Athena CredXpert LLP, founded on 15 April 2024, is a Mumbai-based credit repair and counselling firm helping individuals, SMEs and MSMEs correct credit report errors, improve credit scores and strengthen credit health with tailored services.
The requirement involves implementing multiple modules (CRM, Campaigns, and Social) within a fixed man-hour scope, while meeting high expectations for professional service, prompt responses, and consistent reporting.
There is a need for significant customization in modules such as Quotes, Pricing, Status Fields, and Lead Layouts. Additionally, challenges are anticipated in user adaptability and ensuring clarity of custom logic during UAT and handovers.
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Zoho CRM Plus was implemented in phases under a Time & Material model. We set up roles, access controls, custom fields, lead segmentation, and process automation. Deal pipelines, custom quotes, lead-to-deal mapping, and lost-deal tracking via Blueprint were also configured.
Zoho Social was set up for four channels—LinkedIn, Instagram, Facebook, and Twitter—including content publishing and live lead capture.
Zoho Campaigns was configured with custom templates, audience segmentation, and analytics tracking.
We have implemented Zoho CRM Plus in phases under a Time & Material model, configuring roles, access controls, custom fields, B2C/B2B segmentation, lead-to-deal mapping, custom quotes, deal pipelines, Blueprint tracking, Campaigns and Social setup, WhatsApp and email integration, dashboards, KPIs, and complete user training.
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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
