Challenge
Stesso gathered all the client-related and prospect data in Zoho CRM. Meanwhile, the central organizational data hub resided on the MySQL database in the internal SIGEM system.
In Zoho CRM, the data was captured automatically once a client submitted a quote. Then, Stesso admins had to input the information from Zoho CRM into the internal database system manually, especially the details about Companies and Contacts. Obviously, this slowed down the processes and imposed the risk of human error when transferring the data manually.
So, the main issue Stesso encountered was to automate the user data transfer from Zoho CRM to MySQL.
The problem we had is that we captured information twice regarding the prospect data from ZOHO's CRM to our SIGEM system.