C H A L L E N G E S
Baheti & Somani LLP faced challenges in quantifying tasks, tracking the status of activities, and ensuring timely communication with clients and authorities. The limitations of their existing system, SharePoint, hindered their ability to manage their expanding client base and diverse services effectively, leading to delays and inefficiencies.
S O L U T I O N S
We introduced Sangam CRM to streamline B&S's processes by providing a dedicated solution for task management and communication. This CRM system allowed for the precise quantification of tasks, real-time activity tracking, and automated communication to ensure no step was missed or delayed.
AT A GLANCE
PROBLEM STATEMENT
B&S struggled with task management, tracking, and communication due to the limitations of SharePoint.
OUR BUSINESS SOLUTION
We implemented Sangam CRM to address these challenges with a more efficient, tailored system.
B E N E F I T S
- Enhanced Task Quantification: Sangam CRM enabled B&S to assign and quantify tasks more accurately which helped in measuring the team performance and workload distribution effectively.
- Real-Time Status Tracking: With the CRM’s real-time tracking feature, management, and team leaders could monitor the progress of every activity effortlessly, enhancing transparency and accountability across the team.
Automated Communication: By automating reminders and updates, the CRM system significantly improved communication with clients and authorities, reducing delays and ensuring that all necessary steps in their processes were completed on time.
CONCLUSION
The adoption of Sangam CRM transformed Baheti & Somani LLP’s operational efficiency. By
automating and streamlining their task management and communication processes, the firm achieved greater accountability, timely task completion, and enhanced service delivery, paving the way for sustained business
growth.
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