Civil Survey Solutions Case Study
Introduction
Overview
They required sound technical support to help integrate with the third party applications and that’s when they explored the options to get expert help for the integration tasks. CSS collaborated with FI Digital, renowned for its expertise in integrated digital solutions, to help them with the required technical support.
The case highlights the support provided by FI Digital to help CSS overcome the challenges faced with the integrations and the configurations.
Executive Summary
Civil Survey Solution History
Civil Survey Solution guiding philosophy
Problem statement and key challenges
Though CSS had a well functioning Zoho CRM set up with well-managed and configured data and workflows, they faced challenges when the requirement to store the data from third parties, at one platform came up. Along with that, they faced hurdles when trying to make some complex configurations in Zoho CRM.
The integration of Zoho CRM with external third parties required expert-level support to achieve the desired results.
Evaluation of the problem
To handle the transactions in Zoho CRM, they required some pre-defined payment calculations to be configured in their account. Handling the complete end-to-end process from the lead capture to the successful transactions could help CSS manage the entire process in Zoho CRM
Managing the data in Zoho CRM will help CSS analyze the data from Zoho and utilize it to identify the risks.
Proposed Solution
The integrations required hitting the third-party APIs triggered from different modules in Zoho CRM.
The configuration of the payment calculations involved the customization of features like fields and modules and using functions to achieve the required outcome.
Implementation
FI Digital has been providing ongoing support to CSS in delivering the tasks within the delivery timelines. We provide the necessary training and documentation support along with the developments and configurations made.
Result
Civil Survey Solutions has partnered with FI Digital for the past 1 year and reach out to us for the technical support required for the complex tasks related to Zoho.
Civil Survey Solutions has a well-established relationship with FI Digital due to the quality services provided with the best possible solutions.