Executive Summary
Rise Buildings is a property technology company based out of Chicago that helps clients all over the world. They provide a fully integrated tech stack to meet your needs, save you money, and increase your property’s performance.
The Challenge
When Rise Buildings first contacted Zenatta they “used a combination of spreadsheets, disparate systems, bar napkins, and half-baked solutions. No way of tracking processes and workflows. Nor any way to house and analyze data.” They had Zoho One but needed professional help with implementing the Zoho suite to best fit their needs.
Implementation
After our initial deep dive call to understand all of Rise Building’s business processes, the Zenatta team was able to come up with a plan to help automate and organize their business. First, we set up a lead management process inside their CRM, followed by pipeline management. Once these were properly implemented the next step was to build out a product and pricing structure. Now that the CRM was set up, automation and sales cycle implemented, next was analytics. Custom analytics were set up with Zoho Analytics that reported various revenue metrics such as lifetime value and monthly recurring revenue.
Next was to enforce rules for the sales team to ensure they followed the pipeline structure implemented inside the CRM. By creating lead and deal blueprints, we ensured a consistent process that included pricing calculations and other guidelines. Depending on the lead or stage of the deal, a series of tasks and reminders would be triggered, i.e. monthly and quarterly check-in on clients. Finally, the sales team was brought up to speed on all the changes and trained on the new implementations.
Results
“Overall experience has been positive. Our positive experiences with the Zenatta team have been game-changing over the years. Another huge win is the weekly email which almost always has something for me to follow up on.” From bar napkins to a fully automated and functioning CRM, we were able to ensure they don’t skip a beat.
“The only metric which truly matters, in the end, is that it works. There are tons of solutions out there that will sell you with the song and dance and showboat a support system that doesn’t really exist. Where Zenatta really matters is that they helped us build a solution that works within Zoho, and when it doesn’t work or one of our needs change, they jump in to make it right. Our business doesn’t skip a beat.”
Adnan Darr, Chief Business Officer
