CRM Solution

Wood products

Initially focused on welding and wood products in the USA, this company now serves the Automotive, Infrastructure, and Industrial sectors globally with advanced technologies like robotics and onshore manufacturing.

Challenges

The company faced challenges such as integrating diverse software systems like Megaphone and Digidea, managing scattered data across multiple platforms, and ensuring seamless access to critical information.

Solution

We implemented Salesforce Einstein for automated sales processes, enhanced activity tracking, and advanced analytics. Features like Einstein's Next Best Action, Lead Scoring, Forecasting, and Email Insights improved decision-making and optimized sales strategies.

CRM Solution

Health Scientific

Health Scientific leads clinical research, specializing in custom trials for pharmaceuticals, natural health products, and psychedelic research. Led by a top depression researcher, it has clinics in Canada and plans for North American expansion.

Challenges

The company faced challenges in tracking communication, managing diverse referral data, integrating payments with Moneris, delays in payment updates, and efficiently assigning Care Programs.

Solution

To address these challenges comprehensively, we implemented solutions including Health Cloud setup for data management, automated patient and case management, enhanced campaign tracking, customized care plans with EHR integration, automated communication, Intelligent Form Reader for referrals, Moneris integration for streamlined payments, and custom automation for efficient Care Program assignments. These improvements enhance operations and patient care, solidifying their global research leadership.

CRM Solution

Pardot Implementation

The Pardot Implementation project focuses on property management and rentals, with Matching private room rentals specializing in well-designed shared housing for urban renters. They manage an extensive client database to deliver personalized, fully-serviced, and affordable city living experiences.

Challenges

The main challenges were re-engaging prospects with automated campaigns, segmenting email lists to target inactive and never-active prospects, generating quality leads, designing compelling email promotions, and tracking campaign performance effectively.

Solution

We integrated dynamic features and improved the backend, enhancing usability. Quality assurance included functional, device, regression, and performance testing. Using Salesforce for secure hosting, we implemented permission sets and MFA. The team executed strategic email campaigns, set up Salesforce Campaigns for tracking, and ensured seamless reporting of marketing and sales-qualified leads.

CRM Solution

Einstein BOT AI-Powered Chatbots

The Einstein BOT AI-powered chatbots project in the service industry aims to implement advanced capabilities for seamless bot conversation transfers, improved user experiences, and validated user information to enhance customer interactions and agent efficiency.

Challenges

The main challenges involved creating a customer-friendly conversation dialogue for the ChatBot, enabling customers to receive answers and information by asking questions and offering suggestions based on query keywords.

Solution

To address these challenges, we integrated Einstein ChatBot into the service cloud, customized it with a template, defined conversation flows and entities, set navigation rules, and used NLU to manage intents.

CRM Solution

TTLT India private limited

TTLT India Private Limited's client, an owner of a Shopify website, required seamless integration with Zoho Books to automate order data transfer and streamline invoice management. The focus was on enhancing operational efficiency and accuracy in financial transactions.

Challenges

The client faced challenges in automating order and invoice management between Shopify and Zoho Books. Key issues included setting up Webhooks in Zoho Flow for real-time data synchronization, creating custom invoice functions in Zoho Books, integrating Webhooks with Shopify, and effectively managing payment statuses.

Solution

We integrated our client's Shopify website with Zoho Books, automating order data transfer and invoice management. Using Zoho Flow's Webhooks, we enabled real-time synchronization between both platforms. Custom functions in Zoho Books facilitated automated invoice generation, optimizing workflows and enhancing financial management efficiency.

CRM Solution

Leetherm CRM

Leetherm CRM supports a pharmaceutical company that specializes in B2B sales of medical equipment to healthcare organizations and clinics. The company's operations heavily rely on Zoho Sheets for data analysis, financial modelling, sales forecasts, and reporting.

Challenges

The client needed to synchronize data between Zoho Sheets and Zoho CRM seamlessly. They faced issues with data duplication and inconsistencies due to manual processes.

Solution

We implemented two-way synchronization using Zoho Sheet API and Zoho Flow. This automated updates between Zoho CRM and Zoho Sheets in real-time, ensuring accurate and consistent customer data, leads, and interactions across platforms without manual input and thus improving operational efficiency.

CRM Solution

bigpurplephone.com.au

Bigpurplephone.com.au is a leading global provider specializing in high-speed network solutions and a wide array of customizable telecommunication products.

Challenges

The client needed to work on transferring Sales Orders from CRM to Books with Zoho Finance and setting up multiple role hierarchies. These challenges led to fragmented data, manual workflows, and inefficient shipment management, hindering operational efficiency and real-time collaboration.

Solution

We implemented a robust integration between Zoho Books and Zoho CRM, enabling smooth data synchronization and eliminating manual processes. By creating custom Deluge scripts for Sales Order transfer and establishing role hierarchies, we enhanced organizational structure and operational workflow. This integration streamlined data flow, improved collaboration, and optimized business operations for our client, ensuring a more efficient and interconnected business environment.

CRM Solution

SBS corporation

Spanish Broadcasting System (SBS), founded in 1983 and based in Miami, FL, has expanded into podcast production and marketing. Through targeted marketing efforts, it focuses on boosting content creators' audience, awareness, and reach.

Challenges

The challenge arose from Megaphone providing data in text format that needed to be uploaded to the S3 bucket. Zoho's file size limitations posed difficulties as it could only read files of a limited size.

Solution

To overcome this, we implemented an S3 Lambda function and developed a Python script to divide files into smaller chunks readable by Zoho using Zoho Deluge. This approach enabled seamless reading of previously unreadable files. Additionally, we integrated real-time data flow from Megaphone to Zoho by replicating Megaphone's structure in Zoho and utilizing Webhooks for data synchronization.

CRM Solution

Funactive LTD CRM

Funactive Tours specializes in active tours across Italy and Europe, catering to avid hikers, cyclists, and ski enthusiasts with professionally curated itineraries.

Challenges

Due to the complex nature of their itineraries, Funactive Tours faced inefficiencies in managing multiple travel packages effectively. Automation was crucial, but a robust CRM system was required to streamline operations.

Solution

Dotsquares' team configured Zoho CRM to align with Funactive's business needs. Integration with WordPress enabled seamless automation of complex itineraries. A custom booking page on the WordPress site was developed and connected with Zoho CRM for streamlined booking processes. Custom modules were built in both Zoho CRM and WordPress and synchronized to ensure efficient data management and enhanced system functionality.