The Bombay Chamber of Commerce and Industry, founded in 1836, is India’s oldest chamber of commerce. Based in Mumbai, it is a non-profit organization representing SMEs, large corporates, multinationals, financial institutions, and professional firms, supporting business growth, policy advocacy, and economic development across India.
The existing system was not reliable or user-friendly, leading to confusion and inefficiencies. This created an opportunity for us to introduce process-oriented, easy-to-use solutions tailored to the Chamber’s needs. Handling a large volume of member data from a legacy system was also a significant challenge.
Disconnected systems led to inefficiencies in communication and invoicing. Furthermore, teams lacked real-time visibility and role-based access, limiting operational effectiveness.
The renewal process lacked automation, resulting in delays and increased manual effort. Additionally, inconsistent data entry occurred due to the absence of defined workflows and validation rules.
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Zoho CRM implementation streamlined operations through automated workflows, accurate data mapping, role-based access, and real-time dashboards, enhancing overall efficiency.
We implemented a tailored solution on Zoho CRM (as part of Zoho One) to address these challenges by assessing current CRM usage to create a refined system design, automating communication with workflow-based templates for renewal reminders, certificates, and invoices, mapping KYM and enquiry forms directly to their respective modules for accurate data capture, establishing role-based access and automated task triggers, and delivering five custom reports and dashboards aligned with the client’s operational and strategic KPIs.
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115, Sanjay Mittal 2, Andheri - Kurla Rd, Mittal Industrial Estate, Marol, Andheri East, Mumbai, Maharashtra 400059 sales@value-score.co.in
115, Sanjay Mittal 2, Andheri - Kurla Rd, Mittal Industrial Estate, Marol, Andheri East, Mumbai, Maharashtra 400059 sales@value-score.co.in
