Client Overview
The Ties Program, led by Ben Kaanta and his wife, has been a pioneer in facilitating meaningful journeys for international adoptees to reconnect with their birth countries. With over 30 years of experience, the program places a strong emphasis on emotional well-being and identity development, drawing on extensive expertise, including Ben’s wife’s PhD in sociology.
The Ties Program had been using a platform called Incognito to manage their processes. However, the platform was unable to integrate critical information about travelers and their journeys, making it difficult to manage forms, campaigns, and project assignments. The manual and fragmented approach led to inefficiencies, with staff spending significant time on administrative tasks rather than focusing on the emotional care of participants.
The Ties Program partnered with Amazing Business Results (ABR) to implement a tailored solution using Zoho Creator and Zoho CRM. The goal was to streamline processes, automate tasks, and ensure seamless integration of key functions.
Key Features of the Solution:
- Automated Form Management:
- Integration of a Zoho Creator form accessible directly from Zoho CRM.
- Staff can select and send specific forms to customers, with automatic reminders for completion.
- Campaign Mapping and Assignment:
- Automated drip campaigns aligned with the interests and timelines of participants.
- Criteria-based mapping to assign the right trip manager or campaign owner, ensuring clear handovers.
- Simplified Workflow:
- Tools to manage multiple programs effortlessly, reducing the need for manual intervention.
- A user-friendly interface allowing staff to operate without technical expertise.
- Enhanced Efficiency: The automated system eliminated repetitive tasks, allowing staff to focus on participant care.
- Improved Accuracy: Seamless integration ensured that all data points were interconnected, reducing errors and missed follow-ups.
- Scalability: The solution easily adapted to the Ties Program’s growing number of programs and participants.
- User Satisfaction: Staff appreciated the ease of use and the ability to track campaigns and forms through an intuitive interface.
Ben Kaanta expressed immense satisfaction with the solution, stating: “It’s been a game changer. Our staff can now focus on the emotional needs of our participants rather than logistical issues. The partnership with ABR has been exceptional in helping us think strategically and dynamically solve problems.”
Conclusion
The collaboration between the Ties Program and Amazing Business Results highlights the transformative power of customized Zoho solutions. By addressing specific challenges and streamlining operations, Zoho Creator has enabled the Ties Program to enhance its mission of supporting adoptees in reconnecting with their roots.
Amazing Business Results (ABR) is a Zoho Premium Partner specializing in CRM and business automation solutions. With a focus on delivering customized, scalable, and efficient systems, ABR empowers organizations to achieve their goals and maximize impact.
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