context
Family Source Consultants specializes in matching and facilitating gestational surrogacy and egg donation arrangements throughout the United States, Europe, Asia, and South America. They handle all aspects of the assisted reproduction process from egg donation, gestational surrogacy, and more.
Family Source Consultants wished to implement the Zoho applications in their daily operations to improve their sales and reporting processes. Sharepoint was being used to manage customer information/interactions and required manual effort to organize and track data which led to errors and difficulty providing data-based business insights for informed decision-making.
Solutions
Zoho CRM to track the intake, the matching and the case management of the surrogate, intended parents and egg donor.
Zoho Analytics to track key metrics.
Automations and workflow to simplify the different processes.
Zoho Books to send invoices and receive payments from intended parents.
Gains
The integration of web forms with the CRM now eliminates the need to retype data, thus increasing productivity and reducing the risk of errors. In addition, all data: contact information, travel information, emails, meetings, digital signatures, reports, billing, etc. are now consolidated in the same system. Finally, the implementation of Zoho Books facilitates the sending and follow-up of invoices and payments.
Satisfaction and achievement of objectives
Satisfaction with interventions
Témoignage
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