context
Metropolitan West (MetWest) is a premier full-service window film and wall graphics company, trusted by Fortune 500 clients for over 25 years. Its exceptional products and innovative solutions deliver unparalleled office environments. From cutting-edge designs to energy-efficient solutions, it is committed to creating breathtaking spaces that enhance beauty, comfort, and environmental sustainability.
MetWest wishes to implement Zoho applications in its daily operations to improve processes, consolidate its tech stack, and avoid duplicate data entries between different teams.
Solutions
Zoho CRM to manage leads, accounts, contacts, and deals.
Migration from Accelo to Zoho Projects for seamless integration with Zoho CRM.
Zoho Sign to send quotes directly to clients from Zoho CRM.
A digital transformation of the estimation process, moving from spreadsheets to a complete estimation module in Zoho CRM.
A detailed mapping of sales and project management processes to identify inefficiencies and develop improvement plans.
A complete migration from Hubspot to Zoho Social, Zoho Campaigns, and Zoho SalesIQ for respective processes.
Gains
- End-to-end deal management optimization: Streamlining deal management through the use of Blueprints in Zoho CRM.
- Automated quote estimation: Reducing calculation errors and saving time with primarily automated estimation, allowing for a monthly saving of 20 to 40 hours of manual work.
- Simplified project management: Automatic project information population in Zoho CRM as soon as a deal is closed.
- Seamless transition to Zoho One: Migration of non-integrated applications and spreadsheets to Zoho One with minimal downtime.
- Real-time synchronization of Zoho tools: Effective lead tracking through real-time synchronization between Zoho CRM, Zoho Campaigns, Zoho Social, and Zoho Sales IQ.
Satisfaction and achievement of objectives
Satisfaction with interventions
TESTIMONIALS
Découvrir les applications Zoho
