CRM For consultancy agency for the third age

About
the customer

The largest site in Israel, and market leader, for finding sheltered housing, nursing homes and caregivers

My Parents is a leading professional network that specializes in finding the perfect match of accomidation and other services to meet the needs of elderly people.

I am working with Tal and his team for more than since 2013 and I HIGHLY RECOMMEND! The team are very professional, experienced, and provide 'out of the box' solutions, as well as GREAT SUPPORT. They are true partners.

Rotem Landow, CEO of My parents

Solution design

Creator operated system, integrated with Analytics and CRM

We have been able to deliver ongoing value, support and solutions for every day challenges to My Parents LTD.
Together with My Parents LTD team we were able to achieve a seaming less full customer journey from the moment a lead contacted the team via website form, Chabot, phone call or WhatsApp, to the point when a consultant has connected the lead with the most suitable solution for his needs. The system allows the team to handle every lead, with fast reaction time which is essential for this operation, ending with the ability to close the circle with tracking tools and advanced BI, supported by Zoho Creator, Mail gun and Zoho analytics platform as supplemental tools for Zoho CRM.

Provided aspects

Glove like fit CRM solution

Advanced mail sending integration using data modeling capabilities of ZOHO CRM and mail gun integration

Advanced BI and analytics.

Dashboards and reports across multiple data sources, providing team full control of the operation and performance

Key challenges

Creating a streamline work process for call center team members with high staff change rate

Allowing quick onboarding of new employees to intuitive and well automated Zoho CRM solution

Tracking the performance of business partners with the leads they received

Providing management full overview of the team, pin pointing anomalies with ease

Results.

My parents LTD has achieved many success stories with us over the years. They are using a CRM solution which precisely meets their needs and budget. With focused approach, CRM Expert can do attitude, and great collaboration from My parents LTD team we have built a state of the art solution, which is also flexible and being challenged and adapted in an agile manner, to meet the new requirements and market changes.