Category Archives: Case Studies

Video Production House gets insight & processes required for Growth

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THE CUSTOMER
A fast growing video production house in Hauz Khas Village, Delhi.

BUSINESS NEED
In Oct 2013, business had started looking up for the client and to manage growth, the Founder hired a small Sales Team. While delegating most of the sales function, the Founder wanted to ensure that there was no drop in growth momentum.
The client had already invested efforts in a free plan of a CRM solution, but that did not meet the needs of a company poised for growth.

THE CHALLENGES
The key challenges being faced by the customer were:

  • Migrate successfully from the free CRM
  • Acquire tool that could not only generate invoices but link them to payments too. A key problem was that their customers were frequently clubbing payments for multiple invoices in a single payment.
  • Track Service Tax and TDS deductions
  • Track Gross Margin on each sale
  • Get a CRM that was integrated with complete ERP so that the whole business could benefit

THE SOLUTION
After exhaustive evaluation of products available in the market, the client zeroed in on workXmate CRM. By selecting workXmate CRM, the client could Automate & Manage all their key processes so that they could focus on Growth.
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