Scope
  • Cloud-Based Tools
  • CRM
  • Google Workspace Integration
  • Databox
Client

The brief:

SuperSIPs needed to replace its outdated on-site server-based CRM with a cloud-based solution that could work well with other SaaS software. The company required a CRM that could connect e-commerce orders, office phone orders, and email orders, and then hold them within a single customer record. Additionally, order invoices needed to be pushed to Xero accounting.

CRM capture

The solution – Zoho CRM:

To meet SuperSIPs’ needs, we recommended Zoho CRM. Zoho integrates well with other Saas software and provides the ability to connect e-commerce orders, office phone orders, and email orders and hold them within a single customer record.

Pete worked internally as a consultant to SuperSIPs so the team was able to work very  closely with SuperSIPs to ensure a smooth installation process, which included data migration from the old CRM to Zoho CRM, integration with Google Workspace, Woocommerce, and Databox, customisation of the CRM to meet SuperSIPs’ needs, and employee training.

The new CRM has provided several benefits to SuperSIPs, including improved e-commerce functionality, enhanced reporting and analytics, better customer data management, and integration with Xero accounting.

Overall, we are pleased to have assisted SuperSIPs with the deployment of Zoho CRM. Our team is dedicated to providing customised solutions that meet our clients’ unique needs, and we look forward to continuing to assist SuperSIPs as the company grows and evolves.