HelioTek needed a comprehensive system to keep track of vendor, product and customer information as well as stats such as monthly usage, area, service availability, etc. Moreover, they also required an effective lead management solution for acquiring, nurturing and maturing leads along with the necessary means to keep track of the complete customer lifecycle.
HelioTek had been acquiring leads from government and private third party sources. However, their competitors were also tapping into these. To top it off, they were keeping track of the acquired leads using registers and sheets which was proving to be inefficient and counterproductive; the salespeople relied on going through this data when they manually dialed up these leads and as a result, their productivity was being hampered too.