Zoho for Migration Consultancy

Companies work in migration consultancy helps many individuals to migrate and relocating to different countries. It is one of common business around the world. In this article, we discuss the key benefits of using Zoho CRM in migration consultancy business.

1. Lead generation in Zoho CRM

Enquiries generally generated through multiple ways such as website, social media, walkins, referrals and telephonic. Zoho CRM will be able to capture all the leads and track the lead source. This will help the companies to monitor the performance of each lead source.

2. Lead assigning in Zoho CRM

Expertise of migration advisors will be different based on the university Nationality / Country / Profession. Hence, most of the consulting companies keep the advisors dedicated for Nationality / Country / Profession. Zoho CRM can help to allocate every new query based on the pre-defined criteria and inform the team member.

3. Tracking the progress in Zoho CRM

Tracking each step of the process is very important for better reporting and operation. Zoho CRM can be designed as per the requirements of every business to manage the process.

4. Collection and management of documents using Zoho CRM

Collection of the documents from the client can be managed using Zoho Forms and it can be uploaded into Zoho CRM directly. It will help the advisors to save a lot of time in collecting and managing the data. In a nutshell ‘Client document is uploaded by Client itself’.

5. Scheduling the meetings using Zoho CRM

Zoho CRM can be integrated with most of the online meeting tools. It will help to reduce the meeting scheduling and follow ups easy.

6. Email alerts / updates using Zoho CRM

Communicating with Clients in every step is a key element for managing the process professionally. Zoho CRM can automate most of the tasks in this area.

7. Check list management using Zoho CRM

As each County / Profession follows different criteria for migration, keeping and following the check list is very important. Zoho CRM will help for automatically assigning the relevant check list based on different criteria.