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Synq Work - Case Study

Home › Case Studies › Synq Work Case Study
Skill Camper
Industry
Telecom Products
Application
Zoho Bigin
Business Process
Project-based learning by industry professionals
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Client
SYNQ Work
Industry
Telecom Products
Zoho Stack
Bigin · Integrations
Key Challenge
Lead management and multi-channel integration
Tags
Zoho Bigin
CRM
Automation
Integration
About the Client

Who is SYNQ Work?

Synq.work offers enterprise-grade, flexible office solutions tailored for large organizations, from Fortune 500 companies to fast-growing enterprises. With prime global locations, the company helps organizations build an international presence without large upfront investments or long-term leases. Its service portfolio includes space management, IT infrastructure, community building, and talent services.

PS
Pratik Sud

Founder and CEO

Business Model & Offerings

What SYNQ Work Offers

SYNQ Work provides flexible and managed office solutions designed to support organizations as they scale, with services spanning workspace management, technology infrastructure, community support, and talent services.

  • Flexible Office Solutions: Workspace options designed for enterprises and growing organizations.
  • Space Management: Managed office environments that support efficient day-to-day operations.
  • IT Infrastructure: Technology and connectivity services designed for productive workspaces.
  • Community & Talent Services: Additional support to create a complete managed workplace experience.
Zoho CRM's Role

Zoho Bigin's Role

How Zoho Bigin Powers SYNQ Work

Zoho Bigin was introduced as the central CRM platform to streamline lead management, organize sales activities, and bring information previously maintained in Excel into one structured system.

Lead Management

Leads maintained in Excel were imported into Zoho Bigin after creating the required fields, giving the team a centralized place to manage future and existing leads.

Sales Pipeline

A structured Bigin pipeline was established so the business development team could track leads and customer interactions through the sales process.

User & Access Management

Roles and profiles were configured for the Founder, Business Development Head, and Business Development Manager, with permissions aligned to the client's requirements.

Integrations

The implementation addressed website lead capture, Facebook lead integration, and the planned IVR integration requirements.

The Problem

What Needed Solving

SYNQ Work was managing leads primarily through Excel and was not using a Zoho CRM platform. The team wanted a simple, centralized system for managing leads and improving the way inquiries from different channels were handled.

  • Website contact-us integration was required so website enquiries could flow into Zoho Bigin.
  • Facebook integration was required because a significant number of leads were being generated through Facebook.
  • IVR integration was required to support lead and call management through telephony.
  • Email notifications were required whenever the status of a lead changed.
  • Existing Excel data needed to be migrated into Zoho Bigin.
  • Users required appropriate roles, profiles, and module permissions.
Key Integration Requirements
A Website
B Facebook
C IVR
D Email Updates
synq.work2_
Solution & Implementation

Proposed Solution

To address SYNQ Work’s lead-management challenges, Zoho Bigin was configured as a simple and centralized CRM solution. The implementation covered data migration, user access, pipeline setup, and integration planning.

  • Zoho Bigin was configured as the primary CRM platform for managing leads and sales activities.
  • Roles and profiles were created for the Founder, Business Development Head, and Business Development Manager.
  • Required fields were created in Bigin to support the client’s existing lead data.
  • Existing Excel lead data was imported into Zoho Bigin.
  • The team was guided on creating and maintaining lead records in Bigin.
  • Facebook was successfully integrated with Zoho Bigin after resolving account and page-access challenges.
  • Website integration was assessed, but the contact-us form was still under development.
  • IVR integration vendors were discussed and shared; final integration was dependent on vendor selection.
  • Email-status automation was planned and dependent on the client providing the required email templates.

Implementation Approach

The implementation emphasized a user-friendly CRM setup so the business development team could move away from spreadsheet-based lead management and work from a single source of customer information.

Outcomes

Key Takeaways

✅

Centralized Lead Management — Existing Excel-based lead data was brought into Zoho Bigin.

✅

Improved Data Organization — Required CRM fields and structured records made lead information easier to manage.

✅

Better User Access Control — Roles and profiles were configured according to the client's requirements.

✅

Facebook Integration — Facebook lead integration was successfully established after resolving account and page issues.

✅

Scalable Integration Roadmap — Website, IVR, and email automation requirements were clearly identified with their respective dependencies.

✅

Easier CRM Adoption — The team was guided on how to create and maintain leads in Bigin.

Conclusion

By implementing Zoho Bigin, SYNQ Work established a centralized and user-friendly system for managing leads and sales activities. The migration of existing Excel data, configuration of roles and profiles, and Facebook integration helped create a stronger foundation for organized lead management. Website, IVR, and email automation requirements were also mapped with clear next steps and dependencies. This case study demonstrates how Zoho Bigin can help growing businesses replace spreadsheet-based processes with a structured CRM workflow that supports better visibility, communication, and scalability.

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