Overview
Shanoor Homes is a premier real estate brand specialising in the development of luxury apartments and villa projects in Trivandrum. Established in 2009, the company has successfully completed over 10 lakh square feet of premium real estate and is currently executing 7 lakh square feet of ongoing projects. Shanoor Homes is dedicated to crafting exquisite living spaces that redefine comfort, style and quality. With a strong emphasis on innovation and rigorous quality control, the company ensures that every home is a sanctuary of peace and joy.
Shanoor Homes is a premier real estate brand specialising in the development of luxury apartments and villa projects in Trivandrum. Established in 2009, the company has successfully completed over 10 lakh square feet of premium real estate and is currently executing 7 lakh square feet of ongoing projects. Shanoor Homes is dedicated to crafting exquisite living spaces that redefine comfort, style and quality. With a strong emphasis on innovation and rigorous quality control, the company ensures that every home is a sanctuary of peace and joy.
EXECUTIVE SUMMARY
The firm targets a B2C audience and is currently focused on improving its sales and customer engagement processes. Key challenges include streamlining lead management through automation, enhancing customer communication with workflows and email triggers, and improving sales tracking by effectively converting leads into deals. The firm also aims to optimize onsite visits with location-based checkins and automated scheduling, while strengthening data-driven decision-making through CRM insights to refine marketing and sales strategies.
The firm targets a B2C audience and is currently focused on improving its sales and customer engagement processes. Key challenges include streamlining lead management through automation, enhancing customer communication with workflows and email triggers, and improving sales tracking by effectively converting leads into deals. The firm also aims to optimize onsite visits with location-based checkins and automated scheduling, while strengthening data-driven decision-making through CRM insights to refine marketing and sales strategies.
Problem Statement and Key Challenges
Shanoor Homes faced several critical challenges that disrupted its operational efficiency:
Shanoor Homes faced several critical challenges that disrupted its operational efficiency:
1. Streamlining Lead Management
Automating lead capture, categorisation, and follow-up processes to improve overall efficiency.
Automating lead capture, categorisation, and follow-up processes to improve overall efficiency.
2. Enhancing Customer Engagement
Ensuring consistent communication with prospects through automated workflows and preset email triggers.
Ensuring consistent communication with prospects through automated workflows and preset email triggers.
3. Improving Sales Tracking
Converting qualified leads into deals and effectively monitoring the entire sales pipeline.
Converting qualified leads into deals and effectively monitoring the entire sales pipeline.
4. Optimising Onsite Visits and Follow-ups
Enabling location-based check-ins for sales teams during site visits and automating appointment scheduling
Enabling location-based check-ins for sales teams during site visits and automating appointment scheduling
5. Boosting Data-Driven Decision Making
Leveraging CRM report insights to refine marketing and sales strategies.
Leveraging CRM report insights to refine marketing and sales strategies.
Evaluation of the Problem
Business operations expand across B2C, B2B (Distribution),and online sales (WooCommerce platform), their existing systems—Zoho Books (ProfessionalPlan) and Zoho Inventory (Premium Plan)—have reached functional limitations that restrict the efficiency, accuracy, and flexibility required for further growth.
Business operations expand across B2C, B2B (Distribution),and online sales (WooCommerce platform), their existing systems—Zoho Books (ProfessionalPlan) and Zoho Inventory (Premium Plan)—have reached functional limitations that restrict the efficiency, accuracy, and flexibility required for further growth.
Proposed Solution
To address these challenges, OHO Solutions implemented Zoho CRM , a customisable platform that Shanoor Homes operations and improved workflow efficiency.
To address these challenges, OHO Solutions implemented Zoho CRM , a customisable platform that Shanoor Homes operations and improved workflow efficiency.
Key components of the solution included:
● Automate lead capture and follow-ups to improve efficiency and conversion rates.● Centralize customer data for seamless tracking and better relationship management.● Enhance communication through automated workflows, emails, and reminders.● Streamline sales pipeline management with clear deal tracking and automation● Optimize onsite visit scheduling and check-ins for improved sales coordination.● Leverage CRM analytics to gain insights for strategic decision-making and marketing optimisation.
● Automate lead capture and follow-ups to improve efficiency and conversion rates.
● Centralize customer data for seamless tracking and better relationship management.
● Enhance communication through automated workflows, emails, and reminders.
● Streamline sales pipeline management with clear deal tracking and automation
● Optimize onsite visit scheduling and check-ins for improved sales coordination.
● Leverage CRM analytics to gain insights for strategic decision-making and marketing optimisation.
Implementation
The implementation process followed a phased approach:
1. Requirements Gathering : Collaboration with Shanoor Homes team to document workflows and identify operational gaps.
2.System Design and Customisation : Automate lead capture and follow-ups to improve efficiency and conversion rates while centralizing customer data for seamless tracking and relationship management. Streamline sales pipeline and onsite visit management through automated workflows, emails, and reminders. Leverage CRM analytics to gain actionable insights for strategic decision-making and marketing optimization.
3.Testing and Deployment : Rigorous testing ensured system reliability before full-scale deployment.
4.Training and Support : Staff were trained to use the new system effectively, and ongoing support was provided for seamless adoption.
Results
The implementation of Zoho CRM delivered measurable improvements:
Lead Automation & Follow-Ups
Automate lead capture from multiple channels and follow-ups to improve operational efficiency and increase conversion rates. This ensures timely engagement with prospects and reduces manual effort.
Centralized Customer Data & CommunicationMaintain a single, centralised customer database for seamless tracking and improved relationship management. Enhance communication through automated workflows, emails, and reminders to ensure consistent and timely interactions.
Sales Pipeline & Onsite Visit ManagementStreamline sales pipeline management with clear deal tracking and automation for better visibility and control. Optimize onsite visit scheduling and check-ins to improve sales coordination and customer experience.
Analytics & Strategic InsightsLeverage CRM analytics to gain actionable insights that support strategic decisionmaking and marketing optimization, enabling data-driven growth.
With OHO Solutions’ tailored implementation, Shanoor Homes optimised its lead managements, improved customer engagement, and positioned itself for long-term success
Automate lead capture from multiple channels and follow-ups to improve operational efficiency and increase conversion rates. This ensures timely engagement with prospects and reduces manual effort.
Centralized Customer Data & Communication
Maintain a single, centralised customer database for seamless tracking and improved relationship management. Enhance communication through automated workflows, emails, and reminders to ensure consistent and timely interactions.
Sales Pipeline & Onsite Visit Management
Streamline sales pipeline management with clear deal tracking and automation for better visibility and control. Optimize onsite visit scheduling and check-ins to improve sales coordination and customer experience.
Analytics & Strategic Insights
Leverage CRM analytics to gain actionable insights that support strategic decisionmaking and marketing optimization, enabling data-driven growth.
With OHO Solutions’ tailored implementation, Shanoor Homes optimised its lead managements, improved customer engagement, and positioned itself for long-term success