Problem:
The client faced challenges in managing agent and client information efficiently. They needed a solution to streamline tasks, assign responsibilities to agents, and provide clients with information related to ranked keywords. Additionally, there was a need for an automated system to generate orders and invoices on a weekly and monthly basis, respectively.
Solutions:
To address these challenges, we developed a robust platform based on Zoho CRM, tailored to the specific needs of the client.
The project centred around creating an efficient ZOHO CRM-based platform to manage agent and client information seamlessly. It aimed to provide a comprehensive solution for collecting and organising data related to keywords, generating orders on both a weekly and monthly basis.
For the regular keywords added to the website, a weekly invoicing system was established. The system calculated the total invoice amount considering the prices associated with each keyword. This allowed for a streamlined approach to billing on a week-to-week basis.
On the other hand, the monthly aspect of the project catered to keywords that had achieved rankings and were incorporated into the website. Orders were generated on a monthly or bi-monthly (twice a month) frequency. This dynamic invoicing approach ensured that accurate and timely billing was maintained for the varying keywords’ performance.
- Agent and Client Management: Created a centralized database within Zoho CRM to manage and organize information about clients and agents effectively. Implemented task assignment features, allowing seamless communication and task tracking between agents.
- Keyword Information Access: Designed a user-friendly interface within Zoho CRM to provide clients with instant access to information related to ranked keywords. Ensured that the platform facilitated easy navigation and retrieval of relevant keyword data.
- Automated Invoicing System: Established a weekly invoicing system for regular keywords added to the website. The system calculated total invoice amounts based on keyword prices. Automated the generation of orders and invoices, reducing manual effort and ensuring accuracy in the billing process.
- Dynamic Billing for Ranked Keywords: Implemented a dynamic invoicing system for keywords that achieved rankings and were incorporated into the website. Generated orders on a monthly or bi-monthly basis, adapting to the performance frequency of keywords.
Results:
The Zoho CRM-based platform successfully addressed the client’s challenges, offering a comprehensive solution:
- Efficient Tracking: Enabled the efficient tracking of agent and client information within a centralized system, improving overall organizational efficiency.
- Sophisticated Billing System: Introduced a sophisticated billing system that catered to both regular and ranked keywords on weekly and monthly intervals. Ensured accurate and timely financial transactions, reducing the margin for errors in the invoicing process.
Conclusion:
The Zoho CRM-based platform provided a seamless solution for managing agent and client information, along with an advanced billing system for regular and ranking keywords. The implementation streamlined operations, enhanced communication, and contributed to the overall efficiency of the client’s business processes.
Developed a platform based on the Zoho CRM for managing the clients and agents. Tasks could be assigned to agents while clients could get the information for the ranked keywords. Orders with their respective invoice could be generated automatically in respect of the clients weekly and monthly basis.
In summary, This comprehensive solution streamlined operations and ensured accurate financial transactions.
