Case Studies: Prodigm and Zoho CRM

Property Management

Holiday apartment rental management, managing 12 properties, 3 properties owned including a 13-bedroom facility that is rented to large groups.

After 30 years of operation, this client has experienced rapid recent growth and has become the main marketing and sales resource for the holiday apartment building in which the client is a long-term owner. Like many of the owners they rent the property to vacationers  by the week.  They have encountered difficulty with managing operations based on spreadsheets and MS Outlook email. They also used mobile response management based on a Blackberry email system.

Prodigm assessed the needs, the sales process and marketing integration. We suggested an on-going client contact process and effective data capture and database building from all inquiries processed. Prodigm assisted with Zoho CRM configuration, data load, marketing strategy, customization, quote management, email set up, familiarization, strategy, sales process automation.

The management organization is now fully booked for properties in the up-coming season and can turn-around quotes in a fraction of the time required previously. They are considering further expansion in the rental agency business.

Duct cleaning and HVAC service company

A service company with 10 employees and the potential of 850 buildings to service. Contracts come up for tender on a fixed seasonal basis and period. The company needed to improve staying on top of the tender process by making contact at the appropriate time, staying-in-touch with current and potential clients and to promote their brand image for exemplary service and competitive pricing.

Prodigm provided a training course, sales workflow and communication system design and project management. The work included Zoho CRM customization, quote management, invoicing, Workflow to produce tasks and activities for appropriate contact reminders, email set up,  business strategy, sales process automation.

“Wow, we feel organized now”. The company expects to quickly dominate their market, based on their new capabilities and customer-supportive communications.

Sandler sales training  consultants

A well established training company was missing a major opportunity: they were not re-contacting past customers on a regular basis.

Prodigm provided business consulting advice,  Data load and cleaning, Outlook integration, staff Training course, initial set up and data load, customization, configuration, mass emailing templates.

“Now I can look my clients in their face and advise them to follow the course I have established to mine my own successes and not lose contact after a project is completed. This is a rich source of leads and referrals.”