How Orient Technology Improved Operational Efficiency by 20% with Sangam CRM
Orient Technology, a leading system integrator with 25+ years of experience, faced challenges with data management, low user adoption with their previous CRM, and time-consuming manual tasks. These obstacles hindered their ability to track sales and nurture customer relationships efficiently.
System Integration
1,400+
Across India
Order & Sales Management
Challenges faced by NCF
- Low User Adoption: Orient Technology’s previous CRM had low adoption due to its complex interface and lack of user-friendliness.
- Manual Data Management: Sales data was managed through Excel sheets making consolidation and analysis time-consuming and prone to errors.
- Scattered Data: Data was scattered across different systems, causing inefficiencies in tracking sales and making decisions.
- Tracking Operational Efficiency: There was a difficulty in accurately tracking and monitoring key metrics and operational performance effectively.
Impact of These Challenges
The scattered data and manual processes caused poor visibility into sales, delayed decision-making, and missed growth opportunities. Teams were struggling to consolidate data, leading to reduced productivity and slower business progress.
Solution
Sangam CRM was introduced to solve these problems by centralizing data, improving user adoption, and streamlining sales tracking.
- Centralized Data: Sangam CRM consolidated all sales and customer data into a single, accessible platform, eliminating the need for scattered Excel sheets.
- User-Friendly Interface: With Sangam CRM’s easy-to-use interface, teams quickly adopted the system and started using it to track orders, sales, and performance.
- Customizable Features: Sangam CRM provided tailored solutions for sales tracking, reporting, and forecasting, allowing Orient Technology to address their specific needs and improve operational efficiency.
- Mobile OPR Dashboard: Mobile dashboards enabled real-time access to key metrics, facilitating quick decision-making.
Powerful Data Visualization: Power BI integration provided Complete visual reports, aiding data-driven decisions.
Results
- Centralized Data: All sales and customer data was unified, ensuring accurate and up-to-date information.
- Improved Sales Tracking: Real-time updates and customizable dashboards enabled better visibility into sales performance.
- Better Sales Tracking: With real-time updates and customizable dashboards, Orient Technology improved sales tracking and performance insights.
- Increased Efficiency: The team’s efficiency improved by 20%, streamlined workflows, automated processes, and better access to data.
Conclusion
By adopting Sangam CRM, Orient Technology successfully addressed its challenges with data fragmentation and low user adoption. The CRM’s centralized data management, improved sales tracking, and customizable features allowed them to streamline their processes. As a result, they significantly enhanced their sales operations and overall efficiency.
