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Dekra Certification

Zoho CX (CRM Plus) implementation and integration

Business Description:

DEKRA Certification has been present on the Polish market from over 20 years as a part of world's leading international company providing comprehensive services for industrial, construction and automotive industry including certification of products, people and management systems.

Global know-how, modern laboratories as well as the knowledge and experience of the experts allows to provide the highest quality services for customers in the area of compliance audits, expertise, technical opinions, testing and personnel development.

The Challenge:

    Until establishing cooperation with Z Partner, DEKRA Certification had a distributed database in the sales department. The challenge was to divide particular leads accordingly to the source, from which they come from. It rendered the customer service more difficult, the actions taken on the leads are not always stored in the system. Vendors had to waste their time for transferring data manually form system to system because the marketing department had a separate database.

Our Solutions:

    Together with DEKRA Certification, Z Partner had prepared the implementation plan to assume better organization in the sales department.

  • The main database was settled in Zoho CRM and comprehensively integrated with other tools like Zoho SalesIQ, Zoho Survey, Zoho Campaigns and also other external systems.
  • Customized forms made in Zoho Forms divide particular leads accordingly to its source.
  • Additional facilities like : automatic calculation of training profitability , SMS and email notifications for customers and modules for generating coupons.

The Result

Full integration between departments with one main database. Saving employees time,

which can be use for more effective service and gaining sales benefits.

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