Challenge
Data was scattered: clients in an old CRM and Excel files, invoices and products in the accounting system.
What we did
We moved the data to Zoho CRM and built a client activation process from enquiry to first purchase, with modules for seminars and attendees. We connected Zoho to the accounting system. Leads from Facebook and the website reach the regional manager automatically, and AI sets the region from addresses in the accounting system.
Result
The full client picture in one place, on the phone too. Seminar attendees are created automatically from accounting data.