Loan provider, Plenti, uses Zoho CRM to engage with clients throughout the application process

Описание: When Australia's leading loan provider needed a specialised system to manage their sales processes and customer engagement activities, they chose Zoho CRM.

For the team at Plenti, Zoho CRM's flexibility and ability to integrate deeply with existing systems were crucial decision making factors. The platform has enabled Plenti to set up extensive automations throughout the sales process, ensuring client applications transition between teams seamlessly. This has helped the Plenti team process applications fairer, faster, and easier, setting new standards in lending. Watch the team explain how they use @ZohoCRMOfficial .

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#SalesAutomation #Workflows #DigitalTransformation #CustomerExperience #CustomerSuccess #ZohoCRM
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Chapters
0:00 What is Plenti?
1:24 The need for a CRM
1:50 Zoho as a solution
2:14 Using Zoho CRM in the sales process
2:32 Zoho CRM integration with Plenti's lending platform
2:50 Managing customer records in Zoho CRM
3:02 Need-based permission settings for different teams
3:24 Tracking the customer journey in Zoho CRM
3:45 Workflow automation in Zoho CRM
4:14 Saving time and providing better customer experience
4:37 Complying with data privacy regulations
4:54 Zoho's role in Plenti's success