Established Sales Workflow Management for Call 48 With SuiteCRM Extensions

About Client

Call48 is a leading telecom company that provides premium CPaaS VoIP services which allow users to acquire, port, and provide DIDs as well as track bills in real-time. Their sales team was looking for a hassle-free and smooth way to manage their sales workflow. Our experts understood how Call 48's workflow operates by following it closely throughout its transformation process from the planning phase till the implementation stage - where we helped them adopt new ways of working using technology seamlessly.

About Product

Call 48’s operations rely on their sales infrastructure to function smoothly and provide customers with best-in-class service. With the rapid expansion of business across geographies, they needed an enterprise solution that was scalable, cost-effective, but robust enough to handle increasing customer demands at any scale.

With our experience in managing sales, we developed an innovative system that used state-of-the-art CRM and integrated it into their website for smoother operations. We also included DocuSign to ensure online signature-based document management so no vital documents could be lost or misplaced during transmission within Call48's company structure.

How we did it ?

Hierarchy Management

Document Management

Automatic Lead Generation

Smooth Workflow

Hierarchy Management

Identifying and assigning individual roles was the first step to creating a clear, organized structure for their sales team.

Solution:

After careful analysis with team discussion, we created an improved system that gave more specific responsibilities to different individuals in order to save time on training every member about what they can do within the organization.

Document Management:

The team wanted to ensure that all documents were authentic, and they wanted an online signature-based document management system.

Solution:

With the integration of DocuSign with the CRM system, we ensured that every document signed is properly stored and logged. This has created a smooth workflow from start to finish for all sales team members.

Automatic Lead Generation:

The old system lacked an automatic lead generation system from the website, leading to a lot of manual work done by the sales team. The lack of automation was not only inefficient but also time-consuming for employees and customers because it required inputting information manually into databases or spreadsheets in order to generate leads.

Solution:

Our team integrated the Call48 website’s Contact Us form into the CRM so that every time a user fills out this form, it automatically triggers an automatic lead in our system. This means that any salesperson who is on their website can track and take further action with these leads all from one place!

Smooth Workflow:

Call48’s Sales Team required an innovative system driven by one-touch automation which could handle every aspect of their sales workflow needs.

Solution:

We integrated a wide array of useful and essential plugins to streamline their process. For example, with the help of Email Configuration, SMS Addon, Call Addon, and WhatsApp Addon-all available in SuiteCRM, Call 48 achieved a centralized approach to tracking leads while simultaneously communicating with potential customers via our Internal Note plugin for organized communication across the organization and Customer 360 View that delivers personalized shopping experiences tailored by individual needs.

Result

Optimized Hierarchy within the System

Our solution ensured that the entire sales team had their roles and responsibilities implicitly assigned in the system, which led to an optimized workflow. This led to an optimized workflow that helped close deals faster than ever before.

Signature-based Document Management

With the integration of DocuSign in the system, Call 48 will be able to keep track and maintain all documents at any time. This ensured that there is always an open window for transparency within the team, and nothing gets lost or forgotten about.

Dynamic Lead Generation

Connecting the website’s contact us form to the CRM created a centralized platform for monitoring all leads. This integration enabled Call48's sales team to keep track of their prospects and convert them into customers.

Smooth Operations

The whole sales process has become more effective with the coordination of multiple plugins. The workforce has achieved greater output without disruptions.

About Us

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Established Sales Workflow Management for Call 48 With SuiteCRM Extensions

About Client

About Product

How we did it ?

Hierarchy Management

Document Management

Automatic Lead Generation

Smooth Workflow

Hierarchy Management

Solution:

Document Management:

Solution:

Automatic Lead Generation:

Solution:

Smooth Workflow:

Solution:

Result

Optimized Hierarchy within the System

Signature-based Document Management

Dynamic Lead Generation

Smooth Operations

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