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Case Studies

Anu Builders India Private Ltd., – trust in the cloud to grow their business

Anu Builders India pvt Limited is a synonymous and Inseparable part of Medavakkam, Chennai and has two decades of specialization in developing Residential Apartments, Villas, Independent Floors, Individual homes, etc and rendering their service to diversified clients.


 What did the client need?

  • On the result of business retention and expansion initiatives Anu Builders required growth oriented IT solution for their business with very essential infrastructure cost like buying PCs and building simple network solution

  • Also realized that the firm required a cost effective solution but enterprise-level sales and customer data capturing and tracking system

  • the new system should also have ability

    •         • to improve their current lead management and sales processes to increase the win-rate
    •         • to enable all sales activities to be tracked by different teams with in the business
    •         • to track all projects with their staging process and related payments initiatives
    •         • to generate contracts/agreements automatically from the closed deal
    •         • to assist purchase department to track purchase orders, deliveries and invoices.
    •         • to integrate with their accounting system and establish simplified collection/payment process to make finance team spend time efficiently
    •         • to establish simplified collection processes to improve finance team efficiency
    •         • to easily maintain the agreements, floor plans and other documents in one place with their revision history
    •         • easily share the documents to employees, site engineers, sales partners, and customers
    •         • to maintain and track real estate requirements separately and accessible only to certain group

     What did iBrook Infotech do?


    Implemented Salesforce.com CRM and the solution included the following

  • design and implementation of lead, account, contact, opportunity, contract management

  • customization to leverage the system beyond Salesforce standard functionalities

  • improved the lead management process by integrating their corporate websites through web2lead and sales channels through email2lead features

  • huge customizations for purchase module and seamlessly integrated with accounting system

  • Complex workflow and approval processes are built to provide easier control for purchase, operational and finance team

  • Content management in implemented to easily maintain and share the documents

  • Force.com site is created for employees and partners can accesses the project and , customer related information or documents from anywhere

  • Customization of reports to make them more useful for analysis and improve user adoption rate;

  • Development of dashboards and reports to analyze sales growth and team performance


     What was the result?

  • Obtained a real-time 360 view of customer data

  • Full insight into business performance

  • Gained visibility into the sales pipeline, including the ability to segment information easily

  • High levels of Salesforce utilization by customer facing teams has lead to better collaboration and decision making

  • Business efficiency has increased due to automated workflows and streamlined processes

  • Improved collaboration among teams

  • Quicker and more accurate decision making due to the availability of enterprise-wide sales-related data for different teams in the business

  • Greater customer satisfaction due to increase in their service level