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Company Description & Services

Your Partner for Mobile Apps, Full-Stack Web & AI Solutions We specialize in mobile app development, full-stack web solutions, and AI-powered technologies to drive business growth and digital transformation. Our expert team ensures seamless design, development, and deployment across iOS, Android, and web platforms.Using the latest Apple, Google, and modern web technologies, we build high-quality, scalable, and AI-driven applications. From intelligent chatbots that enhance customer engagement to machine learning solutions that automate processes and deliver data-driven insights, we create solutions that give businesses a competitive edge.

1. Initial CRM Setup Without In-House Expertise:
The client initiated the setup of Zoho CRM internally but lacked the advanced technical expertise to fully leverage its capabilities. They needed external support to avoid misconfigurations and ensure best practices were followed.

2. Customization and Workflow Design Needs:
Evangelist Software aimed to customize Zoho CRM to suit their sales and client management process. However, they were unsure how to best structure pipelines, modules, and automation workflows.

Borders & Gates provided tailored technical support and expert consultation to assist the Evangelist Software team in effectively setting up and using Zoho CRM:

1. Guided Setup Support:
Through a series of virtual sessions, Borders & Gates offered hands-on support, walking the team through Zoho CRM’s architecture, settings, and customization options. This guidance allowed the team to build confidence in configuring the system themselves while avoiding common pitfalls.

2. Customization & Workflow Advisory:
Borders & Gates reviewed the client’s intended business processes and provided strategic advice on how to translate those into CRM workflows. This included recommendations on modules, fields, automation rules, and lead management practices.

TBorders & Gates’ support enabled Evangelist Software to take full ownership of their CRM system setup with confidence and clarity:

  • Efficient and Purposeful Setup:
    Borders & Gates’ advisory ensured the setup aligned closely with Evangelist Software’s sales and operations strategy, enhancing usability and system effectiveness.
  • Faster Time-to-Value:
    Thanks to focused sessions and clear guidance, the client was able to get their CRM up and running faster, avoiding delays from trial-and-error configurations.
  • Scalable CRM Foundation:
    The customized setup laid a strong foundation for future growth, allowing Evangelist Software to build on a structured CRM framework as their client base expands.