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Case Study
Accessibility Solutions
Allan Rathwell
 

Total Access Solutions Revolutionizes Customer Service with Zoho CRMImplementation

Executive Summary

Total Access Solutions, an accessibility company dedicated to providing solutions for elderly and disabled individuals, has experienced consistent double-digit growth. Recognizing the critical importance of maintaining exceptional customer service during this expansion, Allan emphasizes the role of a CRM (Customer Relationship Management) system in achieving and sustaining success.


Introduction

In the face of a growing clientele, Total Access Solutions prioritizes customer service as the cornerstone of its business philosophy. Allen underscores the commitment to care and personal attention that defines the company's approach, especially given the nature of their work assisting people with accessibility challenges.

The Business

Total Access Solutions, boasting over 30 years of expertise, specializes in offering barrier-free solutions for individuals seeking independence. The company prides itself on creativity and a comprehensive understanding of unique client needs, delivering cost-effective, quality, and safe products tailored to each customer.

The Challenge

Before adopting a CRM system, Total Access Solutions faced a significant challenge in managing information flow. The reliance on paperwork led to difficulties in keeping data cohesive during transitions between team members. Additionally, the company needed assistance in effectively handling leads from various sources and ensuring a prompt and high-quality response from the sales team, and much more ...

Finding a Solution

Upon discovering the need for a CRM solution, Total Access Solutions turned to Amazing Business Results and engaged the services of Lior. Lior's professionalism and expertise streamlined the company's operations, transforming a once-daunting task into a simple and efficient process. With the CRM system in place, information is centralized, accessible to the entire team, resulting in improved overall performance.

Implementation and Results

The implementation of the CRM system by Amazing Business Results led to a seamless workflow within Total Access Solutions. Now, all relevant information resides in a single location, accessible to any team member. This streamlined process enhances communication, efficiency, and overall service quality, contributing to the company's ongoing success.

What would you say publicly about Zoho?

When asked about Total Access Solutions' experience with Zoho, Allen expressed gratitude for the referral to work with Lior from Amazing Business Results, who facilitated the integration of the Zoho CRM system. Allen commended Zoho's impact on the company's operations, highlighting the system's ability to centralize information. He noted that before Zoho, challenges existed in keeping data together during transitions between team members, hindering the efficiency of their workflow.

With the implementation of Zoho, the daunting task of managing paperwork and ensuring smooth information flow became remarkably simple. The system streamlined processes, making all relevant information easily accessible to anyone within the company. Allen emphasized that this not only improved communication but also significantly enhanced the quality of customer service. Zoho, as integrated by Lior, has become an integral part of Total Access Solutions' success, contributing to the company's growth and reputation for excellence in accessibility solutions.

Partner Bio:

Lior Izik, owner and founder of Amazing Business Results, is a Zoho Premium Partner, a Certified Zoho Developer and a Zoho Apps Trainer who knows the system inside and out.

For over 15 years, he’s built hundreds of CRM systems for his clients to help them automate their processes, save money and manage their businesses with less stress.

When you work with Lior, you get his business skill set and a Zoho Partner who can help you find the best software solution to manage and grow your business successfully.

Amazing Business Results Offers:

  • Zoho apps customization and architecture for small to mid-size businesses
  • Zoho training sessions
  • Weekly interactive webinars to answer clients’ questions
  • Updates on Zoho’s new features and services
  • A YouTube channel with hundreds of videos related to Zoho and its features.

With Amazing Business Results as your Zoho consultant partner, you get the most out of Zoho and the confidence of working with someone who can answer all your questions and find solutions to your business problem.