Zelle Biotech's Digital
Transformation Success
How HappSales CRM powered a 40% revenue increase for one of the fastest-growing Biotech companies.
Growth
We evaluated a lot of CRMs. All industry leaders were evaluated. We chose HappSales CRM because the team was very supportive. They put in a lot of efforts to customize the entire workflow as per our requirements. We feel that it was the right decision we made.
Overcoming Growth Obstacles
In 2020, Zelle Biotech's leadership team initiated a comprehensive digital transformation to support their aggressive growth strategy. They identified critical operational challenges that needed immediate attention:
Scattered information across multiple sheets in silos required a scalable, unified CRM to structure all data in one place.
Growing list of sales leads became cumbersome to manage, creating fear of missing valuable sales opportunities.
Need to streamline end-to-end sales operations including pipeline management, activities, interactions, and quotation management.
Required single source of truth for all departments while maintaining user-level access for data security and compliance.
Field team needed easy mobile access to client information to improve sales productivity and decision-making.
Manual data entry in Google Sheets led to huge inefficiencies and errors in product information management.
Reluctance to share information between teams due to fear of data loss hindered collaboration.
Communication between sales and operations teams was inefficient, wasting time with back-and-forth emails.
Transformative Benefits from HappSales
Lead management with HappSales ensures that no leads are missed. All leads are quickly qualified and converted through a robust sales pipeline management process. Team members easily update deal stages and seek help for any pricing, proposals etc. from back office operations as and when required.
Sales team members easily update opportunities and sales activities using the mobile CRM app. It is easy for them to update all client interactions through the app while on the move. Easy-to-use CRM app led to a drastic increase in overall sales productivity.
HappSales team designed a Quotation format along with terms & conditions as per Zelle's specific requirements. The team can conveniently select the required products from a drop-down, update the price, and seamlessly send out the quotations to clients. This eliminates the need for manual data entry and reduces any manual errors.
Sales order management workflow is designed to help the sales team and operations team to collaborate better and be on the same page at all times. This increased overall efficiency in the sales order management process and fulfillment of closed orders. It eliminates the need for multiple emails and calls between team members to update sales order status.
Service management workflow is designed to streamline service requests from clients, and also manage distribution of samples. Team members easily record all crucial information like user feedback and purchase intentions. This facilitates a smooth collaboration and cohesive teamwork between all departments like tech support, sales, and back-end operations. Insights and feedback from clients play an important role in gauging user satisfaction levels. It allows members to take proactive measures to swiftly address client requirements. All this led to significant improvement in customer satisfaction levels.
