About the Client
The client is one of Arizona’s leading cybersecurity firms. They specialize in strategizing and designing various IT security challenges.
The client requires an end to end business support assistance with specific relations to vendor management, website management, technical documentation, data research, lead generation, and CRM tools management.
Since they dealt with innumerable vendors every day and needed help to ensure a smoother workflow and accountability.
Business Support | The Process
Given the sensitivity of the brief and bearing the challenges in mind, the team divided themselves to streamline the process further and work on the following:
- Informing the client to setup up an instant messaging app, email medium for an effective timely communication
- Informing the client to setup a scrum meeting every morning for quick day planning and review for the previous assigned projects
- Suggesting appropriate CRM tools and project management tools for the management of client’s projects and operations
- Learning client’s vendor technologies and document it for client’s vendors and their team’s reference
- Finding precise resource like APIs and other technologies for client’s technology development
- Documenting client’s business process
- Organizing client’s invoices, quotes. channel sheets etc. in CRM tools
- Create channel sheet for client’s vendor with standard template
- Organize client’s email with appropriate email management strategy
- Helping the client plan and create online and offline events according to their business needs
- Assisting client in technical sales calls with their vendors
- Quick understanding about the process
- Files transferred through secured FTP
The client received regular updates on the progress made in vendor management and other tasks. He is pleased with the outcome of the same, so far.
Outsource to Ossisto to extinguish structural cobwebs in your business support
At Ossisto we provide a wide array of business support solutions which cater to a business’s diverse needs. if your need a little push in the right direction, feel free to reach out to our experts.