Royal Engineering: Fine Tuning a Custom CRM
Executive Summary
Introduction
The Business
The Challenge
Before working with The Revenue Strategy, Royal Engineering encountered several roadblocks:
Limited Programming Capabilities: Internal teams lacked the expertise to make advanced customizations within Zoho.
Slow Implementation: Programming tasks were taking too long, delaying process improvements.
Disorganized Sales Tracking: Without a formal sales stage process, it was difficult to track client interactions and follow-ups.
The Solution
The Revenue Strategy brought deep Zoho expertise to help Royal Engineering implement a visual and structured sales process. Key deliverables included:
Customized CRM Enhancements: Tailored configurations made the CRM more intuitive and aligned with the company’s workflow.
Sales Stage Visualization: Introduced a clear sales pipeline to track contacts through each stage.
User-Centric Design: Simplified the CRM interface to enhance the experience for all users.
Implementation and Results
The impact of The Revenue Strategy’s work was significant and measurable:
Improved Sales Tracking: Contacts no longer fall through the cracks thanks to clear process visibility.
Increased User Adoption: A simplified interface led to better day-to-day usage across the team.
Enhanced Communication: The Revenue Strategy maintained consistent updates and support throughout the process.
Public Recommendation
“The Revenue Strategy has been instrumental in developing a visual way to track our sales process. They are excellent at sending status updates and make sure they are communicating along the way. They have been able to tackle tough requests and they have the expertise needed to help us with our improvements. With their help we’ve been able to make our CRM easier to navigate, making it easier on each user because of it.”