Customer:  Iz Technology Service

Date: 2020

Services

    • Digitalization of Sales Processes
    • Digitalization of Customer Management Processes
    • Digitalization of Project Management Processes

Website: izteknolojiservisi.com

Status Assessment

  • The company had no CRM infrastructure.
  • Tracking of customers from different communication channels (Facebook, WhatsApp, Google Ads, Website contact form, etc.) was managed in different environments.
  • There were no quote templates.
  • Repair and labor costs were communicated verbally to customers.
  • Documents such as photos and notes related to repair and labor could not be backed up.
  • There was no tracking related to products and labor.
  • Data about customers visiting the website could not be measured
  • There was no Chat icon on the site

Improvements

  • Zoho CRM infrastructure was established, allowing all customers from different channels to be collected in a single pool, classified, and managed.

  • With Zoho CRM, tracking and measurement of activities related to customers became possible.

  • Zoho CRM, it became possible to track at which stage the sales were and how much was sold to each customer.

  • Zoho CRM API, service stages could be automatically communicated to customers via SMS.

  • Expenses for advertising campaigns on Google Ads and Facebook Lead Ads could be tracked.
  • A quote template was prepared and made easily email-ready
  • .
  • Modules showing the stages of repairs and labor were created to enable customers to see at which stage the repair and labor were (job order module).
  • Zoho Social was used to monitor all social media accounts from a single platform.

  • With Zoho Sales IQ, a chat icon was added to the website, allowing website visitors to have live chat and call options. In this way, those who entered the website were able to Live Chat and call with representatives.

  • The time spent by customers on the website was measured using Zoho Sales IQ.

  • Detailed reports on user performance and customer tracking were made possible with Zoho Analytics.

Favorite Features

  • Zoho CRM
  • Zoho Sales IQ
  • Zoho Analytics
  • Zoho Social
  • Google Ads – CRM Integration
  • Facebook Ads – CRM Integration

About the Company

IZ Technology Service is a technical service company that provides technological support to consumers and brands with 30 years of experience.

About the Project

Before working with us, the company did not have a proper CRM system and lacked a system to track and record their customers, which was overshadowing IZ Technology Service’s customer-centric approach. With Zoho CRM, we found a solution to this problem, and the company achieved many improvements, including a well-functioning CRM system.

For Iz Teknoloji, customers are always at the forefront. However, they did not have a CRM system  suitable for their structure and there was no structure where they could track and manage records. Peranet found a solution to these problems with Zoho CRM. Thanks to Zoho CRM, they would be able to manage and track their customers in an international system, and at the same time, they would have a structure specific to their company thanks to the features offered by the system.

Iz Technology Service, which is an example of innovation and experience in the sector, started using Zoho CRM with the advice of Peranet experts and was able to track all activities related to customers from all communication channels from a single platform. Additionally, with the information obtained from the Sales Opportunities section in Zoho CRM, it became possible to track how much sales were made to these customers.

One of the other shortcomings of Iz Technology Service was that communication during the sales process, which is one of the most important elements of being a corporate company, was old-fashioned. For this reason, Peranet experts prepared letterhead proposal templates for the company on the web and enabled customers to make offers via e-mail. Thus, the role of digitalization was utilized at the bidding stage.

Apart from this, as a development that will benefit the company in many areas from sales to customer management, Zoho Sales IQ has started to measure how much time customers spend on the website. Additionally, with the same application, a live chat icon was placed on the website, allowing customers and prospective customers to chat live with customer representatives. In this way, İZ Technology Service achieved its aim of being more accessible.

When it comes to customer management, Zoho Social should not be mentioned. Thanks to Zoho Social, interaction with customers (comments, likes, complaints and compliments) on all social media of Iz can be tracked concretely and instantly. At this point, the features of Zoho Analytics were used when necessary, and customer-related activities were reported in detail and followed up with analysis, and performance measurements of the sales and project teams were also provided. 

An SMS system was established to inform the dealer staff and the customer when the stages change in the Work Order module created specifically for İz Teknoloji in Zoho CRM. The customer’s information available in CRM was used within the SMS. In this way, it has become easy to see the current stage of the customer and the dealer. The infrastructure for SMS work was provided by integrating with the manually sent SMS infrastructure that Iz Teknoloji had previously used. They have simplified the company’s follow-up processes not only via e-mail but also by sending SMS to the phone. 

Iz Technology also has dealer systems in addition to its own company personnel. At this stage, the Customer Portal, an issue for which Zoho CRM finds a solution, will come in handy. Thanks to portal authorization, a screen has been created for each dealer where they can see only their own customers and enter their own records. In this way, dealers’ records can be tracked in an up-to-date manner within Zoho CRM. 

In this way, İZ Technology Service, benefiting from Zoho products and Peranet’s vast knowledge, has increased its success in Sales Processes, Customer and Project Management and many other areas and made the necessary changes. If you want to make the necessary changes in your own company’s processes and add value to your corporate organization, our team of Zoho experts     İSjust away.

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