CRM, Data

Integrating Salesforce with InforXA ERP for Comprehensive Financial and Sales Forecasting

Creating a unified data environment that would support both financial reporting and sales forecasting.

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CRM, Data

Custom Inventory Management Solution Using Zoho CRM

Instead of purchasing additional software, we leveraged Zoho CRM’s powerful customization features to build a fully self-managed inventory management system.

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Data, Excel

Market Sizing and Opportunity Identification

By leveraging the principle of relative revenue multiples, we provided a detailed market size estimate and identified key opportunities across the industry.

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CRM, Data

Automating Customer-Facing Sales Presentations with Zoho

Salespeople needed to present relevant data about market trends, the customer’s current business, price changes, purchase patterns, and inventory assessments during client meetings.

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Data, Excel

Streamlining Data Integration and Reporting through Excel Automation

Automate data integration and reporting processes for a company that relied on a variety of disconnected data sources, including an ERP system, a CRM platform, and numerous legacy spreadsheets used by operations teams.

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CRM, Data

Automating Sales Forecasting and Reporting with Salesforce and ERP Integration

By integrating Salesforce with the company’s ERP system, we designed data models that accurately forecasted future revenue based on past sales activities.

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