- Industry: Construction
- Area of Expertise: CRM Sales Management
Background
The client for this project was a construction company, taking on a wide array of projects with a medium-sized workforce. They came to us with an existing Zoho system, used for tracking bids on a variety of construction projects. Their needs from Nimbis were: better structuring of their opportunity data, better reporting on their KPIs, and additional automations to save time.
Solutions
CRM
Our work on this project focused heavily on developing a robust CRM system. We designed detailed blueprints to automate stage transitions throughout the opportunity flow process.
Creator
Our client emphasized a desire to ensure that their employees could use the system we designed with minimal training. To address this, we created a custom Opportunity Creation app using Zoho Creator. This app enabled the creation of dynamic profiles, which differed depending on the type of opportunity. The Creator app also enabled the users to search for existing accounts or make a new account to connect their bid to.
Workdrive
We automated the creation of Workdrive folders following the qualification of each opportunity. These folders were created with a subfolder structure specific to that opportunity’s type, based on given template structures. Upon creation, the folders were also linked back to their respective Zoho CRM record. These folders moved as needed to archive, active, and inactive folders.
Outcomes
- Client has reported a significant improvement in the opportunity flow process. They have found the system is much easier to use, enabling more efficiency
- Client has used the system effectively in the management of all their opportunity flows
- User experience was tailored, and has been well received by all employees involved in the deal flow process
- Zoho has become their central information system, connecting with outside industry specific software
The automations deployed in this system have enabled better movement of opportunities. In managing the flow of information and files alongside each opportunity, their productivity has increased immensely.