A web untangled.
The issue arised when they had a custom module in their CRM system that created each old customer as a new entity, rather than connecting them to their existing records.The implementation process involved the introduction of key modules to enhance their operational efficiency and customer interactions.The focal point of this initiative was the introduction of the contacts and deals module, a strategic move to streamline the tracking of interactions. In this approach, each interaction was designated as a deal, and these deals were linked to the respective contact. This meant that every contact could potentially have multiple deals, reflecting the frequency of their interactions with Carsome. The system was designed to create a new deal and link it to an existing contact when a new interaction occurred. In cases where no existing contact was found, a new deal would be created.
Decluttering 700,000 of data.
Not only that, Carsome faced a formidable challenge as they tried to integrate their old database with the new one within their CRM ecosystem.The magnitude of this digital overhaul became evident during the migration of data. A staggering 700,000 records needed to be meticulously decluttered and migrated into the new modules. This intricate process required a meticulous separation of data into contacts and interactions, turning one massive dataset into two distinct databases which is contact and deal database. The complexity escalated as each interaction had to be linked back to the corresponding contacts, demanding a delicate balance between data organization and historical continuity.
Despite the challenges, the team successfully navigated this complex data migration exercise. The process involved linking the deals back to the contacts module, a feat that required meticulous effort and attention to detail. Through strategic implementation, we had seamlessly integrated their historical data into the new digital infrastructure, setting the stage for enhanced operational insights.
Right guidance leads to straight path.
Lastly, Carsome also confronted hurdles when they attempted to develop and embed SalesIQ support widget into their mobile applications. To ensure a smooth transition and ongoing support, routine weekly sessions were established. These sessions served as a platform for collaborative discussions and Q&A, providing a direct avenue for problem-solving. The proactive engagement of the team not only facilitated immediate issue resolution but also allowed for the conveyance of critical messages to Zoho when needed. As a result, Carsome successfully incorporated SalesIQ widget into their mobile applications, marking a significant milestone in their digital journey.