How Cleanomatics Solutions improves transparency and automates key business operations with Bigin

The company

After a corporate career spanning two and a half decades and three geographies, namely India, South East Asia & the US at various transnational and Indian organizations like Havells India Limited, Abhra decided to go back to school and join a Business Excellence Program at the prestigious HAAS School of Business, UC Berkeley, CA, USA. During this phase, he started Cleanomatics—a laundry, and dry cleaning service. It was a hit in the university and eventually started the journey of spreading cleanliness to India and the rest of the world. Presently, the company has four branches in Kerala, Kolkata, Delhi, and Fremont (California), along with a technology development center in the US.

The challenges

How does one start a company during a pandemic and make it successful? The mantra Banerjee followed was, "make every lead count." Every lead and customer contributes to the growth of a business and notably more if it's a small business.

Banerjee began using HubSpot in 2020, and the team started focusing on the orders they received. In a service-based company, multiple groups are involved, including service providers, field agents, logistics partners, operations teams, etc. The need for transparency between the teams and automation became crucial for the business. With HubSpot, Banerjee discovered it was more of a marketing tool rather than a business solution, and the hunt for a new CRM began at the end of 2021.

The solution

The head of technology, Apratim Banerjee, set out in search of the perfect CRM to fulfill their requirements. He was referred to Zoho by Cleanomatics's marketing agency. While evaluating Zoho CRM, he stumbled upon Bigin. His first impression while evaluating Bigin was enough to pique his interest.

He found Bigin to be intuitive and the basic features sufficient to run a small business. It took the team three weeks to get accustomed to a new CRM and set up the workflows. This changed their entire process as Bigin became a part of their everyday work life. They ditched communication via Whatsapp and normal calls as they found an all-in-one solution with Bigin.

How Bigin elevated the business

Previously with HubSpot, they used multiple software for operations. Once they evaluated Bigin, they found it to be the right fit for their business. It helped bridge the gap between all involved parties—vendors, agents, employees, and management. All communication between vendors and employees happens via Bigin. Apart from lead management, the process of managing all orders until delivery, the entire flow is automated using Bigin workflows. Some of the vital features used by the company include email marketing, email configurations, and notifying customers of their order status.

1.Hassle-free calling
With the help of Bigin's built-in telephony feature, work is made simpler. All the details ranging from contact numbers, previous conversations with customers, and customer details are in one place. Calls can be made from Bigin and call logs are added automatically through integration, making the whole process effortless and time saving.

2.Going digital
Gone are the days of pen and paper! As such, the delivery agents in the field needed a solution to adapt to the digital world. When a task gets assigned to vendors and agents, an email notification is triggered through a workflow. Bigin's mobile app helps agents see all their customers' details on the move. Once an order is complete, they can update the status as well. Bigin eliminates miscommunication and provides better transparency.

3.Gaining visibility
Bigin grants visibility to Cleanomatics's users, management, and customers. With the help of the Pipelines feature, users can see their leads and the transition of the leads through different stages of their business process. Management can track the productivity of each user using the dashboards in Bigin. Customers also benefit from the email configuration with Bigin as it helps them track real time updates of the order.

4.Increased productivity
Bigin's user-friendly interface helped employees adapt to the new system in a short duration. The Activities feature benefits them by allowing them to make calls and follow-ups on time to gain traction with their customers. Being aware of the tasks and meetings for the day enabled them to plan their day accordingly, resulting in higher productivity per employee, too.

5.Seamless integration

In terms of integrations, Cleanomatics uses StoreHippo to receive orders, then the data flows to Bigin through the Zapier integration. There is plenty of software that can help a business run efficiently, but not all will have the feasibility to integrate properly. Cleanomatics found a solution to integration problems with Bigin. More so, the ability to transition seamlessly to Zoho CRM once the business outgrows Bigin influenced the company's decision to proceed.

Looking forward

Cleanomatics has been an active user of Bigin for a year now. They are looking forward to the new upgrades that Bigin offers while also knowing they can switch to Zoho CRM once they outgrow the features of Bigin. The capability of migrating their data within Zoho's ecosystem for future expansion assures them that they have chosen the right platform!