Vectra Hakkında
Vectra, a consulting company renowned for Enabling Positive Impact and Empowering Business Transformations Worldwide, faced challenges in integrating complete customer lifecycle management. Their struggle was notably evident in lead-to-customer conversion and Zoho CRM reporting.
Sektör
IT Security
Hizmet Türü
IT
Deneyimini Aktaran Yönetici
İbrahim Çakıcı – Senior Software Eng. & Solution Architect
Kullanılan Zoho Uygulaması
Evaluation of the Problem
Analysis:
LeadPro assessed VECTRA’s challenges and identified the need for customized solutions to optimize Zoho CRM. The evaluation focused on understanding VECTRA’s specific requirements and the gaps in their current system.
Proposed Solutions
Solution Details:
LeadPro proposed and implemented several solutions:
- Customization of Zoho Crm – Zoho Data Prep: Tailored project templates, task workflows, role-based access, and time tracking.
- Integration with Existing Applications: Seamless integration with VECTRA’s ERP system and other tools.
- Custom Modules in Zoho CRM: Developed to capture VECTRA’s unique processes.
- Enhanced CRM Capabilities: Advanced calculations and forecasting within Zoho CRM.
- Customization of Zoho Expense: Tailored expense tracking and reporting features to fit VECTRA’s financial workflows.
Implementation
Process:
- Duration: The implementation was completed efficiently, minimizing disruption to VECTRA’s operations.
- Bottlenecks: Addressed through close collaboration and real-time adjustments.
- Additional Services: Included migration, customization, and continuous support.
Results
Business Impact:
- Efficiency and Productivity: Optimized project management and streamlined workflows.
- Data Management and Integration: Improved data exchange and operational visibility.
- Decision-Making: Enhanced forecasting and profitability analysis.
- Collaboration: Strengthened internal and external communication.