Zoho One Implementation for IBC Super30

Introduction:

IBC Super30 is an Independent business consultant(IBC) under Bada Business Pvt Ltd that sells Vivek Bindra’s courses. They were looking for a centralized system to manage lead capturing, lead and contact management, campaign management, Zoom webinar, WhatsApp marketing, social media management, and account management. To fulfill their requirement, they contacted 4steps marketing, a Zoho consulting agency, to find a solution to their problem.

Problem statement:

IBC Super30 needed a centralized system to manage all their sales and marketing activities. They were using different tools for different tasks, making the management process more complicated and time-consuming. They were looking for a solution that could help them streamline their sales and marketing activities and provide them with a centralized platform to manage all their tasks.

Solution:

4steps marketing analyzed the requirements of IBC Super30 and suggested Zoho One as a solution. Zoho One is a suite of 45+ integrated business applications that provide a centralized platform for all sales and marketing activities. Zoho One includes applications for lead capturing, lead and contact management, campaign management, Zoom webinar, WhatsApp marketing, social media management, and account management.

Implementation process:

4steps marketing implemented Zoho One for IBC Super30 in the following way:

1. Lead capturing: We created a landing page and a Facebook lead form to capture leads. The leads were automatically added to Zoho CRM.
2. Lead and contact management: We customized Zoho CRM to manage leads and contacts. We created custom fields and workflows to automate the lead and contact management process.
3. Campaign management: We used Zoho Campaigns to create and manage email campaigns. We created email templates and automated the email-sending process.
4. Zoom webinar: We integrated Zoho CRM with Zoom to schedule and manage webinars. We created custom fields to store webinar details and attendee information.
5. WhatsApp Marketing: We used Zoho CRM to automate WhatsApp messages. We created WhatsApp templates and automated the message-sending process.
6. Social media management: We set up Zoho Social to manage social media accounts.
7. Account management: We set up Zoho Books to manage accounts. We customized Zoho Books to manage invoices, payments, and expenses.

Results:

The implementation of Zoho One helped IBC Super30 to streamline their sales and marketing activities. They were able to manage all their tasks from a single platform, which made the process more efficient and time-saving. They could capture leads easily, manage contacts effectively, and run campaigns smoothly. The integration with Zoom helped them to manage webinars efficiently, and the WhatsApp automation helped them to reach out to leads effectively. The social media management tool helped them to manage their social media accounts effectively, and the account management tool helped them to manage their accounts efficiently. Overall, the implementation of Zoho One helped IBC Super30 to increase their sales and improve their customer management process.