With a massive volume of daily outbound calls, the agency’s agents were losing valuable time to manual data entry. Using disconnected telephony software meant management lacked real-time visibility into call metrics, conversion rates, and pipeline health, creating bottlenecks in their core appointment-setting process.
We engineered a highly customized Zoho CRM environment built specifically for high-velocity sales. We integrated their VoIP systems directly into the CRM for single-click dialing and automatic call logging. We also deployed automated workflows to instantly route leads to the right agents and created real-time performance dashboards for management.
Saved agents 2+ hours per day by eliminating manual call logging.
We engineered a fully integrated Zoho CRM and Zoho FSM ecosystem. Dispatchers now assign jobs instantly via a drag-and-drop calendar, and field technicians receive optimized routes, log billable hours, and collect client signatures directly on their mobile devices.
We engineered a highly customized Zoho CRM environment built specifically for high-velocity sales. We integrated their VoIP systems directly into the CRM for single-click dialing and automatic call logging. We also deployed automated workflows to instantly route leads to the right agents and created real-time performance dashboards for management.
40% reduction in administrative dispatching hours
The client’s sales team was drowning in manual data entry. High value leads from their website were falling through the cracks, and management had no accurate way to forecast quarterly revenue because their data was siloed in basic spreadsheets.
We deployed a customized Zoho CRM environment with advanced workflow automations. We set up automated lead assignment, email follow-up triggers, and built custom management dashboards that update sales forecasts in real-time.
The Result:
Stop letting inefficient systems hold back your growth. Partner with TePro to build the automated Zoho infrastructure your business deserves.