context
Since 2008, Groupe TRAK has been operating in the field of investigations, offering specialized surveillance services. Attentive to its customers’ needs, the company has grown significantly over the years, making acquisitions and expanding its range of services.
The recent acquisition of Gestion ParaMédical, a company specializing in first-aid training and medical equipment sales, highlighted a problem of inefficiency in the business development process. The company wanted to migrate all data from the old system to the Zoho One suite, in order to standardize and centralize these new processes with the rest of the organization. In addition, the objective was to increase the productivity of the sales team by eliminating the non-value-added procedures required by the old system.
Solutions
System architecture considering integration with Shopify and Zoho Books
Development of the new layout in the same CRM as the rest of the organization
Automation of non-value-added procedures
Creation of custom modules to manage training sessions
Implementation of Blueprints and automations to facilitate the training booking process
Gains
After only two weeks of use, the sales team has seen an improvement in productivity of around 25%. They consider that the new automation features for issuing documents (contracts, attendance records, certificates of achievement, etc.) are now enabling them to achieve productivity gains of up to 50% (in terms of hours vs. revenue generated) around 3 months after the system went live.
Satisfaction and achievement of objectives
Satisfaction with interventions
Testimonial
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