Helical has been selected to implement Zoho CRM & PROJECTS for a 15- User Sales and Operations Team operating out of 3 Locations worldwide. The customer organization constitutes of a team of highly qualified Lawyers and Legal Consultants with 20 years of international experience in Corporate and Commercial Law. They work with corporations and business owners around the globe from their offices in Italy, China and the UAE.

The customer had a myriad processes that needed to be automated across user touch points including touch points with external stakeholders. Helical effectively showcased the application of the different connected Apps from Zoho that would allow seamless flows of information from Lead Generation to Sales Processes until Contracting and from Project to successful Project Closure and Customer Satisfaction surveys. The Project is intended to automate flexible contract creation and signoffs, KYC processes, and tracking of the Project for monitoring and facilitating timely billing based on terms defined in the contract amongst other process automations and ensuring availability of full 360 views to Customer Accounts and Project Statuses.

The Project will be executed in 2 Phases and expected to go Live early 2025 replacing their current solution developed on a popular enterprise CRM platform that user found difficult to adopt and has not provided the customer the best returns on investment.

The Project involves deployment of the following connected Apps from the Zoho One Platform seamlessly working together to form the Core Operations Platform for the customers business:

• CRM as the Sales Force Automation tool managing all processes from Lead Generation to Project Contract Closure
• CONTRACTS
• SIGN for Contract Sign-Offs
• PROJECTS for Project Task Execution, Project Status and Milestone Tracking and integration Financials with BOOKS to aid Invoicing and Collections.
• for Sales Teams across Middle East, Americas, Europe and South East Asia would work on be on one single platform to capture Sales Data and efficiently collaborate on Projects that involve stakeholder involvement from across operational geographies.
• EXPENSE for Expense Tracking on Project and
• CLIQ for Internal Collaboration during Sales Process, Contracting and Project execution
• MARKETING AUTOMATION for Campaign Processes and Customer Engagement