Case study · Aviation talent platform
Zoho CRM Enterprise Setup for a Pilot Career Platform
A global pilot community needed one system to track interest from pilots, airlines and schools. We configured Zoho CRM Enterprise with custom fields, a deals pipeline and alerts.
- Zoho CRM Enterprise
At a glance
The challenge
The client runs a worldwide community that links aspiring and qualified pilots with airlines and partner schools. Interest came from many kinds of contacts, and the team needed one place to manage those relationships and follow up on time.
- Inbound interest from pilots, airlines and schools had no common structure.
- Partner relationships were hard to track across different types of organizations.
- Calls and follow-ups were not logged in one place, so replies could be missed.
- Opportunity tracking and data capture varied from record to record.
What we built
We implemented Zoho CRM Enterprise for a three-user team. We configured the core modules with custom fields and views that fit how the client works, set up a deals pipeline and added an automated email alert for new contacts.
Core CRM modules
Leads, Contacts, Accounts, Deals and Activities/Calls are set up to track inquiries, partners and opportunities.
Custom fields and layouts
Each module has its own custom fields, layouts and views, so the team records the same data every time.
Deals pipeline
Defined pipeline stages show where each opportunity stands.
Activity tracking
Calls and follow-up activities are logged against each record, so responses are not missed.
New contact alerts
A workflow rule sends an automatic email whenever a new contact is created.
Role-based access
Three users work in the CRM, each with access set by role.
The outcome
- Inquiries and partner interactions are now visible through structured modules and activity history.
- Follow-up is more dependable thanks to standard activity tracking and automated alerts.
- Reporting is cleaner because records share consistent custom fields.
- The team has better day-to-day control over its opportunities.
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