Our client, a healthcare services provider, aimed to enhance its sales and lead generation process by automating order creation and data exchange. The company needed an integrated system where lab orders would be automatically generated upon verification of form submissions, ensuring efficient data synchronization between Zoho Creator and Zoho CRM. Their primary objective was to eliminate manual errors, improve lead processing time, and enable seamless communication between different systems.
The Challenge
Our client faced several inefficiencies in its lead generation and sales process:
Manual Order Verification: The verification process for lab orders was manual, causing delays in processing and follow-ups.
Fragmented Systems: There was no automated link between the third-party lab application, Zoho Creator, and Zoho CRM, leading to data mismatches.
Inconsistent Data Flow: Sales teams had limited visibility into the order pipeline due to a lack of real-time updates.
Inefficient Lead Management: Follow-ups were delayed as there was no centralized tracking mechanism for leads and their corresponding orders.
What Evoluz Did
Evoluz designed and implemented an integrated system to automate their lead generation and order processing, ensuring real-time synchronization and improved sales efficiency.
Integration of Third-Party Lab Application with Zoho Creator : Developed an API-based integration between the lab application and Zoho Creator to automate order creation upon successful form verification.
Ensured real-time data validation to eliminate manual verification errors and processing delays.
Automated Order Creation in Zoho CRM : Configured workflows to trigger order creation in Zoho CRM once form verification was completed in Zoho Creator.
Implemented automatic lead assignment to the sales team, ensuring timely follow-ups and improved response rates.
Creation of a Centralized Data Exchange Portal : Built a custom portal within Zoho Creator that enabled seamless data exchange between Zoho Creator and Zoho CRM.
Designed an interactive dashboard to provide real-time order tracking and lead status visibility to sales representatives.
Real-Time Lead Tracking and Reporting : Developed custom Zoho CRM dashboards to monitor lead conversion rates, order statuses, and response times.
Set up automated notifications for pending verifications, incomplete orders, and new leads requiring immediate attention.
The Results
- Automated Order Processing
- Seamless System Integration
- Enhanced Sales Team Productivity
- Improved Accuracy
- Scalable Workflow
Client Benefits
- Operational Efficiency: Automated workflows reduced processing delays and improved overall system accuracy.
- Data Consistency: Integrated systems ensured seamless and error-free information flow.
- Faster Lead Conversions: Sales teams had real-time access to order and lead statuses, improving response times and conversion rates.
- Scalability for Growth: The automated system provided a structured foundation to support future expansion and higher lead volumes.
