Case Studies

Founder & CEO | USA Finance and Loan Service

Robert Griffin

White Griffin Capital, develops a custom process that assures your company gets access to the best funding for your situation — regardless of any past rejections — so your business will not only succeed but thrive.

If you own or manage a business, then you realize that it takes capital to help it grow. As a nationally recognized leader in commercial finance, we’re skilled in providing business loans to all types of business and have a team of experts who are trained in providing excellent service for people interested in securing capital.

Challenges

White Griffin capital didn’t have any kind of business setup, they were dependent upon manually tracking all the business activities and replying to them individually.

They were working on paper books. CRM task automation was not available. Leads from multiple sources were not traceable. It was difficult to follow up on the leads. Employee management was not available.

The Business was not organized, they were looking to empower its employees with new processes and tools, the company needed to embark on digital transformation and move to a future-ready platform. It planned a cloud solution that would run all operations, such as Sales, Quotes, and Signed Agreements, in an integrated model with improved systematic processes.

Solution

Trigya Innovation made a Store on Zoho business and computerized sales orders and advanced shipment warning cycles to guarantee quicker shipment. Our group conveyed two-cycle robotization to accomplish a start to finish Sales Order Journey with Zoho One Apps.

At the point when a business client submits a request on the site, Order Sync. with Zoho Inventory, Auto-make Packages slip, Shipment, and Tax Invoice. Trigya Innovation Integrated Zoho commerce Website with Zoho inventory and coordinated Unique SKUs and an In-house and Drop-dispatching Stock administration System.

Utilizing Zoho Analytic

  • Website all modules of information sync. with Zoho Analytic and Create custom reports and Dashboards.
  • Customize Dashboard for Financial Report, Sales Report, Marketing Reports, CRM Report, and so forth.

Zoho Sign

  • Zoho Sign Integration with Zoho CRM.
  • Zoho Sign Integration with Zoho Recruit, For Employment Document.
  • Zoho Sign Integration with Zoho People, For Exist Process.
  • Template Setup into Zoho Sign NDA/Contract/Agreement.

Zoho People

  • Employees of Data Base Setup
  • Roles, Department, and Hierarchy Level Setup
  • Company Policy
  • Email Template Workflow Trigger
  • Leave Policy
  • Employee Handbook

Zoho Marketing Arrangement

  • Coordinated Zoho crusades with Zoho CRM and Zoho eCommerce store to convey computerized answers and track deserted truck and business exercises.
  • Utilized Zoho social to deal with every one of the web-based media channels from a solitary stage.

Our Creativity & Hardwork Remuneration

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