How a Cloud-Based CRM Made Movers Company Job Super Easy
A packers and movers company require a lot of manual work which is prone to errors and expensive. Nebula Infotech helped well-known packers and mover company in automating a lot of manual work by developing a cloud-based CRM.
Client Introduction
A renounced logistics company is known for its service deliverability and vaste network in India. Professional Packers & Movers Pvt. Ltd. provides their service all over India and helps clients with shifting and moving.
Problem Faced by the Company
- Lack of a sales management system which led to a lots of unfollowed leads
- Manually assigning leads to the sales executive made the entire business process slow and lousy
- MS Excel based lead tracking resulted in a lot of missing follow-ups and a lack of coordination among other business processes leading to a loss of revenue
- Lack of proper accountability on sales executives for client management which led to the loss of business
- Cost calculation based on client requirements severely lacked valuable inputs which got missed due to the manual process
- Tracking the deliverable during transit was difficult which increased the inconsistency and customer dissatisfaction
Solution Offered
Nebula Infotech utilized digitization to cut out the manual processes and helped Professional Packers & Movers Pvt. Ltd. in automating a lot of business processes.
The digitization process allowed the sales executive to coordinate and groom the clients well along with providing key managers feedback on the sales.
Key Solution Delivered
- Geo-Location Cost Calculation System- Website Designed with a geo-location-enabled cost calculation system based on the inputs provided by the clients during the signing-up process
- Digitized Lead System- Digitized the lead capturing, grooming, and follow-up process to enhance the business deliverability
- Automated SMS/Email Reminder- An SMS, email-based daily follow-up reminder to keep the sales executive posted and removed the gap in communication
- Multi-User Acess- Multiple user access the portal based on their user right which helped in maintaining the hierarchical structure of the business
- Paperless Sales Process- Removed any requirement for paper in the entire sales process which kept all the key information within reach in a consolidated form
- Automated Client Assign to Sales Executive-Assigning the client to the sales executive becomes easy and effective with accountability measures
- Automated Survey Assignment- Automated assigning of survey executive for site-verification
- Deliverable Tracking System- The tracking ID System helped the business in providing clients with information about current location/status of their deliverables
Business Outcome
- Managing clients become easy and helped the business make its core business strong instead of the daily hassle of client management
- Quoting the client becomes automated which is based on the client’s inputs like location, number of items, etc.
- Digital solutions provided by Nebula Infotech helped the business in expansion and removed the limitation barrier per sales executive
- The lead loss was brought down to 1.2% than earlier of 7.6%
- Daily reminders to the sales executive for the client's follow-up helped in retaining the clients
- With a consolidated sales system, tracking the client's progress becomes easy and paperless
- Key actionable insights produced by the system allowed the business in the client grooming process
- Clients are posted all the time providing a connected feeling with the business and increasing the trustability factor with their deliverables
