Zigram : "Complex Compliance to Streamlined Operations with Zoho CRM Plus"
Introduction to the client
In the fast-evolving world of Regulatory Technology, ZIGRAM stands proud as a dynamic
force, presenting innovative solutions within the areas of Anti-Money Laundering (AML),
Financial Crime Compliance (FCC), and Emerging Risk Management.
As a frontrunner in the RegTech space, ZIGRAM offers an integrated set of data, technology,
and services, designed for adding to compliance for customers across the globe and making it
convenient.
With a strong presence across industries which includes banking, fintech, and legal,
ZIGRAM has rapidly grown to become a key player in the Data Asset domain.
Backed via a group of over 500 professionals, ZIGRAM embraces a hyper-hybrid work
model, blending remote operations with essential, in-person collaborations.
ZIGRAM’s vision, “RegTech for the World,” is evident in their commitment to delivering
flexible solutions that empower any and every business to deal with the complexities of
regulatory landscapes with ease and efficiency.
Business Challenges
ZIGRAM faced significant challenges in managing its customer proof of concept (POC)
processes, implementation data, and sales follow-up management, slowing down their
operational workflow.
The sales team struggled with performance tracking, forecasting, and progress monitoring,
making it difficult for ZIGRAM to maintain a clear picture of the sales performance.
This resulted in missed opportunities, delays in follow-ups, and limited monitoring of the
sales part.
Implementation
Absoft with Zoho Apps Integration, introduced a system that revolutionized their workflow.
- Monitoring Sales Team Performance: Made use of Zoho CRM to evaluate the sales team’s overall performance in real-time.
- Sales Progress Monitoring: Used Zoho Analytics to create custom functions for tracking sales for better decision-making.
- Automated Sales Follow-up: Developed custom functions in Zoho CRM to automated well- timed follow- ups.
- Lead and Contact Management: Implemented custom features as a way to control leads and contacts.
- Lead Nurturing and Campaigns: Nurtured leads via content-based strategies and automated campaigns, leading to regular engagement.
- Automated Workflows: Set up automated workflows to streamline the sales process.
Transformation Results
Absoft IT Solutions effectively transformed ZIGRAM’s scattered and guide strategies into a
streamlined and automated system within Zoho CRM. The new system allowed ZIGRAM to
evaluate sales performance directly in CRM, removing the need for any external tools.
Automated follow- ups saved the time and effort spent on manual approaches, considerably
improving response time.
Post-sales client implementation, consisting of records, their details and dealings became
extra organized. Additionally, records monitoring for POC (proof of idea) procedures, that
once handles manually, are now seamlessly managed on a single platform through CRM,
improving accuracy and overall operational efficiency.
Quick Links
Infomation
Absoft IT Solutions Pvt Ltd.
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