Case Study

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: 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.

Introduction: Top Shop Dubai is an e-commerce company based in Dubai, UAE. They needed a centralized system that could handle their Facebook ad campaign, capture orders through various channels, manage WhatsApp marketing, contact management, order management, inventory management, and vendor management. To solve these problems, they contacted 4Steps Marketing. Problem Statement: Top Shop Dubai was facing several challenges in managing their operations, including the lack of a centralized system to manage their Facebook ad campaign, orders, inventory, and vendors. They also needed a solution for WhatsApp marketing and contact management, which would help them to engage with their customers more effectively and improve their overall customer experience. Solution: After assessing Top Shop Dubai’s requirements and challenges, We proposed the implementation of Zoho One, which is a comprehensive suite of integrated applications that can handle all of the client’s requirements. This included setting up the Facebook ad campaign, capturing orders through various channels, managing WhatsApp marketing, contact management, order management, inventory management, and vendor management. Implementation Process: The implementation process involved the following steps: Results: Through the implementation of Zoho One and the customized solutions provided by 4Steps Marketing, Top Shop Dubai was able to streamline their operations, improve their customer experience, and achieve significant growth in their business. The integrated system provided by Zoho One, along with the expertise and support of 4Steps Marketing, allowed Top Shop Dubai to handle all of their requirements through a single platform, enabling them to focus on their core business and achieve their goals. Overall, Top Shop Dubai saw a significant improvement in their overall efficiency, customer engagement, and revenue.

About Clinic Dentists @ 86 Ave is a dental clinic based in Canada that offers a wide range of dental services including General Dentistry, Crowns And Bridges, Teeth Removal, and more. The clinic approached 4steps marketing to manage their PPC (Pay-Per-Click) campaigns with the aim of generating leads and increasing their online visibility. Goal The main goal of Dentists @ 86 Ave was to generate leads for their dental services through their PPC campaigns. They wanted to increase the number of inquiries and appointments for their services, and ultimately grow their patient base. Challenge The challenge was to improve the Click-Through Rate (CTR), reduce the Cost Per Click (CPC), and lower the Cost Per Conversion while increasing the overall number of conversions. The dental industry is highly competitive, and Dentists @ 86 Ave needed a strategic approach to stand out and achieve their goals within their budget. Approach To tackle the challenges, We implemented a multi-channel approach utilizing Google Search Ads and Facebook Lead Form Ads. Google Search Ads: We conducted thorough keyword research and created highly relevant and targeted ad campaigns on Google Search. We optimized the ad copies, ad extensions, and landing pages to ensure maximum relevancy and quality score, which helped improve the CTR. Facebook Lead Form Ads: We created engaging and visually appealing Facebook Lead Form Ads that highlighted the dental services offered by Dentists @ 86 Ave. We targeted the ads to the local audience within the clinic’s service area and optimized the ad placements, ad creatives, and targeting options to maximize conversions. Results The results of the PPC management campaign for Dentists @ 86 Ave were: Monthly Conversions: The number of conversions increased by over 400% compared to the previous months, indicating a significant improvement in lead generation and inquiries for dental services. CPC: The Cost Per Click (CPC) decreased by 44% on average, which helped Dentists @ 86 Ave to reduce their advertising costs and maximize their budget utilization. Cost Per Conversion: The Cost Per Conversion decreased by 52% on average, indicating that the campaign was more cost-effective and efficient in generating leads compared to previous efforts. Overall, Our strategic approach and optimization techniques helped Dentists @ 86 Ave to achieve their PPC goals and improve their online presence, resulting in increased leads and inquiries for their dental services.

About Company: Career Success Visa Immigration LLP is a visa immigration company based in Mumbai, India. The company offers immigration services for Canada PR visas and work visas for Europe. To increase its online presence and generate leads, Career Success Visa Immigration LLP adopted a comprehensive PPC (Pay-Per-Click) management and For PPC Management career success visa immigration approach 4steps Marketing. Goal: The primary goal was to generate high-quality leads for Canada’s PR visas and work visas for Europe. Ours aimed to increase the visibility of their services among their target audience and drive traffic to their website to convert visitors into potential clients. Challenge: We have several challenges in the PPC campaign, including improving the Click-Through Rate (CTR), reducing Cost Per Click (CPC), reducing Cost Per Conversion (CPCo), and increasing the overall number of conversions. Approach We implemented a multi-channel approach for their PPC management. We used Google Search ads and Facebook Lead Form ads to target their desired audience in Mumbai city, India, within the age range of 20 to 45 years. We also worked on improving their landing page to ensure a seamless user experience and higher conversion rates. Result: We achieved significant improvements in the performance metrics that include: Conclusion Finally, through the PPC management campaign, We successfully generated high-quality leads for Canada PR visas and work visas for Europe and improved their performance metrics. Through Our strategic approach, including the use of Google Search ads and Facebook Lead Form ads, targeting a specific audience, and optimizing their landing page, We achieved significant improvements in their conversion rates and cost efficiency.

