My Coffee Counts needed a way to manage relationships with customers, vendors and charities for their deductible charitable giving app, while also supporting a remote, disability inclusive workforce. Relevate implemented Zoho One, including CRM, Forms and Campaigns, with automated onboarding for new app users, charities and businesses joining their marketplace.
THE CHALLENGE
My Coffee Counts needed a way to manage relationships with customers, vendors and charities for their app, which helps businesses with deductible charitable giving. The business also needed an environment that would allow people with disabilities to work from anywhere.
THE SOLUTION
Relevate implemented Zoho One for My Coffee Counts, including Zoho CRM, Zoho Forms and Zoho Campaigns. This involved mapping out a sales process and email templates for each part of the business, along with marketing automation emails to onboard new app users, charities and businesses into their marketplace.
THE OUTCOME
My Coffee Counts gained a system to manage and grow their customer, vendor and charity relationships, with automated onboarding in place for new app users, charities and businesses joining their marketplace.
If your organisation is facing similar challenges or is interested in exploring digital transformation, email us how we can help you achieve your goals.
