Shut the Back Door

Sudhakar Kandanala • February 9, 2021

Shut the Back Door - Systemizing Customer Journey and Experience


The Skewed/Unbalanced Business Process


Far too often companies focus on bringing in new business. Most companies’ budgets are spent on sales and marketing channels, but seldom do companies spend time focusing on keeping what they already have. 

Most noticeably, in startups and small businesses, we see companies prioritizing sales, creating a sales-oriented culture while sacrificing product, and customer satisfaction post-sale. But even among mid-size and mature companies, we see that they focus more on filling the pipeline while letting existing clients leave from the backend. It is obvious that if we shut the backdoor while keeping the pipeline healthy, it will result in a very strong foundation and growing business. Simply put, focusing on customer experience can make sure the business survives another pandemic, when it may be tougher to bring in sales and keep the heart of the business beating. 


We often see companies focus more on

filling the pipeline while letting existing clients

leave from the backend.


Journey of a Customer 


Improving customer experience starts with connecting the sales and marketing departments. Whether a one-man business or a multi-million-dollar operation, it's important the offers made while marketing and the promises made by the sales team are fulfilled during product fulfillment. Then there is post fulfillment or ongoing support which is also equally important. Therefore, the main goal is to create a consistent customer experience across all touchpoints to exceed the companies and the customers’ standards. By keeping an eye on the entire customer journey, a business can ensure that the promise of a positive experience is kept, and a superior service provided.


Happy Customer, Loyal Customer


Creating a memorable customer experience not only ensures that the customers will remain loyal, but also encourages them to bring more referrals, in turn generating strong natural growth for the business. It may also lead to repeat sales and increase in the average customer lifetime value.


Customers want the best value for their money. They expect brands to engage with them meaningfully in every interaction and enhance their experience during their journey. A positive experience enhances the bond between the company and its customer, improving trust, and turning them into brand advocates.


But how can we implement proper customer experience while minimizing additional costs?


By keeping an eye on the entire customer journey,

a business can ensure that the promise of a positive experience is kept,

and a superior service provided.


Process Mapping / Systems Thinking


Step one to implementing a good customer experience is to unify all touchpoints to ensure that the best possible experience is maintained. Unifying all channels of communication makes sure that too many contacts aren’t happening at once over several channels, repeat information is not being sent between multiple channels, and that there are no gaps in communication between customers and the company. In a day and age where hundreds of companies are contacting customers to win their business, it is important to make sure that systematic contact is occurring -- and when contact does establish, it is meaningful -- to ensure quality customer experience. 


The best way to do this is leveraging a platform that offers unification on all channels of communication, integrated with a CRM. By bringing together a CRM with other useful business applications like live chat, customer service, marketing automation, business analytics, project management, and more within a single platform, one can now get a holistic view of how every customer interacts with the business.


An ideal customer experience platform solution enables businesses to successfully target their marketing campaigns, drive sales engagement by analyzing visitor website behavior, indicate the best time to contact a lead based on metrics, integrate with a system that tracks fulfilment/delivery, organize support tickets, and provide a 360-degree customer view.

The best way to do this is leveraging a platform

that offers unification on all channels of communication,

integrated with a CRM.


Zoho CRM Plus: The Most Versatile and Integrated Customer Experience Platform


The ideal platform that we recommend as capable of serving businesses of all types is Zoho CRM Plus. Zoho CRM Plus is a platform that enables omnichannel communication and makes it easy to integrate a company’s all internal team efforts while simultaneously delivering a unified experience to all its customers. 


However, there are several risks associated with migrating a business to another platform. If a company already has an established clientele, then it needs to make sure that the daily processes are running smoothly, while it is upgrading its customer experience platform. And that’s where an implementation process comes in. 


Keeping the Back Door Shut


Here at Sliver, we leverage Zoho to have the lowest implementation time in the business, at 50% shorter than the industry average. Whether a small business, an enterprise or something in between, that needs onboarding assistance, our full-service consulting and professional services will help map out its unique implementation requirements. By implementing software that improves customer experience efficiently, a company can make sure that it is unifying sales, marketing, and product departments under one platform. It can set up its business to scale faster and farther while having happier customers – that is, it can keep the back door shut. 


