INDUSTRY
Healthcare
LOCATION
Chile
BENEFITS
- Customer cases are easily and quickly sorted.
- Effective management of sales order processes, work order processes, invoicing for the sales orders and work orders.
TL;DR Summary
Company Overview:
- Cercal Group is a Chilean company known for contributions to the pharmaceutical, biotechnological, clinical chemistry, cosmetic, food, and regulated products industries.
Challenges:
- Customer issues were resolved through emails, meet-ups, or calls, with no proper recording due to a lack of facilities.
Integration and Customization:
- Vtiger CRM became the central control for all operations through a step-by-step process.
- Custom modules were created with the help of the Vtiger Support team, enabling control and deployment of services and equipment.
Ease of Identifying Equipment and Services:
- Customized Vtiger CRM modules made it easier to identify equipment and understand which services were executed for specific customers.
Company-wide Deployment:
- Vtiger CRM serves as the central tool for all departments, including marketing, commercial management, QA, financial, and productive operation departments.
Full Automation and Deployment:
- Vtiger CRM has been deployed with automation-specific modules such as workflows and process modules used to meet specific business requirements.
Modules used:
- Cercal implemented Vtiger CRM in a step-by-step process, wherein they utilized Projects, Sales Order, and Invoice modules. Custom CRM modules were also used to meet specific requirements.
About the company
Cercal Group, based in Chile, fulfills a prominent role in the pharmaceutical, biotechnological, clinical chemistry, cosmetic, food, and regulated products industries.
Recognized for its unwavering commitment to quality and innovation, the company has set its sights on transforming Latin America's perception of industry standards. At the core of their mission is the delivery of specialized solutions that not only meet but exceed regulatory requirements, setting a benchmark for the highest standards in the region.
In a recent exploration of Cercal's operational dynamics, we engaged in a conversation with Miguel Angel Ortiz Pineda, the Strategic Coordinator at Cercal. This case study unfolds the invaluable insights shared by Miguel, shedding light on how Cercal has harnessed the power of Vtiger CRM to revolutionize its customer relationships and streamline intricate work processes.
The Challenge
Previously, customer issues and concerns were addressed through conventional means such as emails, meet-ups, or calls. Unfortunately, these interactions lacked a systematic recording mechanism, leading to a significant data void.
At the outset, the CEO of Cercal actively sought a platform capable of facilitating effective control and management of the client database. This quest for a robust solution was catalyzed by a recommendation from a longstanding supplier within their marketing department, who endorsed the use of Vtiger CRM.
Cercal seized the initiative to understand and harness the capabilities of the software comprehensively. This proactive approach marked the inception of a transformative journey towards optimizing their operational processes.
The Solution: Vtiger CRM as a central hub
In a strategic move, Cercal adopted a step-by-step process to establish Vtiger CRM as the central control hub for all their operations. This encompassed a comprehensive range of functions, ranging from sales and work order processes to client database management and invoicing. The centralized control mechanism enabled Cercal to achieve a heightened level of operational efficiency and cohesion.
There was a notable surge in the identification, recording, and tracking of customer cases. This translated into a substantial improvement in resolution times, a factor crucial for maintaining customer satisfaction. Miguel highlighted that many of these issues previously overlooked by the company, were now not only recognized but also addressed promptly.
Capitalizing on the support of the Vtiger team, Cercal undertook customization of Vtiger CRM modules to tailor them to their specific needs. These customized modules played a pivotal role in controlling and deploying Cercal's services and equipment. This customization facilitated a streamlined identification process for equipment and clarified the execution of services for individual customers, contributing to a more targeted and efficient operational workflow.
Conclusion
Vtiger CRM functions as the cornerstone of operational control at Cercal, seamlessly integrated into the fabric of all company departments. Miguel underscores the pivotal role of Vtiger CRM within Cercal, highlighting its 100% deployment across the organization. This strategic integration extends across key domains such as marketing, commercial management, quality assurance (QA), financial operations, and productive operations.
TL;DR Summary
Company Overview:
- Cercal Group is a Chilean company known for contributions to the pharmaceutical, biotechnological, clinical chemistry, cosmetic, food, and regulated products industries.
Challenges:
- Customer issues were resolved through emails, meet-ups, or calls, with no proper recording due to a lack of facilities.
Integration and Customization:
- Vtiger CRM became the central control for all operations through a step-by-step process.
- Custom modules were created with the help of the Vtiger Support team, enabling control and deployment of services and equipment.
Ease of Identifying Equipment and Services:
- Customized Vtiger CRM modules made it easier to identify equipment and understand which services were executed for specific customers.
Company-wide Deployment:
- Vtiger CRM serves as the central tool for all departments, including marketing, commercial management, QA, financial, and productive operation departments.
Full Automation and Deployment:
- Vtiger CRM has been deployed with automation-specific modules such as workflows and process modules used to meet specific business requirements.
Modules used:
- Cercal implemented Vtiger CRM in a step-by-step process, wherein they utilized Projects, Sales Order, and Invoice modules. Custom CRM modules were also used to meet specific requirements.
About the company
Cercal Group, based in Chile, fulfills a prominent role in the pharmaceutical, biotechnological, clinical chemistry, cosmetic, food, and regulated products industries.
Recognized for its unwavering commitment to quality and innovation, the company has set its sights on transforming Latin America's perception of industry standards. At the core of their mission is the delivery of specialized solutions that not only meet but exceed regulatory requirements, setting a benchmark for the highest standards in the region.
In a recent exploration of Cercal's operational dynamics, we engaged in a conversation with Miguel Angel Ortiz Pineda, the Strategic Coordinator at Cercal. This case study unfolds the invaluable insights shared by Miguel, shedding light on how Cercal has harnessed the power of Vtiger CRM to revolutionize its customer relationships and streamline intricate work processes.
The Challenge
Previously, customer issues and concerns were addressed through conventional means such as emails, meet-ups, or calls. Unfortunately, these interactions lacked a systematic recording mechanism, leading to a significant data void.
At the outset, the CEO of Cercal actively sought a platform capable of facilitating effective control and management of the client database. This quest for a robust solution was catalyzed by a recommendation from a longstanding supplier within their marketing department, who endorsed the use of Vtiger CRM.
Cercal seized the initiative to understand and harness the capabilities of the software comprehensively. This proactive approach marked the inception of a transformative journey towards optimizing their operational processes.
The Solution: Vtiger CRM as a central hub
In a strategic move, Cercal adopted a step-by-step process to establish Vtiger CRM as the central control hub for all their operations. This encompassed a comprehensive range of functions, ranging from sales and work order processes to client database management and invoicing. The centralized control mechanism enabled Cercal to achieve a heightened level of operational efficiency and cohesion.
There was a notable surge in the identification, recording, and tracking of customer cases. This translated into a substantial improvement in resolution times, a factor crucial for maintaining customer satisfaction. Miguel highlighted that many of these issues previously overlooked by the company, were now not only recognized but also addressed promptly.
Capitalizing on the support of the Vtiger team, Cercal undertook customization of Vtiger CRM modules to tailor them to their specific needs. These customized modules played a pivotal role in controlling and deploying Cercal's services and equipment. This customization facilitated a streamlined identification process for equipment and clarified the execution of services for individual customers, contributing to a more targeted and efficient operational workflow.
Conclusion
Vtiger CRM functions as the cornerstone of operational control at Cercal, seamlessly integrated into the fabric of all company departments. Miguel underscores the pivotal role of Vtiger CRM within Cercal, highlighting its 100% deployment across the organization. This strategic integration extends across key domains such as marketing, commercial management, quality assurance (QA), financial operations, and productive operations.