IT Services CRM

Transforming Operations: Aquarius Spectrum’s Journey to Efficiency with Zoho One, Zoho CRM, and Zoho Campaign

“Without Devtac we would not have been able to setup the system as we need. Specific programing was needed to make some of the changes. Their ability to understand the needs was crucial for the process.”

-Daniel Rosenbluth, CBDO, Aquarius Spectrum

Challenges

Using Excel to track opportunities presented significant operational workflow issues for Aquarius Spectrum. When the system showed itself to be unreliable and inadequate for their changing needs, the shortcomings of this strategy were made clear. The organization had to deal with lost chances, insufficient follow-up protocols, and late responses to important contracts as a result, underscoring the need for a more comprehensive and customized solution.

Solution

Seeking to enhance their operational efficiency, Aquarius Spectrum embarked on a quest for a more suitable solution. Their search led them to a system that not only facilitated a smooth and efficient initial setup but also provided a mobile app for on-the-go access, although there was acknowledgment that further enhancements were possible. One of the standout features was the system’s capacity for extensive customization, empowering Aquarius Spectrum to adapt and expand its use beyond mere opportunity tracking. This adaptability proved crucial as they integrated mail campaigns and smart marketing solutions into their repertoire.

Outcome

In the ongoing implementation phase, Aquarius Spectrum is beginning to reap the benefits of their chosen solution. Positive changes are surfacing in the organization of processes and the management of pipelines, contributing to a more streamlined and effective workflow. Despite being in the early stages of adoption, there are promising signs of improvement, albeit not yet universally embraced by the entire team. These developments signify a significant step forward in overcoming the challenges initially posed by Excel and reflect Aquarius Spectrum’s commitment to optimizing their operational processes for long-term success.


Devtac Web Form
First Name  
Last Name  
Email Address  
Phone Number  
Inquiry Brief Description  
Captcha 
Loading...

Lead Source   
   
powered by