Case Study - People Matters
People Matters
How People Matters Streamlined Lead & Sales Operations Using Zoho CRM
Overview
People Matters is a leading talent and HR-focused organization that operates multiple initiatives such as conferences, publications, advisory services, and digital platforms. With leads coming from diverse marketing activities and events, the organization required a centralized and automated system to manage lead capture, allocation, tracking, and reporting. Zoho CRM was implemented to replace manual tools and bring structure, automation, and visibility across their sales and marketing operations.
About Customer
Client & Background
People Matters
is a well-recognized organization dedicated to promoting talent management, leadership development, and HR best practices. The company bridges the gap between talent and opportunity by offering knowledge platforms, conferences, publications, and advisory services for HR professionals and organizations.Industry / Business Type: Talent Management
Website / Brand Info: https://www.peoplematters.in/about-us
Customer Location
944, Block C,
Sushant Lok 1, Gurgaon,
Haryana – 122001, India
Executive Summary
People Matters was managing its marketing and sales workflows using manual processes and tools such as Google Sheets. This led to fragmented data, delayed lead allocation, limited tracking of lead progress, and inefficient coordination between sales, marketing, and finance teams.
By implementing Zoho CRM, People Matters centralized all lead sources into a single system and automated key processes such as lead allocation, stage tracking, reporting, and sales target monitoring. The new system improved operational efficiency, accountability, and decision-making across teams.
By implementing Zoho CRM, People Matters centralized all lead sources into a single system and automated key processes such as lead allocation, stage tracking, reporting, and sales target monitoring. The new system improved operational efficiency, accountability, and decision-making across teams.
Problem Statement and Key Challenges
Prior to CRM implementation, People Matters faced several operational challenges. Marketing activities such as bulk emails, EDMs, social media campaigns, banner promotions, and brochure downloads were managed independently without centralized tracking. Lead submissions and status updates were maintained in Google Sheets, resulting in data inconsistencies and manual errors.
Lead allocation was performed manually, slowing down response times and increasing the risk of missed opportunities. Sales probability tracking and pipeline progress were also managed manually, making it difficult to gain real-time insights. Post-closure processes such as paperwork, payment coordination, and delivery involved manual follow-ups with internal teams, further reducing efficiency.
Lead allocation was performed manually, slowing down response times and increasing the risk of missed opportunities. Sales probability tracking and pipeline progress were also managed manually, making it difficult to gain real-time insights. Post-closure processes such as paperwork, payment coordination, and delivery involved manual follow-ups with internal teams, further reducing efficiency.
Solution Proposed and Tools Implemented
To address these challenges, Coderack recommended and implemented:
- Zoho CRM – A centralized platform to manage leads, sales workflows, automation, reporting, and performance tracking
Implementation Approach
Zoho CRM was configured to align closely with People Matters’ sales and marketing workflows. Multiple lead sources such as brochure downloads, social media campaigns, and dedicated web pages were integrated directly into the CRM to ensure automatic lead capture.
A centralized lead management system was designed to track every enquiry from submission to closure. Automated workflows were configured to map leads to defined sales stages and ensure timely follow-ups. Lead analysis capabilities were enabled to provide visibility into lead sources, timelines, and their movement within the sales pipeline.
Custom dashboards and reports were developed to generate weekly, monthly, quarterly, and annual performance insights. Individual sales targets were mapped within the CRM to monitor progress against assigned goals and improve accountability.
A centralized lead management system was designed to track every enquiry from submission to closure. Automated workflows were configured to map leads to defined sales stages and ensure timely follow-ups. Lead analysis capabilities were enabled to provide visibility into lead sources, timelines, and their movement within the sales pipeline.
Custom dashboards and reports were developed to generate weekly, monthly, quarterly, and annual performance insights. Individual sales targets were mapped within the CRM to monitor progress against assigned goals and improve accountability.
Result/ Business Impact
Following the Zoho CRM implementation, People Matters achieved significant improvements in operational efficiency. All leads were captured and tracked in a unified system, eliminating data silos and manual errors. Automation reduced dependency on spreadsheets and manual coordination, allowing teams to focus on higher-value activities.
Real-time dashboards and reports provided better visibility into lead performance and sales progress, enabling informed decision-making. Defined workflows improved accountability and coordination between sales, marketing, and finance teams.
Real-time dashboards and reports provided better visibility into lead performance and sales progress, enabling informed decision-making. Defined workflows improved accountability and coordination between sales, marketing, and finance teams.
Summary
This case study demonstrates how People Matters successfully transformed its lead and sales management processes by implementing Zoho CRM. By replacing manual tools with an automated and centralized system, the organization improved efficiency, transparency, and scalability across its marketing and sales operations.
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
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
