Implementation, consulting and support with Zoho Desk y Zoho CRM.

Sector: Real Estate.

Company: Kleiner Administration began in 1984 (36 years in the market) and currently employs 10 people. Its main activities are divided into Real Estate (property commercialization) and administration of consortiums (currently 50 buildings).

"Every day we find a new function that improves our work " (Carlos Kleiner. Founding partner)

CHALLENGE

Optimized management

Their main objective is to provide an efficient service by responding to queries and claims that arise on a daily basis. They maintain relationships with building owners and people who live there. 

At the same time, they are in charge of the payments to be made, unions and suppliers to be hired. Therefore, the large number of needs they have to satisfy means that they need a system for management control. 

Therefore, they had to put aside paper notes so that no need would go unmet.

STRATEGY AND SOLUTION

Comprehensive management development through Zoho Desk and Zoho CRM.

Before contacting Expertizen, Carlos says that they searched on Google for several years but could not find systems that fully met their needs. From excel to outsourced systems. Since Kleiner Administration performs a lot of operational work, involving areas such as administration, accounting, banking, legal, engineering, among others.

Etixen carried out the implementation and configuration of the tools, along with training and consulting. In this way, people can solve today the daily management through tickets with Zoho Desk and the follow-up of their customer relationships with Zoho CRM. 

The process was gradual, as the client indicated the need for the partners to work with the system first, and then transfer it to the other people in the company. 

Today, they have the possibility of always providing customer service (whether for queries or claims) from anywhere, in an orderly manner and without making mistakes or forgetfulness.

Why did you choose Zoho?

"Zoho has the tools to move towards integrality and that with a single system we can develop everything. and that with a single system we can develop everything... With the advancement of each tool, we can grow, we can scale our organization. The system can continue to grow with us" (Carlos Kleiner).

Why did you choose Etixen?

As a small company, they found it difficult for solution providers to understand their needs and economic possibilities, so with Expertizen they found someone who could listen to them and help them improve their projection. 

"In Etixen we found a recipient to work with who was able to understand what was needed/requested and develop it. Although the product already exists by Zoho, obviously we had to modify it and adapt it to what we needed. This process took place together with Expertizen" (Federico Kleiner).

RESULTS

Optimization of time and resources.

1. Solving daily tasks in an agile way and without forgetfulness.
2. Reduced daily operational workload. 
3. Great acceptance by employees. Since they permanently find in the tool new benefits and functions that improve their work.
4. Ability to provide support from any location.

"Zoho's system is very user friendly, it's not difficult to get into working in the system. Not all ticketing systems are user friendly. Zoho neither in its screens nor in its reports is difficult." (Carlos Kleiner)

CURRENT NEWS

Tools to deal with remote work.

Carlos explains that they felt fully prepared to deal with it, but that they had already checked it out before.

"It was possible to test its usefulness when the staff started going on vacation. Since the staff continued to maintain the need fore and through the Zoho Desk phone application, they had the immediate possibility to answer anything the customers needed" (Carlos Kleiner). (Carlos Kleiner)

This success story is also a case where from Etixen we take care to control costs, segment projects by stages and steps and provide different paths according to the client.