Career Platform Coaching Centre Pvt Ltd is a leading coaching institute based in Delhi, specializing in providing coaching for NEET and IIT JEE examinations. The institute offers comprehensive coaching programs, personalized mentoring, and advanced learning resources to help students excel in their exams and secure admissions to prestigious medical and engineering colleges. Challenge: As the coaching institute grew rapidly, they faced challenges in effectively managing their lead generation, student admission process, and student enquiry management. The existing manual processes were time-consuming, prone to errors, and lacked visibility into the entire student lifecycle. Career Platform Coaching Centre needed a robust CRM solution that could streamline their lead management, automate admission processes, and provide insights into student performance and engagement. Solution: Career Platform Coaching Centre partnered with 4Steps Marketing, a leading digital marketing agency, to implement HubSpot CRM, a powerful and versatile customer relationship management (CRM) platform. HubSpot Implementation Process: Results: The implementation of HubSpot CRM helped Career Platform Coaching Centre streamline its lead management, student admission process, and student inquiry management. The coaching centre experienced the following benefits: Conclusion: The implementation of HubSpot CRM by 4Steps Marketing helped Career Platform Coaching Centre streamline its lead management, student admission process, and student inquiry management, resulting in improved operational efficiency, increased student enrolments, and enhanced student engagement. HubSpot CRM provided the coaching centre with a robust and scalable solution to manage its growing student base and achieve its business goals.

About Company: Career Success Visa Immigration LLP is a Mumbai-based visa immigration company that specializes in providing immigration solutions to individuals who are seeking to migrate to different countries like Canada, and Europian Countries for PR visas, Work visas. The company has operated for over five years and has established a reputation for its expertise in navigating complex immigration procedures and delivering excellent customer service. Challenge: Career Success Visa Immigration LLP faced challenges in sales and marketing management, particularly in lead generation and management. The company was struggling to effectively reach out to potential clients, generate leads, and convert them into customers. The company needed a solution to streamline its sales and marketing processes and improve its overall sales performance. Solution: Career Success Visa Immigration LLP contacted 4steps Marketing and discuss their challenges with us. They need a comprehensive & budget-friendly sales and marketing automation solution, to address their challenges. We suggest to The company the free version of HubSpot, a popular CRM (Customer Relationship Management) HubSpot Configuration Process HubSpot Form Creation and Integration with Website: Integration with Facebook Lead Form: Facebook and Google Ad Management through HubSpot: Integration of Facebook Messenger with HubSpot Inbox: HubSpot Implementation Process: Email Marketing To nurture and engage the leads generated through Google and Facebook Ads, We implemented an email marketing campaign using HubSpot. We created a series of automated emails that were sent to leads at different stages of the customer journey. These emails provided valuable information about immigration processes, benefits of immigration, success stories, and other relevant content to educate and engage leads, and eventually convert them into customers. Lead Management: To effectively manage leads, We used the lead management features of HubSpot. They captured leads through various channels, such as their website, landing pages, and Facebook lead forms, and stored them in the HubSpot CRM. Leads were automatically assigned to relevant salespeople based on predefined criteria, and salespeople were able to track and manage leads through the CRM, allowing for effective lead nurturing and personalized follow-ups. Deals Management To manage deals and sales opportunities, We utilized the Deals feature in HubSpot. We created deals for potential clients who expressed interest in their services and moved them through the sales pipeline, from initial contact to final closure. The Deals feature allowed the sales team to track the progress of each deal, set reminders, and collaborate on deals with other team members, ensuring that nothing slipped through the cracks. Results: The implementation of 4steps marketing using HubSpot’s free version significantly improved Career Success Visa Immigration LLP’s sales and marketing management processes. The company experienced the following results: Conclusion: By leveraging 4steps marketing with HubSpot’s free version, Career Success Visa Immigration LLP was able to overcome its sales and marketing management challenges and achieve significant improvements in lead generation, lead nurturing, lead management, and sales performance. The implementation of Google and Facebook Ads, email marketing, lead management

