“Devtac have helped us customize our CRM and is still also very helpful whenever we have issues or concerns.”
-Alisa Baleva, Director of Operations, UTP Beyond Boarders
Challenges
UTP Beyond Borders faced initial challenges with their CRM and mail systems, including issues with blocked or bounced emails. Fortunately, these concerns were swiftly addressed. However, additional hurdles emerged, such as low resolution in Zoho Webinar/Meeting and slow CRM opening speeds. The delays in email exchanges due to CRM and mail issues created unnecessary stress for the team. Furthermore, the challenges with webinar/meeting functionalities resulted in duplicated efforts, particularly in the recruitment and orientation of participants. Despite these obstacles, UTP Beyond Borders remains committed to overcoming these issues and optimizing their operational processes for smoother recruitment and participant engagement.
Solution
UTP Beyond Boarders appreciate the convenience of Zoho One as a comprehensive solution meeting all their operational requirements. The customizable and user-friendly nature of Zoho CRM made the implementation of changes and improvements a seamless process for them. This adaptability allowed for a smooth transition without significant challenges. Expressing contentment with the unified platform, the company highlight the convenience of having all necessary tools in one place. Their positive experience with Zoho One encourages their continued usage, emphasizing its efficiency and consolidated nature as key factors in their operational strategy.
Outcome
UTP Beyond Borders, with the help of Devtac, has successfully implemented a more organized system, leading to a significant improvement in customer service. The enhanced organizational structure not only increased efficiency but also streamlined data management processes. Amidst the challenges posed by the pandemic, necessitating a reduction in manpower, the impact on client services was mitigated. Despite downsizing, the remaining team found it manageable to address the needs of existing clients due to the streamlined and accessible information stored in the CRM. The system’s user-friendly interface allowed for easy navigation, ensuring a smooth transition and continuity in serving participants and clients effectively.
