Kreato helps Pssrijan to centralize customer data, organize their pre-sales process and streamline customer communications.

The Challenge

Customer information had been collected by a primitive system of spreadsheets and paperwork that was woefully inadequate for the sales team to effectively track leads, follow-up and acquire customers. 

Pssrijan executes targeted campaigns through email and print advertisements frequently. Most of the enquiries they received are through the phone calls. Tracking of these enquiry calls was a difficult task for the team. They want a solution to auto capture leads generated from emails and calls replacing the manual method of data collection.

“PSSrijan had a post sales process in place but didn’t have a pre-sales process” recalls Prashant Chopra. CRM software was identified as the best way forward, giving the business the ability to centralize customer data, organize our pre-sales process, streamline all customer communications and provide the sales team all the necessary tools to be more productive and efficient.

Solution

Kreato gives PSSrijan all the best tools to organize the customer data and extract the information they wanted quickly. Everyone is working from the same database, a single source of accurate information that is overseen by the leadership team.

With the help of ready-to-use integration Apps in Kreato, they were able to integrate the cloud telephony service with Kreato in minutes. The sales team could easily track responses to their Ad campaigns now. 

Tracking of emails & calls, ability to record, transcript and analyze the conversations has helped to streamline the communications. “Access to call recordings is an added advantage so that training can be given to the executives.” adds Prashant Chopra.

The help & setup videos made it easy for the admin team to configure and customize the system. Process roadmap for lead management defined mirroring the stages and steps they follow. Now the team always know what next to do and are consistent with their efforts. Tracking of leads has become efficient with intelligent list filters, pipeline SLAs and custom views. The team is able to stay top on all their follow-ups and potential opportunities.

Kreato has helped PSSrijan to have a organized pre-sales process in place to increase the conversion rates, centralize customer data and provide the necessary tools to the team to streamline customer communications.