A migration from Zoho CRM to Sales Cloud resulting in a shortened deal cycle and 20% reduction in time spent on routine tasks
Ikos is a start-up company that aims to take frustration out of the rental process for both landlords and renters. Ikos provides transparency for renters to make informed decisions and helps landlords find qualified renters for their properties. Ikos operates in Pittsburgh and are looking to expand to different territories. They had a unique lead generation process, and needed to record relevant lead information in order to analyze the data and take appropriate action. They operate in both B2B and B2C, where their B2B operations are with landlords and B2C are with the tenants.
At the time, Ikos utilized Gmail and Zoho CRM, where they had less than 1,000 records. The challenges that cropped up for Ikos:
- There was no differentiation between leads and contacts in their CRM- they were just called contacts
- Segmentation wasn’t available in their CRM
- They weren’t able to effectively track deals and opportunities
- They required comprehensive account information that they were not able to manage in Zoho CRM. They ended up managing account information outside of Zoho CRM
- They weren’t able to track email, calls and in-person meetings
- They wanted to be able to not only gain deeper insights into their data with reporting but also walk away from the implementation with the ability to customize their reports as business needs change
- A disjointed hand-off process between their Sales team and Operations Team once a deal was closed
Ikos can now automate routine tasks and has freed up more time. They can track every touch point they create with their clients. They are able to gather relevant data and analyze their data in a meaningful way. The migration organized data in a way that was intuitive to the Sales and Operations team.
- Their deal cycle has shortened by 6 days as a result
- They have saved 20% of their time with their new system
As the core foundational CRM product within the Salesforce platform, Sales Cloud provides the baseline for the 30% revenue growth that the average App Solve customer achieves. Key areas like contact management, opportunity management, forecasting, reports and dashboards allow you to automate sales to supercharge growth.
Email integration tool that integrates with your inbox in Salesforce. Bring email, calendar, and CRM together in one seamless experience. Immediately update your CRM with sales data from your inbox and sell smarter from your inbox.
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