Sage mentorat d’affaires

Sage mentorat d’affaires: 40 Years of Expertise, New Technological Foundation

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Client

Industry

Project size

Centers of expertise

Context

Founded in 1985, Sage mentorat d’affaires is a nonprofit organization recognized as a leader in business mentoring in the Capitale-Nationale region. For more than 40 years, the organization has supported hundreds of entrepreneurs by fostering the sharing of experiences, developing entrepreneurial skills, and ensuring the long-term viability of local businesses.

As part of its efforts to evolve and refresh its offerings, Sage sought to modernize its technology infrastructure to support its growth and improve the management of its operations.

The organization needed a centralized system to structure the entire customer journey: from sign-up to tracking meetings, all the way through to measuring satisfaction.

Solutions PROPOSED

Zoho CRM: Centralizing Mentors, Mentees, and Mentoring Pairings

Zoho Forms: Structured Management of Memberships and Data Collection

Zoho Bookings: Organizing and Automating Appointment Scheduling

CRM Automations: Reminders, Confirmations, and Follow-ups After Meetings

Zoho Analytics: Dynamic Dashboards and Real-Time Performance Metrics

Gains

  • Complete centralization of mentor and mentee data
  • Automation of recurring communications
  • Significant reduction in manual administrative work
  • Reduced risk of errors related to email follow-ups
  • Increased visibility into active mentoring matches
  • Real-time access to performance metrics
  • Improved tracking of satisfaction
  • Structured, scalable system aligned with the organization’s mission
  • This new technology foundation supports Sage’s future growth and strengthens its ability to assist a greater number of entrepreneurs.

Satisfaction and achievement of objectives

Satisfaction with interventions

TESTIMONIAL

“Given the significant changes to our processes and the tight deadlines for setting up a database, importing data, and securing the participation of our mentors and mentees, the project was quickly assessed, taken on, and carried out with a significant and reassuring level of commitment from everyone involved, including Sage employees and the NSI team.

The automation work began with less urgency and was carried out meticulously by Sylia and Marc. Delays were mainly caused by our side’s need to complete certain tasks.

Sylia and Marc demonstrate exceptional expertise and professionalism. Working with them is easy and efficient. They listen to our needs, engage with us in the decision-making process, and are always available to support us. Their thoroughness and agility are key to the success of our projects and the achievement of our goals, while respecting our needs and the realities of our operations.

Certainly, implementing such a system is time-consuming and can even become a burden on top of all our other responsibilities. However, Sylia and Marc’s collaboration made the task enjoyable and meaningful. Their contribution is invaluable, and we are very grateful for their support and hard work in helping us advance our organization’s technology.”

Virginie Tremblay
Head of Operations and Projects