Headquarters: Montreal, Quebec
Compamy size: 2-10 employees
Sector: Consumer services
Market: B2C

The Credit Bureau of Canada is an important player in education, prevention, analysis, investigation and expertise in both consumer credit and fraud and identity theft.

Problems

  • The training was recorded manually.

  • Loss of efficiency at the employee level following manual entry.

  • Very difficult time management (Answering all emails, going to warn the right people, etc.).

  • The referees demanded an enormous amount of time from the employees for the follow-up of the file.

Solutions

  • Setting up a form that allows you to register for training.

  • Introduce the Zoho form to save employees time.

  • Addition of an expert report to onlyhave a few fields to complete.

  • Set up a referral site which, thanks to the CRM, indicates the data with automatic e-mail for the status of the file.

Gains / Benefits

  • In times of pandemic, this system has been perfect for us!

  • Employees have more time to focus on important tasks.

  • The use of CRM made it possible to centralize data (thanks to forms) and automate information to save a lot of time.

  • Expertise reports are now created in real time.

  • The SEO site has made all the difference in time management.

“Zoho is for us the best gateway to maximize our operations.”

Alain Fortier

General Director

Do you need more information?

We’re here to help! Our team is just a request away from providing you with all the information you need.

Let’s make it happen!

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