Elvis CRM Case Study - HG Group

CLIENT

HG Services (M) Sdn Bhd is a top hoarding and reinstatement contractor in Malaysia. They offer hoarding, visual, and fabric installation for various clients and malls.

INDUSTRY

Hoarding

REQUIREMENT

With countless leads coming from WhatsApp, email and social media, the client required a scalable system that could keep track of their leads efficiently and effortlessly. They also required a system that offered sales automation. Therefore, they opted for a Customer Relationship Management (CRM) system.

KEY FEATURES

  • The CRM system offers a centralized platform for effectively managing leads. It allows the sales team at HG Services (M) Sdn Bhd to capture, organize, and prioritize leads, ensuring that no opportunity is missed.
  • The system includes a follow-up module that automates and schedules follow-up activities. It helps them stay connected with potential clients from the beginning to the end of the sales process, making it more likely for clients to say yes.
  • The CRM system integrates seamlessly with WhatsApp. This feature enables direct communication with leads through WhatsApp, making communication simpler and improving customer engagement. As leads come from different social media channels, the CRM system connects with these platforms. This makes it easy for the sales team to manage messages, reply to questions, and keep an eye on social media activity—all in one system.
  • An automated lead distribution system ensures fair and efficient assignment of leads to the sales team through round-robin approach. This ensures a balanced workload for the sales team. The CRM also makes lead transfer between sales members effortless.
  • The CRM system automates the process of generating quotations, reducing manual effort and minimizing the risk of errors. Automating the generation of invoices eliminates the need for manual data entry, reducing the likelihood of errors and speeding up the billing process.
  • An organized document management system enables HG Services (M) Sdn Bhd to store and retrieve important documents efficiently, including contracts, proposals, and other relevant files.
  • Detailed reports created by the CRM system give insights into how well the business is doing. They show important details like lead conversions, helping HG Services (M) Sdn Bhd make smart decisions based on actual data.

ELVIS MODULES

  • Sales Automation
  • WhatsApp Integration
  • Social Media Integration
  • Lead Management
  • Customer Management
  • User Management
  • Lead Analytics
  • Reports
  • Document Management

SOLUTION

The introduction of Elvis CRM has made operations more effortless for HG Group. Now, they can handle leads and clients much more easily and efficiently. With this new system, they have a unified platform that brings together different parts of their business. This has improved how they communicate, manage data, and make decisions. Elvis CRM has made their work processes much smoother. They can keep track of everything using just one platform, including WhatsApp, social media and email without the need for multiple software. The organized layout of Elvis CRM makes sure that all the client's needs are taken care of. Thus, Elvis CRM is transforming the business, enabling HG Group to grow and succeed.

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