Healthcare Industry

A medicine seller offering POS machines sought to streamline lead management, underwriting, and shipment workflows. Evoluz automated lead tracking in Zoho CRM, developed an underwriting module with compliance automation, and optimized shipment tracking with real-time updates. Custom Zoho Analytics dashboards provided operational insights. The result: efficient lead processing, improved compliance, optimized shipments, and data-driven decision-making for enhanced workflow efficiency and accuracy.

Our client, a healthcare company specializing in body composition analysis, sought to enhance lead generation by recycling inactive deals. Evoluz automated this in Zoho CRM by creating a “Create Lead” button for instant deal-to-lead conversion, automating data transfer, and integrating Zoho Marketing Automation for re-engagement. Custom dashboards tracked lead activity, optimizing CRM organization. The result: seamless lead recycling, improved engagement, and scalable sales and marketing growth.

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.