Y-Axis earns a reputation as India’s best immigration consultancy with Salesforce CRM

Challenge

• Accommodate Y-Axis’ rapid expansion – a new office opens every three months and transaction volumes are soaring
• Allow sales and processing employees to collaborate in a single team
• Secure corporate data and prevent it from getting lost or leaving with employees
• Limit implementation costs
• Monitor and manage employee activities and target high value leads

Solution

• Salesforce.com partner Lister Technologies delivers a customised Salesforce CRM solution within 90 days
• System accommodates 300 users in 17 offices across India as well as staff based overseas
• Lister Technologies carries out training for core users over the course of a month
• Using AppExchange, Y-Axis streamlines processing of consular documentation, generates quotes automatically and adds internal recruitment reporting
• Salesforce Chatter is used to organise and share information on internal projects

Results

• Y-Axis boosts sales by 25% by setting daily rather than monthly sales goals
• Refinement of sales targets to focus on high value leads raises conversion to 25%
• Increase in presales activity of approximately 50%
• Gains the ability to measure and compare volume of new customer enquiries month-on-month
• Multiple level escalation rules in Salesforce CRM enables customer queries to be addressed within 48 hours
• Reporting time slashed from 1-2 days at month-end to reporting on the fly

Partner