CRM

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Client Overview:
Kshitij World is a dynamic organization that needed a more tailored and efficient way to manage its customer relationships, day-to-day activities, and internal performance tracking. Their existing system, Zoho CRM, lacked the flexibility to adapt to their evolving business needs.

Challenge:
The client required a customized CRM that could replace Zoho and provide end-to-end visibility of leads, streamline task management, and improve internal collaboration. Key challenges included:

• Tracking leads and follow-ups effectively.
• Sharing lead communication transparently among employees.
• Assigning dedicated Relationship Managers (RMs) post-conversion.
• Managing internal tasks and employee performance in real time.
• Generating in-depth reports for decision-making.

Solution:
A custom CRM solution was designed and developed to meet Kshitij World’s unique operational requirements. Key features included:

• Lead Management: Users could log leads, track follow-ups, and view complete conversation histories—accessible to the entire team for better collaboration.
• Contact Conversion & RM Assignment: Once a lead was converted, a dedicated Relationship Manager was automatically assigned to handle campaigns and maintain engagement.
• Task Management: A built-in task module enabled users to assign, track, and manage daily activities, helping leadership monitor team performance in real time.
• Advanced Inline Reporting: Customized reports provided clear insights into employee productivity and overall business growth.
• Tailored Functionality: The system was flexible enough to implement Kshitij World’s specific process requirements, ensuring a personalized and scalable solution.

Impact:
The new CRM empowered Kshitij World to:

• Enhance visibility across teams.
• Improve lead conversion rates.
• Monitor task completion and employee efficiency.
• Make data-driven decisions using real-time reports.
• Scale operations with a CRM built around their unique workflow.