Easy Nuts receives a stream of warm leads through their broker partners, from people who are moving soon and asking to arrange their energy, internet, water, mobile and insurance. These leads come in through their own platform and were previously stored in Zoho’s CRM package.
This system had a number of drawbacks: their consultants had to manually enter a lot of information and make manual calls. In addition, it was difficult for management to find recorded calls, create reports and measure the efficiency of the call team.
Serge and Menno of the Sound of Data team made an inventory of Easy Nuts’ wishes and drew up a plan. Following that, the decision was made to use customer contact platform Xcally to automate the calling out of leads. This has made calling much more efficient and Easy Nuts can run reports more easily. They can also optimize their processes and organize them more efficiently.