When the mass processing of data collides with a rapidly expanding customer base, all aiming for a transparent and impeccable online presence, the need for an appropriate, primarily digital CRM solution becomes imperative. Andre Cordesmeyer from Teylor AG embarked on a quest and discovered the ideal application to meet his needs for efficient customer relationship management in Zoho. Learn more about how codafish aided Teylor AG in this endeavor.
Data management and automation - Zoho's solution for Teylor AG
Photo by Glenn Carstens-Peters, Unsplash
The software that financial institutions trust
What might seem like a bold advertising slogan is a reality at Teylor AG. Since its establishment in 2018, the Swiss technology company has propelled the financial sector to a new digital level. The platform, along with its software modules, empowers financial institutions to create, market, and scale digital credit products. Banks across Europe are now utilizing Teylor AG’s software to automate credit processes, digitize products, and decrease operational costs. Furthermore, the platform facilitates companies’ quick and convenient access to capital, including from Teylor’s proprietary private debt fund. With success. “Thousands of small and medium-sized companies now rely on Teylor,” shares Andre Cordesmeyer, Chief Commercial Officer of Teylor AG. “Since the Teylor platform was launched on the German market five years ago, we have processed financing requests worth over four billion euros.”
The demands of growth on digitalization
Undoubtedly, growth in customers is more than pleasing, but it also brings with it an increasing demand on internal processes. The advantages of the Teylor platform become even more apparent when considering this. Customers can submit their financing application digitally and free of charge through the website. They only need to answer a few questions. Teylor’s response to this request not only promises quality, with fair conditions and transparent prices, but also a prompt quotation. Using digital technologies, Teylor can assess the application and the company’s creditworthiness within milliseconds. If the credit rating is positive, customers receive an offer tailored to their needs immediately. Teylor’s technical prowess was evident, but they wanted to take it a step further.
«We knew that we had to further advance our internal digitalization in order to achieve our goal of further automating and scaling our processes»
Zoho - the answer to digital requirements
All that remained was finding the appropriate software and partnering with a proficient digital agency to devise a project strategy, channel Teylor AG’s aspirations and needs accurately, and execute them effectively. Andre Cordesmeyer discovered a solution with the help of a little internet research. His solution? Zoho, the comprehensive operating software for the digitalization of all business facets. With over 40 online applications, Zoho offers an extensive suite that caters to every aspect of digitalization a company might require. For implementation, Zoho partners serve as the ideal contacts, offering expertise both nationally and internationally. In his quest for the right partner, Andre selected codafish after a fruitful initial meeting. “I emphasized the importance of a structured process and clear objectives for this project,” explains Andre Cordesmeyer.”codafish understood this and implemented it from the outset.”
Photo by Claudio Schwarz, Unsplash
«I emphasized the importance of a structured process and clear objectives for this project»
Zoho CRM, customized to fit your needs perfectly
Andre Cordesmeyer describes how codafish initiated the process, starting with an extensive consultation, which serves as a conduit for all of Teylor’s ideas and visions. These are then distilled into digital requirements, guiding the definition of project tasks. Step number 1 was to thoroughly review and optimize the CRM modules. codafish meticulously cleaned up these fields and various modules while also designing new custom modules in Zoho CRM. They also crafted bespoke scripts required for day-to-day operations based on the assessment of the current status quo. And then, they dedicated themselves to the supreme discipline of Zoho CRM: handling of large amounts of data.
«codafish understood this and implemented it from the outset.»
Photo by Alexander Sinn, Unsplash
Zoho CRM, a powerhouse for handling vast volumes of data
With thousands of customers and a rapidly increasing trend, it was evident from the outset of the project that Teylor required a CRM capable of managing this customer base and the substantial volume of stored data. Zoho, with its robust CRM application and extensive range of features, proved to be the ideal solution for meeting these requirements. Zoho CRM is capable of efficiently handling both small and large volumes of data, making it highly scalable. A variety of integrated tools within Zoho CRM allow companies to extract data from different sources, consolidate, organize, and utilize it effectively within the CRM module. The automation functions within Zoho CRM also facilitate continuous optimization of the data flow. Customizable data fields allow for tailoring the display to showcase the most pertinent indicators at the conclusion of comprehensive data analysis. Like all Zoho applications, and especially within Zoho CRM, the management of data volume is safeguarded by dedicated data encryption and routine security assessments. For Teylor AG, these were the ideal conditions for seamlessly integrating their customer database into Zoho CRM. With the assistance of codafish, one million data records were successfully imported into the system!
Zoho and codafish - a digital interaction that delivers
The project may still be ongoing, but Andre Cordesmeyer is already thrilled with the progress made thus far. “The implemented measures have already noticeably boosted the team’s efficiency,” he reports. “I would therefore always recommend Zoho. The outcome has been more than satisfactory, and we have realized that Zoho offers more possibilities than most other CRM systems. However, it wasn’t just the software; it was also codafish as a partner in this project that convinced Andre.
«I rate codafish's Zoho expertise as 'very good' - not only based on the results achieved, but also considering the overall support provided." The best practice examples presented to us were particularly helpful in structuring our processes.»
Your digital transformation is our aspiration
Whether it’s CRM, accounting, marketing, or human resources, Zoho has the right solutions for you. As an official partner, we support you on your journey to digitizing your company, providing comprehensive advice and implementing your applications according to your needs and preferences. Conveniently book your free consultation via our website!
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