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MetaOps

Client's Profile

MetaOps is a business management consulting firm located in Livonia. It specializes in providing, on a short-term contract basis, the most Difficult-to-Find ‘Top Talent’ resources on the planet.  These men and women, located around the world and often available on just a few days’ notice, are experts in almost every form of ‘Business Process Improvement’ and ‘Operational Excellence’ there is, in every industry one can imagine.

 

Need for a Solution

MetaOps was using SugarCRM community edition to acquire new talent and maintain a comprehensive database of every individual. However, an out of the box solution hindered the business from gaining a holistic view of every member who signed up. To go the extra mile, it was decided that some customizations be done to improve the functionality of the CRM and a portal be made where individuals could enter their complete details including skills, qualification, experience etc.

 

Solution

Our CRM experts agreed to fulfill the requirements put forth after holding multiple discovery sessions with the senior management of MetaOps.

Web to Lead Capture

The website of MetaOps was integrated with the CRM system to capture leads from the website in Sugar.

Metexperts module customization

The target lists module present in Sugar by default was renamed to Metexperts and completely customized. It contains tabs such as Business card, Social Media, Certifications, Skills, Industries etc which were pulling the information from the custom portal.

Custom Portal

A user friendly and easy to navigate custom portal was built which allowed individuals to make a profile, upload photo and the relevant documents, attach references and schedule a screening interview. An automatic mail was sent to users who signed up. Dashboard listed all the sections and showed which had been completed.

Integration with marketing automation platform

Sugar was integrated with Inbox25, an all in one marketing automation solution to attract, capture and nurture leads.

Results

The enhancements empowered MetaOps to acquire and nurture leads in a more efficient and transparent manner. Employees no longer had to manually  enter data in the CRM to create leads if someone filled a form on the website. Emails and campaigns could be run and managed from within Sugar. The portal made it possible to get a bird’s eye view of every potential candidate.

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