A wholly owned subsidiary of Zoho Corporation Kurichi, Tamil Nadu contact@aardhraa.com

A wealth management firm

Leads, relationship managers and service on one thread

Leads, customers, relationship managers and service requests sat in separate processes with turnaround times nobody measured. Now one thread, with SLA tracking and escalation.

Our work  ·  financial services and real estate

What changed

  • Relationship-manager allocation happens in the system rather than by convention
  • CRM and Desk share the customer, so service sees the relationship
  • SLA and turnaround times are tracked, with escalation when they slip
Zoho CRMZoho DeskZoho SalesIQZoho Marketing Automation

Where they started

Lead and customer lifecycle, relationship manager allocation, service requests, ticketing and closure all happened — in separate places. Service could not see the relationship, turnaround times were asserted rather than measured, and nobody could say which relationship manager was behind.

What we built

Lead and customer management with RM-wise assignment in Zoho CRM, integrated with Zoho Desk for automated ticket workflows, SLA and turnaround tracking, escalation and customer identification.

SalesIQ, Marketing Automation, Social and PageSense connect to the same record, so engagement and campaigns are part of the customer history rather than a separate silo.

SOURCE SYSTEMS BUILT AND RUN BY US WHERE IT GOES Leads and enquiries WEBFORM, CHAT 1 web, chat, campaigns ZOHO PLATFORM Zoho CRM 2 Lead and customer lifecycle RM-wise assignment Customer identification Zoho Desk 3 Service requests and tickets SLA and TAT tracking Escalation Zoho SalesIQ 4 Chat and visitor context Customers EMAIL, CHAT, SOCIAL 5 service and campaigns Management DASHBOARDS 6 service reporting Used by: Relationship managers, Service desk, Marketing
Leads and service requests enter Zoho CRM and Desk which share one customer record, with RM allocation, SLA tracking and escalation, supported by SalesIQ and Marketing Automation.

All work