Flow Tech House

    Global Visa– Case Study

    Executive Summary

    Global Visa is a visa center consultation company that provides technical analysis for clients' visa applications to Europe and America. They have a thorough understanding of the visa application process, embassy requirements, and regulations related to travel in the Schengen Area. Their services include helping clients with the preparation of visa application documents and providing recommendations on missing documents or corrections required to ensure successful visa applications.

    The Challenge

    One of the challenges that we faced in the Global Visa case study was developing a technical analysis application that could effectively analyze visa application documents submitted by clients. This required us to have a deep understanding of the visa application process, embassy requirements, and the regulations surrounding travel in the Schengen Area. Additionally, we needed to create a system that could automatically identify missing documents or errors in the client's application and provide recommendations on how to rectify them.

    Another challenge was integrating Sales IQ with various social media platforms and other sources to generate leads for Global Visa. This required us to create a unified system that could track and analyze the behavior of visitors to the Global Visa website and provide valuable insights to the sales team. We also needed to ensure that the system was easy to use and provided the sales team with all the information they needed to convert leads into clients.

    Finally, we faced the challenge of generating reports on the performance of the sales team and the technical analysis process using Zoho Analytics. This required us to create custom reports that included key metrics such as the number of leads generated, conversion rates, and time to close deals. We needed to ensure that these reports were easy to understand and provided valuable insights into the effectiveness of the sales process, enabling the client to identify areas for improvement and make data-driven decisions.

    Implementation

    Based on the challenge, the implementation was, for the most part, pretty straightforward, to automate 

    Global Visa systems.

    In the Global Visa case study, we implemented four Zoho products to help the company streamline their sales process and improve their technical analysis capabilities.

    Simple CRM: We set up the Simple CRM system to manage leads, deals, and contracts. The leads generated from Sales IQ were added to the CRM, and the sales team used the system to track their progress through the sales funnel. The deals were associated with specific clients, and the contracts were created and managed within the system.

    Creator Application for technical Analysis: We created a Creator Application to perform technical analysis for the clients' visa applications. Clients were able to submit their visa application documents through the application, and the system automatically performed an analysis to ensure that all required documents were present and correct. The application also provided recommendations on any missing documents or corrections required.


    Sales IQ: We implemented Sales IQ to unify social media platforms and other sources to generate leads for Global Visa. The system tracked and analyzed the behavior of visitors to the Global Visa website and provided valuable insights to the sales team.

    Zoho Analytics: We used Zoho Analytics to generate reports on the performance of the sales team and the technical analysis process. The reports included key metrics such as the number of leads generated, conversion rates, and time to close deals. These reports provided valuable insights into the effectiveness of the sales process and helped identify areas for improvement.


    Zoho Products used

    Zoho Analytics
    Zoho CRM
    Zoho Creator

    Results

    Did you like the results?

    ​Get amazing results too.

    Contact us
    The implementation of Simple CRM, Creator Application for technical Analysis, Sales IQ, and Zoho Analytics has helped Global Visa overcome their challenges and achieve significant improvements in their business operations.

    Firstly, the Simple CRM system has allowed the sales team to efficiently manage leads, deals, and contracts in one centralized location, which has improved communication and collaboration within the team. Additionally, the system has allowed the team to track their progress through the sales funnel, leading to faster deal closures and increased revenue.

    Secondly, the Creator Application for technical Analysis has greatly improved the visa application process for clients. By automating the analysis of visa application documents, the application ensures that all required documents are present and correct, and provides recommendations on any missing documents or corrections required. This has greatly reduced the number of rejected visa applications, resulting in higher customer satisfaction and repeat business.

    Thirdly, the Sales IQ system has provided the sales team with valuable insights into visitor behavior on the Global Visa website, allowing them to better understand customer needs and tailor their approach accordingly. This has led to increased lead generation and higher conversion rates.

    Finally, the use of Zoho Analytics has enabled Global Visa to generate reports on the performance of the sales team and the technical analysis process, allowing for better tracking and analysis of key metrics such as lead generation, conversion rates, and time to close deals. This has helped identify areas for improvement and optimize the sales process, leading to increased efficiency and revenue growth.