Being a technology partner of Iksula, Nexivo Consulting recommended them Zoho platform after knowing their suffering with regards to business process and operations. Moreover, being the Zoho Authorized Partner Nexivo Consulting did the complete analysis of their challenges and understood their requirements and provided the solution.
Artificial AI, Zia has been catered for the purpose of lead engagement and lead enrichment in Zoho CRM. Integrated telephony Exotel with Zoho CRM for the Lead nurturing process. Lead conversion will be done with the help of scoring Rules in Zoho CRM, which we have set up. All customer interactions through emails and calls will be recorded under Zoho CRM.
Zoho Books has been integrated with Zoho CRM for handling the company’s finances without any hurdles.
We have automated in such a way that, whenever a deal is closed won in Zoho CRM, a project will be created automatically in Zoho Books. Integration between Zoho CRM and Zoho Sign has been done. Contracts can be managed from CRM itself.