Introduction Electrical Junction is a leading Electric distribution company based in Dubai. They sell different types of electrical components such as circuit breakers, contactors, thermal overload relays, variable frequency drives, and solar products. The company was facing challenges in managing its lead management, accounting, and inventory management processes. To address these challenges, the company decided to implement Zoho One, a comprehensive business management software suite that includes over 40 applications. Problem Statement Electrical Junction was facing challenges in managing its lead management, accounting, and inventory management processes. The company was using manual processes, which were time-consuming and prone to errors. The sales team was finding it difficult to manage leads and track their progress. The accounting team was struggling with managing invoices and payments, and the inventory team was finding it difficult to track stock levels accurately. Solution To address these challenges, Electrical Junction decided to implement Zoho One, a comprehensive business management software suite that includes over 40 applications. The company engaged 4Steps Marketing, a Zoho One implementation partner, to help with the implementation process. The implementation process involved four main steps: Step 1: Requirement Gathering and Planning 4Steps Marketing started by conducting a detailed analysis of Electrical Junction’s business processes and requirements. The team worked closely with the company’s stakeholders to understand their pain points and identify the areas where Zoho One could add value. Based on this analysis, the team developed a detailed implementation plan that outlined the scope, timelines, and budget for the project. Step 2: Configuration and Customization Once the implementation plan was approved, 4Steps Marketing started configuring and customizing Zoho One to meet Electrical Junction’s specific requirements. The team worked on configuring Zoho CRM to manage leads, Zoho Books for accounting, and Zoho Inventory for inventory management. The team also customized the applications to ensure they aligned with Electrical Junction’s processes and workflows. Step 3: Testing and Training After the configuration and customization were completed, 4Steps Marketing conducted extensive testing to ensure that the applications were working as expected. The team also provided training to the company’s employees to help them understand how to use the applications effectively. The training included both classroom sessions and hands-on training. Step 4: Go Live and Support Once the testing and training were completed, 4Steps Marketing helped Electrical Junction to go live with the new system. The team provided post-implementation support to ensure that the system was functioning smoothly and that the employees were able to use it effectively. The team also provided ongoing support to address any issues or concerns that arose after the go-live. Results: The implementation of Zoho One has helped Electrical Junction to streamline its lead management, accounting, and inventory management processes. The sales team is now able to manage leads more effectively, and the accounting team is able to manage invoices and payments more efficiently. The inventory team is also able to track stock levels accurately, which has helped the company to optimize its inventory levels and reduce stockouts. Conclusion: The implementation of Zoho One has helped Electrical Junction to overcome its challenges in lead management, accounting, and inventory management. The company is now able to manage its business processes more efficiently, which has helped to improve its overall productivity and profitability. 4Steps Marketing played a critical role in the successful implementation of Zoho One, helping Electrical Junction to achieve its business goals.

# Introduction: Rescom Solar Pvt. Ltd is a leading solar installer based in Sydney, Australia. The company specializes in setting up solar panels for both residential and commercial premises, providing energy-efficient and cost-effective solutions to its clients. With a team of highly experienced and trained professionals, Rescom Solar ensures the best quality service from installation to maintenance, making it a reliable choice for customers looking to harness the power of the sun. # Problem Statement # Solution we offered after assessing the challenges faced by Rescom Solar Pvt. Ltd, we offer to implement Zoho One as a solution. Zoho One suite of applications offers a comprehensive solution to manage Rescom Solar’s business operations effectively. Zoho One has 40+ Zoho app licenses but in this project, we implement Zoho Books, Zoho Inventory, Zoho CRM, and Zoho Social that meet the client’s all requirements # Implementation Process: To start with, our team worked closely with Rescom Solar Pvt. Ltd. and our  implementation process involved following steps Configuration of Zoho One: This involved setting up Zoho CRM, Zoho Books, Zoho Inventory, and Zoho Social, and integrating them together Implementation of Zoho Books: Zoho Books to streamline accounting processes, including sales order and invoice management, expense tracking, and generating profit and loss reports. Zoho Books will provide real-time insights into the financial health of the business and improve accuracy and efficiency. Implementation of Zoho Inventory: Zoho Inventory streamlines the inventory management process including tracking of product stock, warehouse management, etc Implementation of Zoho CRM: Zoho CRM streamlines the contract management process including lead management, deal management, and Marketing Management. By following this implementation process, Rescom Solar Pvt. Ltd can effectively use Zoho One to manage its sales, finances, and social media activity from a single platform, leading to greater efficiency and productivity.

