Development with Zoho Creator for Dealers and Lead Allocation

Client

context

Savaria specializes in products that help improve mobility. Whether in the customer’s home, in a vehicle or in public spaces, it designs and manufactures products that make life more accessible. Its product portfolio is one of the most extensive in the world, and includes domestic elevators, commercial elevators, stairlifts, ceiling elevators and adapted vehicles. It also offers medical beds and therapeutic surfaces through its Span division. With production facilities in North America, Europe and China, it can reach global markets more efficiently and build to meet specific customer needs.

Savaria was not satisfied with the support it received from its partner. They wanted to replace their existing custom dealer application with another platform that would enable them to develop a more robust application, own the code, own the application and improve integration between their other operational software, such as Zoho CRM.

Solutions

Development of the Zoho Creator application to manage the collection and allocation of leads across all Savaria divisions.

Integration of dealer database and assignment rules directly into CRM to simplify the data model and reduce the risk of errors in data transfer between systems.

Integration of existing workflows to simplify the CRM process.

Gains

Over 120 weekly leads received via the Zoho Creator application.

Simplified dealer and regional assignment process.

Integration of 4 new divisions through the application that has the same assignment rules for each division.

Satisfaction and achievement of objectives

Satisfaction with interventions

Testimonial

“I wanted to thank Gabriel for his excellent work on our Zoho project. I will definitely consider NSI Solution for my future needs and hope he’ll still be around when I do.”

Claudia Mora
Senior Marketing Manager