Khoa Ho

Promote and convert the original work flow into the cloud system. The CRM is the core of the system, which enable more efficient, less time consuming to maintain one client's information. The system is more suitable for a growing company and scale-able comparing with a one-person business. Updated the phone system with PBX in A Flash, hosted by 3rd-party cloud company, which is located in local area for minimize ping time. The rented engine is suited for unlimited SIP trunks, 10 simultaneously call, unlimited extension, and many features that are easy to adapt when need. Training people to use and edit custom fields in CRM for 2 weeks. Write operation manuals for CRM system and PBX system. Create template marketing service link with CRM and MailChimp email campaign for autonomous sync contacts to the CRM.

Apply CRM application into documents' processing data. Set priority in next action instead of focusing on managing clients' files. Create a workflow policy integrated into CRM system for better cooperating process. Write office's policy, CRM manual, PBX manual. Integrating the synchronous system of social network(s), marketing campaign tools with CRM to capture more leads. Accomplishments: Fully train the office manager in depth of using CRM. Transfer 70% of current active clients' info. Predicted to save 50% of processing data till the end of this year.