Kores India

Kores India, a stationery manufacturer established in 1936, was running sales operations manually, making it hard to track each customer's journey, confirm whether field agents had actually reached client locations, or know if outreach emails had even landed. Linz Technologies implemented Zoho CRM with a meeting check-in feature so leads only converted to deals once a field agent confirmed arrival

AUTOMATED CRM PROCESS

Zoho CRM

1. CLIENT OVERVIEW

Kores India Pvt. Ltd. is a prominent company based in India known for its diverse range of office and school stationery products. Established in 1936, Kores has a rich legacy of providing high-quality solutions for various writing and office needs.

They offer an extensive portfolio of products, including pens, pencils, erasers, markers, adhesives, and other stationery supplies. Over the years, Kores has earned a reputation for innovation, quality, and reliability in the stationery industry. They cater to both individual consumers and businesses, meeting a wide array of writing and office supply requirements.

Kores continues to be a trusted name in the stationery sector, embodying a commitment to excellence in their offerings.

2. PROBLEM STATEMENT

Initially, they relied on manual processes to handle their sales operations.

This made it challenging to keep a close eye on each customer's journey. Additionally, they faced difficulties in monitoring their field agents' visits to clients, often unsure if they arrived at scheduled locations promptly.

Moreover, they had to manually send out emails, raising uncertainties about whether these messages successfully reached their intended recipients.

3. SOLUTION PROVIDED

By incorporating Zoho CRM, our client underwent a transformative shift in their operations.

Lead generation was streamlined, allowing for a seamless transition from qualified leads to valuable deals, closely aligned with the respective customers or companies.
To enhance lead qualification, we recommended leveraging the meeting check-in feature for field agents, ensuring a lead transitioned to a deal only when the agent successfully confirmed their arrival at the designated location.
Within the CRM, we configured email settings, facilitating direct email sharing from the platform.
Additional Solutions
Established tailored email templates, expediting communication with prospects.
The client now enjoys complete visibility into the status of shared emails, from sent and clicked to opened by the recipient.
Facilitated the smooth transfer of previously manual data into the CRM.
Provided comprehensive training for effective platform utilization.
This integrated approach has significantly optimized their business processes.
4. RESULTS

Through the adoption of automated CRM processes, the client experienced substantial time savings and enhanced tracking capabilities for their business operations.

5. THANK YOU FOR VIEWING OUR STUDY
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