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For more information on how Sliver can implement an integrated Customer Experience platform and reinforce the  business foundation for next wave of growth, email us at info@sliverusa.com.


For a free 14-day trial of Zoho CRM Plus, the most versatile and integrated customer experience platform, use the link Zoho CRM Plus.  Once you sign up, email us and we will double your trial period.

By Sudhakar Kandanala April 6, 2025
Transforming Salon Operations and Coaching Growth with Zoho One Introduction In the competitive beauty industry, efficient operations and innovative business models are key to staying ahead. Michelle, the owner of Inspired Style Company , exemplifies how technology can revolutionize a business. Leveraging Zoho One , Michelle has not only streamlined her salon operations but also built a scalable coaching model to inspire other beauty entrepreneurs. Her journey highlights the power of automation, systematization, and strategic planning. Background Michelle’s vision for Inspired Style Company was twofold: to deliver premium beauty services and to coach aspiring salon owners. Her salon serves as a model for entrepreneurs seeking to establish scalable and automated businesses. Six months ago, Michelle collaborated with Silver Business Services after observing their test demonstration store, www.jazzmanbarber.com. This collaboration was pivotal in refining her approach to integrating technology and building a sustainable business model. Challenges Before Zoho Implementation Before adopting Zoho One, Michelle faced numerous challenges that hindered growth and efficiency: Manual Processes: Managing daily operations manually consumed significant time and effort. Disconnected Systems: Marketing, booking, payroll, and client management operated independently, creating inefficiencies. Limited Automation: Routine tasks required constant attention, adding unnecessary workload. No Centralized Platform: Financial and employee management were scattered across multiple tools, leading to fragmented operations. Zoho Implementation Strategy Michelle’s journey with Zoho One began after her consultation with Silver Business Services. It enabled her to implement a focused strategy, integrating Zoho’s comprehensive suite of tools: Zoho Books: Streamlined financial management and accounting with real-time data insights. Zoho Inventory: Improved salon supply tracking and inventory management. Zoho Sites: Created a professional website to expand her offerings, including massage therapy. Zoho Payroll: Simplified payroll processes for employees and contractors. Zoho CRM: Centralized client data for salon operations and coaching, enabling automated follow-ups and better retention. Zoho Campaigns (Planned): Designed automated email marketing campaigns to engage leads and nurture client relationships. Zoho Meeting and Trainer Central: Transitioned from in-person coaching to online webinars and structured training programs. Results & Benefits The implementation of Zoho One brought remarkable transformations to Inspired Style Company: Increased Efficiency: Automation reduced manual workload, optimizing booking, financial tracking, and marketing. Scalability: Michelle’s streamlined operations enabled her to replicate and sell the system to other salon owners. Revenue Growth: Monetizing coaching programs through webinars and structured training created new income streams. Enhanced Credibility: Establishing herself as a thought leader in business automation strengthened her industry network. Future-Proofing: With Zoho’s robust tools, Michelle built a foundation for long-term growth and operational independence. Future Vision Michelle’s ultimate goal is to transition fully out of day-to-day salon operations and focus on coaching beauty entrepreneurs. Her vision includes: Three-Tier Coaching Model: Entry-Level Coaching: Supporting new beauty professionals in starting their businesses. Mid-Level Coaching: Helping overwhelmed salon owners scale operations efficiently. Advanced Coaching: Guiding multi-salon owners toward financial independence and reduced operational involvement. 2. Subscription-Based Coaching: Offering beauty professionals access to ongoing education and resources. 3. Affiliate Partnerships: Exploring opportunities with Zoho’s affiliate programs to generate passive income. Conclusion Michelle’s journey with Zoho One demonstrates the transformative potential of technology for small businesses. By addressing operational inefficiencies and creating a scalable model, she has transitioned from a hands-on salon owner to an educator and leader in the beauty industry. As Michelle states, “Zoho One and Silver Business Services’ ‘Systems for Startups’ blueprint is a must for any aspiring and bootstrapped entrepreneur in any industry.” To learn more about Michelle’s coaching programs, visit www.inspiredstyleco.com or email hello@inspiredstyleco.com. For expert Zoho implementation, visit Sliver Business Services or contact info@sliverusa.com / +1 331 888 2627. Transform your business today with the right systems and support!
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