Transforming Biswas Group's Customer Relation Management with Invento CRM Software
The success of this implementation serves as a compelling example of how technology can drive positive change and enhance operations in the real estate industry.
About the project
Biswas Group, a well-established real estate company, was grappling with the inefficiencies of a paper-based customer relationship management system. Their sales team faced challenges in managing data, setting KPIs, and tracking performance effectively. However, their journey took a transformative turn when they adopted the INVENTO CRM solution.It made their processes run more smoothly and considerably enhanced their sales management.
Service Provided
- Daily Task Management
- Organized Lead Nurturing
- Easy Sales Confirmation
- Performance Metrics
Technologies
- Python
- MySQL
- HTML5
- CSS3
- Frappe
- Javascript
Website Link
Invento CRM Solution
Efficiency In Daily Task Management
- The sales team now manages daily targets effortlessly using the user-friendly INVENTO CRM system.
- They can add communication notes during each phone call, update, create and nurture leads, ensuring no vital information is missed.
- Upcoming events like follow-up calls, meetings, and project visits are visible, allowing for better planning.
Organized Lead Nurturing
- INVENTO CRM facilitates unique lead nurturing processes by organizing important notes and comments, changing the lead status accordingly, ensuring that the sales team is always informed about the latest interactions and call details.
- Higher authorities can prioritize leads based on communication summaries, making decisions more data-driven which is highly beneficial.
Easy Sales Confirmation
- After confirming a sale, the sales team can effortlessly input sales values, and project details, and attach invoices or quotations for reference, reducing manual paperwork.
Performance Metrics
- Sales representatives can easily track their monthly, quarterly, and daily targets against actual achievements with a single click, improving motivation and accountability.
- Management can access real-time reports, set KPIs for employees, and gain valuable insights from the dashboard, which includes pie charts displaying trending data, lead types, sales amounts, lead source infographics, and more.
Key Challenges
- Paper-Based System: Managing customer relationships, sales data, and employee KPIs through handwritten notes was inefficient and error-prone.
- Data Overload: The sales team handled vast amounts of data daily, including various status updates ( k1, k2, k3, priority, closed, sales junk, etc.), meetings, project visits, and follow-up calls.
- Performance Tracking: Sales leads struggled to set and monitor quarterly sales KPIs, leading to difficulty in assessing sales performance accurately.
Results and
Benefits
- The sales individuals are now more productive, handling prospects, tasks, and targets in the CRM with ease.
- The system eliminates the risk of errors associated with handwritten notes and provides centralized storage.
- With prioritized leads and easy access to communication summaries, higher authorities make rapid and sound decisions.
- Sales confirmations and related paperwork are decreased, reducing administrative burdens.
- The comprehensive dashboard and reporting section provide valuable insights for management.
- Clear visibility of performance metrics has boosted the motivation and performance of the sales team.