SOLUTIONS


ZOHO CRM; We used Zoho CRM to track and classify leads from multiple sources such as WhatsApp, websites, Facebook, and other campaigns, enabling them to have a centralized view of leads under a section called "leads." This section provided details such as lead names, phone numbers, sources, current statuses, handler details, and creation timestamps. Zoho CRM also provided notifications for follow-ups, simplifying the process.

Zoho CRM proved to be a valuable asset for the company, enabling them to effectively track the progress of follow-ups. With Zoho CRM's robust reporting capabilities, the company gained insights into their leads and interactions. Under the dedicated module called "reports," they were able to access and analyse data based on various interests and parameters. For example, the company could identify which users received a higher number of calls, indicating their level of engagement with clients. They could also evaluate user performance by determining who interacted more frequently and effectively with clients. Furthermore, Zoho CRM allowed them to assess the success of their sales efforts by identifying the users who generated more deals and leads.

They usually received leads from websites and other third-party applications in the form of bookings. In such cases, bookings as leads were organised under leads section and others were kept under bookings section in CRM. This arrangement allowed users or employees to directly follow up, track, and create records for each lead.
They wanted to assign a partner to the client based on their needed service. Details of all partners were stored under partners section, making it possible for them to choose each partner from this section.

Zoho CRM provides a dashboard feature that gives them a centralized and visual summary of important information and metrics. This feature empowers users with a clear and concise overview of their business performance, helping them make data-driven decisions and move their business forward successfully.
Picky Assist; They wanted to run campaigns through WhatsApp, for which CRM was integrated with picky assist. This integration allowed them to run campaigns on WhatsApp, whether it was sending messages to individual recipients or sending messages in bulk to a large group of people. They could create different templates within Picky Assist, which made it easier for them to send pre-designed messages along with their campaigns. Hence by combining Picky Assist with Zoho CRM, the company could run campaigns on WhatsApp smoothly, using pre-made message templates.

Telephonic integration;  Voxbay telephonic integration was integrated with Zoho CRM to handle tele calling. After each call, complete client details were available under the calls module in CRM, including call type, start time, duration, call owner, and call recordings. This integration made follow-up for customers easier by allowing direct calling through CRM. Vendor status was also made available through telephonic integration.

Zoho Survey; The company had difficulty gathering feedback from their customers, which posed a challenge for them. To address this issue, they were provided with a solution called Zoho Survey. This tool was integrated with their CRM system, Zoho CRM, to streamline the feedback collection process. By combining Zoho Survey with Zoho CRM, they were able to create and distribute surveys to their customers directly within the CRM platform. This simplified the feedback collection process and allowed them to gather valuable insights and opinions from their customers.
After completing their work, each customer received an email and WhatsApp message containing feedback forms, facilitating feedback collection.

WRAPPING UP
Oh Yes, as an intermediary company providing comprehensive house solutions, faced several challenges in managing customer queries, conducting effective follow-ups, executing campaigns, gathering feedback, and handling calls. However, by implementing various solutions, such as Zoho CRM, Picky Assist, telephonic integration, lead organization, partner assignment, and Zoho Survey, they were able to address these challenges and improve their overall operations. By utilizing these tools and integrating them into their operations, Oh Yes was able to overcome their hindrances, resulting in increased efficiency, improved customer satisfaction, and overall progress for their company.

Get in touch with OHO Solutions to enable your business with the appropriate technology and automation tools. Empowering businesses through the right technology has always been our driving force. Whether your business is small or large, we comprehend your needs and customize the ideal tools to automate your operations at a reasonable and affordable cost. If you're unsure about the suitability and feasibility of automation tools for your business, we invite you to participate in a complimentary 30-minute discussion with our expert panel at 
OHO Solutions. Simply dial 9567443377 or send us an email at info@ohosolutions.in. We are eager to assist you and provide excellent service.

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