Sales Strategy & CRM Implementation for UK-based Telecom Start-up
A fast-growing telecom advisory start-up sought our expertise to define a robust sales strategy and implement a cloud-based CRM system. We conducted an in-depth analysis of their people, processes, and technology across the entire sales lifecycle to formulate a comprehensive sales strategy tailored to their needs. Additionally, we identified critical CRM use cases and supported the implementation of them via Zoho CRM. To enhance operational efficiency, we seamlessly integrated Zoho CRM with other SaaS applications within the Zoho ecosystem, such as Projects, SalesIQ, and Campaigns.
We understood the client's perspective
Client is a growing telecom advisory start-up that specializes in providing expert consultation services to businesses in the telecommunications industry. Their services help clients optimize telecom costs, navigate complex telecom contracts, and implement efficient communication technologies. As they gained traction and expanded their client base, they encountered operational challenges related to managing their sales pipeline and scaling customer relationships. With an increasing volume of leads and ongoing client projects, their existing processes—mostly manual and scattered across different tools—were not sustainable. They needed a well-defined sales strategy and a cloud-based CRM system to manage leads, track client interactions, and streamline their sales operations.
We provided the solution
We addressed client's challenges by implementing a comprehensive solution that involved both a strategic sales plan and the technical setup of Zoho CRM.
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Sales Strategy Development: We worked with the sales team to create a well-defined sales strategy that mapped the entire lead lifecycle, from lead generation to deal closure. This strategy provided structure and clarity in managing their growing sales pipeline.
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Zoho CRM Implementation: Based on their needs, we selected Zoho CRM and implemented essential modules such as Leads, Accounts, Contacts, and Deals. This setup streamlined their sales operations, giving them an organized view of their sales funnel and helping them track progress more effectively.
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Data Analysis & Migration: A significant part of the project involved collating over 5,000 leads from various Excel sheets. We cleaned, analyzed, and properly structured the data before migrating it into the Zoho CRM Leads module. This ensured data integrity and allowed Televisorni.com to immediately begin managing leads through the CRM without disruptions.
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Zoho Integrations: We also integrated Zoho CRM with other Zoho ecosystem tools such as Zoho Projects, Zoho SalesIQ, and Zoho Campaigns, further automating and streamlining their sales and customer engagement processes.
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With an organized, centralized system, and defined sales plan, they could now easily manage and track leads, automate follow-ups, and optimize their sales efforts.