Case Studies: CRM

Our CRM case studies highlight the success stories of businesses that have transformed their customer relationships, streamlined operations, and increased sales through custom CRM setups, automation, and maintenance.

Explore Our Projects:

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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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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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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Case Studies: CRM

Our CRM case studies highlight the success stories of businesses that have transformed their customer relationships, streamlined operations, and increased sales through custom CRM setups, automation, and maintenance.

Explore Our Projects:

Integrating Salesforce with InforXA ERP for Comprehensive Financial and Sales Forecasting

Custom Inventory Management Solution Using Zoho CRM

Automating Customer-Facing Sales Presentations with Zoho

Automating Sales Forecasting and Reporting with Salesforce and ERP Integration

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