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Client: Haypak

Haypak ZOHO CRM Setup

ARMOUR Digital Marketing Agency collaborated with Haypak, a leader in the disposable products industry, to implement a comprehensive ZOHO CRM setup. Haypak, known for its high-quality disposable towels, bed linens, underwear, and gym wipes, needed a robust CRM system to streamline its operations and enhance customer management. The objective was to set up ZOHO One, including ZOHO CRM, for all Haypak employees, ensuring the system was customized to fit their specific business processes and integrated seamlessly with their existing platforms.
Haypak ZOHO CRM Setup Project
Haypak ZOHO CRM Modules

Scope of Work

The scope of work for the Haypak ZOHO CRM setup project included the following key tasks:

  1. ZOHO One Account Setup: Established ZOHO One accounts for Haypak and all its employees, providing a unified platform for all CRM activities.
  2. Customization and Configuration: Customized ZOHO CRM to fit Haypak’s unique business processes by setting up modules, fields, and workflows tailored to their needs. Created custom fields based on specific requirements and built various custom reports for detailed insights.
  3. Automation Features: Implemented automation features to streamline repetitive tasks, improve efficiency, and enhance overall productivity.
  4. Data Migration: Transferred existing customer data into the new ZOHO CRM system, ensuring accuracy and completeness to maintain data integrity.
  5. Integration: Integrated ZOHO CRM with Haypak’s existing systems and communication channels to create a seamless flow of information across all platforms, enhancing data accessibility and operational coherence.
  6. Training: Conducted comprehensive training sessions for Haypak’s employees to ensure they were proficient in using the new CRM system and could leverage its full potential for improved customer management.
  7. Support and Maintenance: Provided ongoing support and maintenance to address any issues, optimize performance, and ensure the CRM system continued to meet Haypak’s evolving needs.

Outcome

The successful implementation of the ZOHO CRM setup project for Haypak resulted in several significant outcomes, enhancing their operational efficiency and customer management capabilities:

  1. Streamlined Operations: The customized ZOHO CRM system enabled Haypak to streamline its operations, reducing manual effort and increasing efficiency through automation.
  2. Enhanced Data Management: Accurate and comprehensive data migration ensured that Haypak’s customer information was well-organized and easily accessible, facilitating better decision-making and customer service.
  3. Improved Integration: Seamless integration with existing systems and communication channels created a cohesive information flow, enhancing the overall operational synergy.
  4. Proficient Workforce: The comprehensive training sessions equipped Haypak’s employees with the necessary skills to utilize the CRM system effectively, maximizing its potential for business growth.
  5. Ongoing Support: Continuous support and maintenance ensured that the CRM system remained up-to-date and aligned with Haypak’s evolving business needs, providing a reliable platform for sustained success.

ARMOUR Digital Marketing Agency’s successful setup and customization of the ZOHO CRM system empowered Haypak to improve its customer relationship management, streamline its operations, and support its growth in the disposable products market.

Services Used in This Project

Explore the top-rated services used in Haypak ZOHO CRM Setup, carefuly curated to meet client’s unique needs and exceed expectations.

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