About Consortium Gifts
Consortium Gifts, founded in 1999 by Gaurav Bhatt, is a leading corporate gifting and promotional products company. Focusing on creating a hassle-free gifting experience, Consortium Gifts serves prestigious clients such as American Express, Lloyd, Ernst and Young, and Coca-Cola. Known for its commitment to quality and customer satisfaction, the company has established itself as a trusted partner for businesses seeking innovative and affordable gifting solutions.
Big Gap in Lead to Cash Workflow
Gaurav Bhatt had ERP software in place to handle operations. The problem was that it was accessible only to the accounts team. With ERP, order tracking and invoicing were improved. However, the sales team could not create orders on their ERP, thus becoming dependent on the accounts team for the details.
In addition, the sales team needed help to track order status directly. Thus, when customers asked for their order status, they had to relay a message from the accounts team to the customer. This led to unnecessary time wastage and customer frustration.
The disjointed efforts of order fulfillment and tracking between the sales and accounts teams created difficult work situations and inefficient payment tracking.
In addition, the sales team was still using spreadsheets to track leads, create quotes, and track order payments.
Gaurav realized that these operational inefficiencies could have improved his sales and business growth.
👉 Creating quotes manually resulted in wasted time and costly calculation errors
👉 Converting quotes to orders was a time-consuming manual task
👉 Overall productivity of the team was low
Consortium Gifts Lead to Cash Workflow
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Track and follow up leads
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Generate Quotations and follow up
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Track Orders
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Fulfillment of Orders/Order processing
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Invoicing
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Collections
Orgzit bridged the gap between sales and operations team
Gaurav discovered Orgzit, a modern no-code CRM platform, in February 2020. Orgzit provided a comprehensive solution that allowed the sales team to streamline their operations across various critical functions without dependency on the account team.
👉 Leads Tracking: Centralized tracking of all leads, eliminating the risk of missed opportunities.
👉 Quotation Management: Simplified generation of quotes, saving hours of manual work.
👉 Order Tracking: Easy and simple task management related to order fulfillment.
👉 Collections: Track invoices and generate automated reminders to customers.
Ultimate Benefit- Consolidated the sales-operations workflow
👉 With Orgzit in place, Gaurav could focus on business growth rather than getting bogged down in daily operational tasks.
👉 With one system in place, it led to workflow consistency. Consistent quoting streamlined lead to cash workflow.
👉 The platform’s visibility into the entire lead-to-cash pipeline allowed Gaurav to identify and address gaps precisely.
👉 The collaboration gap between the sales and accounts teams was addressed. The entire team could access the data at a central location without being dependent on anyone.
👉 Automating payment reminders to the customer resulted in better payment tracking.