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Coderack IT Labs.

Case Study -
APM Technologies

Optimizing Lead & Customer Management Using Zoho CRM

Overview

APM Technologies required a centralized system to manage leads and customers efficiently, reduce manual sales operations, improve lead conversion tracking, and gain better visibility into sales performance. Coderack implemented Zoho CRM to streamline lead management, automate workflows, and enhance reporting capabilities.

About Customer

Client & Background
APM Technologies is a premier provider of industrial solutions specializing in reverse engineering, 3D scanning, quality control, and solid modeling services. They cater to industries such as automotive, aerospace, consumer goods, medical technology, and more. APM Technologies is also known for its expertise in advanced equipment like ZEISS ATOS scanners, 3D printers, and various inspection and analysis tools.

Industry / Business Type: Industrial Engineering Services
Website / Brand Info: apmtech.in

Customer Location

Their main head office is located at:
A-40, FIEE Complex
Okhla Industrial Area Phase 2
New Delhi – 110020 India

Executive Summary

APM Technologies was facing challenges in managing leads and customers due to scattered data and manual sales operations. The lack of a centralized system resulted in inefficiencies in follow-ups, difficulties in tracking lead progress, and limited visibility into sales performance. To address these challenges, Coderack implemented Zoho CRM to consolidate data, automate workflows, improve pipeline tracking, and enable reporting and analytics for better decision-making.

Problem Statement and Key Challenges

APM Technologies sought to optimize their lead and customer management processes using Zoho CRM. The organization faced multiple operational challenges that impacted sales efficiency and visibility.
Specific challenges included:
  • Scattered customer data leading to inefficiencies in follow-ups and sales processes
  • Manual sales and support operations causing delays and errors
  • Difficulty in tracking the lead pipeline from inquiry to conversion, resulting in lost opportunities
  • Limited reporting capabilities restricting visibility into sales performance and customer engagement

Solution Proposed and Tools Implemented

We, Coderack suggested and implemented the following Zoho application:
  • Zoho CRM – Implemented as a centralized platform to manage leads and customers, automate sales workflows, track pipeline stages, and generate reports for sales performance and customer engagement.

Implementation Approach

Coderack began by configuring the CRM system to align with the client’s workflow.
  • Data Consolidation: Migrated all customer and lead data into Zoho CRM, creating a centralized system accessible to sales and support teams.
  • Customization: Configured custom modules for lead categorization, project tracking, and warranty management, tailored to APM Technologies’ requirements.
  • Automation Setup: Designed automated workflows for lead assignment, follow-up reminders, and email notifications to streamline sales activities.
  • Pipeline Management: Implemented tools to track leads through various sales stages, ensuring timely actions and improved conversions.
  • Analytics & Reporting: Enabled dashboards and reports to monitor sales performance, customer interactions, and conversion rates.

Result/ Business Impact

  • Centralized data management enhanced lead visibility across teams.
  • Automated workflows reduced manual effort and increased operational efficiency.
  • Improved lead tracking and follow-ups boosted conversion rates.
  • Comprehensive reporting provided actionable insights for strategic decision-making.

Summary

This case study highlights how APM Technologies successfully implemented Zoho CRM to centralize customer data, automate sales operations, improve lead conversion tracking, and gain better visibility into sales performance. The solution helped reduce manual efforts, streamline workflows, and support data-driven decision-making.

Partner Bio

Coderack believe in providing 360* support to our clients. Every client is different from another so are our state-of-the-art solutions. We are a team of highly enthusiastic, energetic and tech savvy engineers. The strength of our company lies in rich experience of its people, who come from diverse background.
We ♥ to automate your business. So feel free to reach us today with you problems, we will be happy to help you!

Mail us @ : info@coderack.net
Call us @ : +91 7217832324
Visit us @ : Fourth Floor, Plot no.24, Khasra No. 16/14, Major Bholaram Enclave, Pochanpur, New Delhi, Delhi, 110077