CRM for Eco volunteering tour agency

About
the customer

Go Eco LTD - leading Eco volunteering agency

Go Eco LTD is a market leader in the field of Eco voluteering, offering it customers to Volunteer Abroad in over 40 countries and 150 affordable programs. From working with exotic wildlife to teaching English to children, from guided projects for teens to international internships for students - they offer something that works for everyone!

My father told me that "the world divides to two, 95% will get a task, an will not do it like you intended, the other 5%, you already know the task is done correctly before you assigned it. These are the people you want to be working with".

When I met Tal and CRM Expert team for the first time, I was interviewing many Zoho partners for a project of re-designing our CRM solution, which was hosted in Sales force at the time.

The moment we started talking about our requirements, Tal seriously and precisely analysed each word and pain point I raised, i knew then that CRM Expert is amont these 5%.

Together, and with the vast knowledge and attitude of CRM Expert team, we designed a solution that turned up as a huge success story.

In fact, it was so successful, that post GO-LIVE we decided to keep adding scope to the system, and the value for money is just great.

One thing that is important to mention about Tal, Nitzan and the rest of the team, is that the great service, professionalism, and can-do attitude presisted after the contract was signed, in fact, it keeps getting better.

The CRM Expert team is so much more then CRM solution implementation team, they truly know their work and they know how to design a full operation system for your organization.

No doubt, we made the right choice. So should you, Choose CRM Expert.

Jonathan Tal, Go Eco LTD Co-CEO

Solution design

Migration and CRM re-design from Salesforce to Zoho CRM

Go Eco had acquired a CRM Solution based on Zoho CRM which allowed them to solve some huge pinpoints they experienced with their former solution:

Reduce license cost significantly from Salesforce CRM
Add business automation to time consuming repetitive processes,
Manage the sales process in a repetitive and effective manner
Work in a CRM and an implementer that can deliver complex solutions, that works
Provide its customers and vendors self-service interfaces in order to allow their team to ~double their sales capacity.

Zoho killer tools we used

Provided aspects

Adjusting cumbersome processes to self-service manner

Tailor made solution with precise customer journey and process management

Glove like data model

Advanced BI and executive dashboard

Key challenges

Designing full solution, including data migration and manipulation from Salesforce CRM to meet the new data model

Complex Go live strategy as this process came with changing G-suit email to Zoho desk, and go live of a new web site, in one go

Agile modification and adjustments of implementation for new scenarios raised shortly post go live

Results.

Together with Go Eco amazing team, which had been able to perform precise collaboration, and visualize the end product from the very beginning, we were able to achieve great results for Go Eco team. Today, Go Eco is using a state of the art CRM solution based on the Zoho platform, with advanced integrations between the Zoho solutions and third party tools Go Eco is using (i.e., Calendly). With these friendly tools, Go Eco has dramatically increased its team capacity to handle more sales, respond quicker to leads and close more deals. This is not just a catch phrase, this is reality carved in rock. The system, although designed precisely for Go Eco process, is scalable, and flexible for adjustments, as this is CRM Expert guideline when designing a solution. This was only achievable due to amazing collaboration, which is a key concept for such project success.