#1. Introduction Leisure & Pleasure International Pvt. Ltd is a premier travel agency based in Gurugram, India, with a rich industry experience of 20 years. The agency specializes in designing and organizing a diverse range of trips for B2B customers across India, catering to various interests and themes. Leisure & Pleasure International Pvt. Ltd’s trip themes include Buddhist Tourism, Indian Leisure Trips, Wellness Holidays, Wildlife, and Nature, ensuring that every traveler’s preference is catered to. With a keen eye for detail and a passion for delivering exceptional travel experiences, the company has established itself as a trusted name in the travel industry. The company’s B2B clientele includes travel agents, tour operators, corporate clients, and group organizers. Leisure & Pleasure International Pvt. Ltd prides itself on offering a seamless and hassle-free travel experience to its customers, with a focus on delivering exceptional service at every step of the journey. #2. Problem Statement Leisure & Pleasure International Pvt. Ltd is facing the following challenges  Lead Management Problem: The company is finding it challenging to properly follow up with leads, which is resulting in missed opportunities for business growth. The process of managing leads is currently manual, and there is no proper system in place to track and follow up with leads effectively. Customer Targeting: The agency is also finding it challenging to target previous customers effectively. There is a lack of a system in place to track customer preferences and behavior, making it difficult to target customers with personalized offers and promotions. Customized Trip Packages: The company provides customized trip packages, which are highly sought after by customers. However, the process of organizing these trips manually for new customers is time-consuming and takes away from the agency’s productivity. There is a need for a more streamlined and efficient process to manage customized trips. Quotation and Invoice Creation: The process of creating and following up on quotations and invoices is also proving to be a challenge. The manual process is leading to delays in sending quotes and invoices, which can result in a potential loss of business. Reporting Problem: The company is unable to properly track the number of leads, trips, and total profit on a monthly or day-by-day basis. There is a lack of a centralized reporting system that can provide accurate data and insights into the company’s performance. Overall, these challenges are impeding the agency’s growth and profitability. Addressing these challenges requires the implementation of a more efficient lead management system, a customer relationship management system to improve customer targeting, a streamlined process for managing customized trip packages, an automated system for creating and following up on quotations and invoices, and a centralized reporting system for tracking the company’s performance. # Finding Solution After assessing the challenges faced by Leisure & Pleasure International Pvt Ltd, we offer to implement Zoho CRM as a solution. Zoho CRM is an all-in-one customer relationship management system that provides a wide range of modules, customizations, automation options, email marketing automation, and integration options, and also it is very cost-effective. Solutions We Offered # Implementation & Result  To start with, our team worked closely with Leisure & Pleasure International Pvt. Ltd. and our  implementation process involved following steps Customization: We customized Zoho CRM for Leisure & Pleasure International Pvt. Ltd to fit their travel agency needs. This involved editing fields, adding custom fields and sub-forms, and introducing additional modules like Passenger, Fixed Departure, and Vendor Booking. Automation: We set up various automation rules to automate critical operations, such as automatically converting leads into contacts, creating new trips, and changing trip stages according to quotation stages. We also implemented email automation features, including welcome emails for new leads, follow-up emails, and an email marketing campaign targeting old customers. Data migration: We migrated all data from Google Sheets into Zoho CRM to ensure that all customer information was in one place, accessible, and easy to manage. Live training: We provided live training sessions to the business owner and their employees to ensure that they could utilize the platform effectively and efficiently to streamline their operations and improve their customer relationships.Improved CRM: The implementation of Zoho CRM has enabled Leisure & Pleasure International Pvt. Ltd to enhance their customer relationship management, streamline their operations, and improve their business performance. The customized features, automation rules, email automation, and live training sessions have enabled the team to work smarter, and more efficiently, and deliver an enhanced customer experience.