Vaastu Consulting Services
Transforming Vaastu Consulting Services with Zoho
About CloudConics
Shaping the future with forward-thinking practices.
CloudConics is an IT company with over 4 years of experience, boasting strong technical and functional expertise while serving customers across India, the USA, the UK, and Australia. As a Zoho Advanced Partner, Zendesk Partner, Odoo Learning Partner, and Knowlarity Partner, we operate from our headquarters in Noida. Our team specializes in solving organizational challenges and simplifying workflows through the customization of Zoho’s Business Applications, Collaboration Tools, Custom-built Applications, and seamless integrations with Legacy Systems and ERP platforms. We pride ourselves on delivering innovative solutions that align with our clients’ goals, ensuring measurable results and long-term success. At CloudConics, customer satisfaction and continuous improvement are at the heart of everything we do.
Zoho One Case Study
Name: Vaastu Consulting services
Project Duration: 1 Month
Team Members: 2
Functional Scope:
- Centralized Customer Data
- Automate Accounting Process
- Reduce the complexity of the sales process
About Vaastu
Consulting Services
Vaastu Naresh is a renowned consulting firm specializing in expert Vaastu guidance to enhance both living and working spaces, promoting well-being and success through the application of ancient architectural principles. With a vision to create a balanced and harmonious world, the company focuses on designing residential, commercial, religious, and industrial spaces in alignment with the natural laws of Vaastu. By integrating these time-tested principles, Vaastu Naresh strives to bring peace, prosperity, and happiness to every individual and organization, ensuring that every space nurtures positive energy and fosters growth.
Problem Descriptions
Fragmented Customer Data
Customer and consultant information is dispersed across various systems, creating challenges in accessing a unified, comprehensive view. This fragmentation complicates communication, delays responses, and makes it difficult to deliver personalized services.
Manual and Time-Consuming Accounting
The process of generating invoices and managing payments for services provided is highly manual and time-intensive. This increases the risk of errors, delays in billing, and consumes valuable time that could be spent on other core business activities.
Lack of Service Tracking and Visibility
Managing client services without a clear, centralized system creates significant challenges in tracking progress, monitoring service delivery, and maintaining transparency. This lack of visibility can lead to miscommunication, missed deadlines, and an overall decrease in service quality and client satisfaction.
Our Solution Approach
Centralized Customer Data
Implement Zoho CRM to centralize all customer and consultant information, ensuring consistent and complete profiles. This consolidation provides a unified view of customer interactions, enhancing communication, decision-making, and personalized service delivery.
Automated Invoice Generation and Payment Tracking
Automate invoice generation and payment tracking through Zoho Books, reducing manual effort and errors. This streamlines accounting processes, ensures timely invoicing, and provides real-time tracking of payments, saving valuable time and improving financial accuracy.
Service Management
Use Zoho CRM to manage and track all client services in one place. With a centralized system, you can monitor service delivery, track progress, and maintain visibility, ensuring that every client receives consistent and high-quality service in a timely manner.
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Contact Info.
Tower - 4, NX One, B-1001, Amrapali Leisure Valley, Greater Noida, Uttar Pradesh 201301
