{"id":62458,"date":"2021-06-24T00:00:00","date_gmt":"2021-06-24T00:00:00","guid":{"rendered":"https:\/\/www.targetintegration.com\/case-study\/helping-kalkine-improve-automation-and-consultancy-processes-with-zoho\/"},"modified":"2021-06-24T00:00:00","modified_gmt":"2021-06-24T00:00:00","slug":"helping-kalkine-improve-automation-and-consultancy-processes-with-zoho","status":"publish","type":"case-study","link":"https:\/\/www.targetintegration.com\/en_ie\/case-study\/helping-kalkine-improve-automation-and-consultancy-processes-with-zoho\/","title":{"rendered":"HELPING KALKINE IMPROVE AUTOMATION AND CONSULTANCY PROCESSES WITH ZOHO"},"content":{"rendered":"

Overview<\/h2>\n

Kalkine did not work on any software in the past. But, when their business required a certain level of tuning in terms of processes and operations management, they started looking out for a CRM Solution. Having researched their options for a Zoho partner, they chose Target Integration for software consultancy and implementation services.<\/p>\n

CLIENT
\n<\/strong>Kalkine<\/p>\n

SERVICES<\/strong>
\nConsulting, Implementation<\/p>\n

PRODUCTS<\/strong><\/p>\n

INDUSTRY<\/strong>
\nFinance<\/p>\n

Challenges<\/h2>\n

Kalkine wanted to upscale their operations and needed an application to manage the complete customer lifecycle, from leads and acquisition to customer service\u00a0and retention, and\u00a0to automate the overall business process. Following initial consultations, Target Integration proposed\u00a0the Zoho One suite\u00a0(all employee pricing)\u00a0to manage both their sales representatives\u00a0and\u00a0sales management operations\u00a0efficiently.<\/p>\n

Target identified the main challenges faced by\u00a0Kalkine investment consultancy company<\/u><\/a>\u00a0as follows:<\/p>\n

\"\"<\/p>\n

Application to Manage Ticketing System<\/h4>\n

A professional help desk application was needed\u00a0to manage\u00a0Kalkine\u2019s\u00a0ticketing system, improve customer engagement and ultimately deliver an improved customer service experience.\u00a0They also needed one unified\u00a0data organisation tool, or CRM,\u00a0to manage their interactions and information from leads and deals to service delivery.<\/p>\n

Exclusive Business Application Platform<\/h4>\n

Needed a Single Business Application Platform\u00a0to operate various company operations along with customer support management that can fit their company size. A CRM software to manage customer relationships and business sales.<\/p>\n

Software with Multiple Data Access Levels and Security<\/h4>\n

The client required a CRM\u00a0that would allow them to define access permissions for all roles within the business, from admin or sales staff to executives.\u00a0\u00a0The system also needed to be integrated into their consultancy business, to allow their support agents secure access to relevant customer and service related information.<\/p>\n

Solutions<\/h2>\n

Kalkine was delighted with both Zoho Desk (help desk\u00a0support software) and Zoho CRM (sales and customer management) and decided to take things to the next step. \u00a0They asked Target Integration for a unified system, where elements could communicate and integrate, with scope for further expansion and development\u00a0as their business dynamics and operations changed\u00a0to reflect\u00a0market standards and customer needs. Target Integration helped this investment consultancy company address all these\u00a0business challenges with following solutions:<\/p>\n

A One-Stop Solution<\/h4>\n

Target Integration implemented Zoho One suite as a single business application platform,\u00a0meaning\u00a0Kalkine\u00a0were capable of managing customer information and sales closure records,\u00a0without the need to navigate\u00a0between different systems.<\/p>\n

Enhanced Customer Relationship<\/h4>\n

Zoho CRM working as a Data Management & Storage solution for Kalkine and helping the Sales Representative and Customer Support team to stay on the same page. It was also integrated with their Helpdesk Software.<\/p>\n

Ticketing and Mobile Application<\/h4>\n

Zoho Desk provides\u00a0a professional, user friendly\u00a0ticketing solution for Kalkine,\u00a0whilst the addition of the Zoho Mobile Application helps\u00a0their sales representatives, internal staff and support agents to access data\u00a0anywhere and at anytime.<\/p>\n

\"\"<\/p>\n

Result<\/h2>\n

By using Zoho Desk, Kalkine is now able to maintain and manage prompt responses and improved communication with their customers. They no longer have to maintain excel spreadsheets, and have eliminated the associated challenges of manual errors or data security. And the implementation of Zoho CRM has resolved the core issues in managing both sales representatives and the sales process. Finally, the automation and workflow set up in Zoho One suite has equipped them with the foundations needed for strong business process support.<\/h4>\n

After the successful implementation of Zoho One suite,\u00a0Kalkine asked Target Integration for AMC\u00a0as they wanted ongoing training and support assistance for the smooth and continuous\u00a0setup of their IT operations. This is helping them to scale up their back-office processes and operations significantly.<\/p>\n


\nEnquire now
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