"When you need a smarter way to do conferencing, talk to Intellor about conferencing without compromises."
Intellor Group provides specialized audio, video and web conferencing solutions to a wide variety of companies ranging from government agencies to non-profit organizations.
The company has a well-established customer base across 5 continents, with more than 2,000 corporate users in 27 countries.
The Appersoft Solution
The Intellor team have been seasoned users of the Zoho suite and had been using Zoho CRM for quite a few years. Being experienced users, the sales department wanted to fine-tune the existing CRM to segregate information across diverse channels and teams. The aim was to enable the salesperson and their managers to view the customer records and corresponding deals only as relevant to their team and channel.
A seemingly simple task, the complexity lay in implementing this in a live CRM being used daily by 60+ users. The CRM also synchronizes information regularly between other Zoho and non-Zoho products and hence it was critical that none of this was impacted. To achieve this, the Appersoft team added a layer of careful enhancements into the CRM module structure and connected it with the security control settings. By using the in-built CRM functionality, everything could be easily automated without modifying any pre-existing data.
The project was a big success, with the enhanced setup working exactly as required for not just the individual teams but across the organisation hierarchy. A vital part of this was due to the initial direction from Maggie Logan, VP Customer Success. Maggie had a keen understanding of how each team operated and knew exactly what would work for each team. Using her inputs, the Appersoft development team designed an optimal solution and an implementation strategy. The project schedule was critical for the success, such as pre-agreement on milestone dates for testing and final go-live. With both teams adhering to the same plan and towards a common goal, there were no last-minute surprises nor any disruptions in the day-to-day company operations. The final deployment fit into the existing CRM like the last puzzle piece and continues to run like clockwork!
"In response to rapid business expansion, our Zoho CRM needed to be aligned with new channel and team structures. We knew the system well from years of use, but the prospect of making fundamental changes to a system relied on by Marketing, Sales, and Account Management was daunting. Add to that the need to preserve executive line of sight across the business and it was clear we needed a partner.
Calling Mandeep, with whom we'd worked previously, was an easy choice. The Appersoft team's ability to not just gather but truly understand requirements was key. Equipped with a clear understanding of our teams' hierarchies and boundaries, Appersoft devised a solution that cleanly separated channels while maintaining visibility for differing user roles within channels. The team then mapped and executed (on-time and on-budget) a development and deployment plan that quickly met business objectives without business-hour downtime for system users. The result is a system that works for our users while providing a cross-channel view of the business for executives."
