Challenge
Vedliai builds a learning system for teachers and sells it to schools and municipalities. The team worked in Zoho CRM, but it wasn't set up for this process: website enquiries went to monday.com, duplicates piled up, and proposals and contracts were prepared by hand.
The contract isn't standard: its annexes, prices and terms depend on which products a school buys and for which school years.
What we did
We talked to the team, listed where the process got stuck and adapted Zoho CRM:
- Website enquiries and event sign-ups go straight into Zoho, are linked to the school and assigned to the right sales rep.
- A proposal is generated from the deal with all products and terms.
- A contract is created automatically when the deal reaches the contract stage, and it adapts to each purchase: based on the products, the system picks the right annexes, fills in the school years, each product's price and the payment schedule, and generates the contract number.
- At each sales stage the next task is created automatically, for example to follow up in 7 or 30 days.
Result
Enquiries, proposals and contracts are linked to the school in one system. Sales reps generate the proposal and the contract from the CRM, so nobody retypes the data by hand.