Posted by Lucy Beck on March 20, 2014Project Summary: The Anderson Group, a leading commercial contracting solutions organisation, has implemented a customer relationship management (CRM) system built using Zoho’s cloud CRM solution. The solution is being deployed in collaboration with i-Dynamics, Zoho’s premier UK Advanced Solution Partner, and 64T, the IT services provider for Anderson Group. The Anderson Group deliver a suite of business services and solutions to companies which primarily revolve around accounting and legal services, across a broad spectrum of businesses from self employed individuals through to limited companies.
The ChallengeAs a rapidly expanding organisation with multiple sources of client-based data, the Anderson Group wanted to introduce a CRM that would offer a single point of reference for all contact events with all service users, and with easy integration into existing back-office systems. Crucially, the Group wanted to achieve clear ownership of client relationships throughout its organisation and the ability to manage and monitor those relationships via comprehensive reporting and key performance indicators.
…as designed and installed by i-Dynamics, allows the automation of follow-up calls for all new leads received into the system by a team of telesales operatives based in Asia. The successfully converted leads are then put into an automated process which captures the additional financial and personal information required by Anderson in order to deliver the service to which a given user has signed up. This process includes scheduling calls and tasks by the UK-based client on-boarding team, capturing and storing various documents and making sure all the necessary procedures have been followed.