top of page

Lofty Corban

How Lofty Corban used Zoho CRM to streamline their entire sales cycle, with Mediacent Interactive implementing an end-to-end CRM integration that unified prospecting, communication, client onboarding, automation, and reporting across the organization.

THE CLIENT

Lofty – Corban Investments Limited (L-CIL) is a leading Kenyan investment management firm specialising in managing Collective Investment Schemes and Pension Funds.

CLIENT TESTIMONIAL

Mediacent Interactive implemented a full Sales Cycle and CRM Integration for Lofty Corban, streamlining prospecting, communication, onboarding, automation, and reportingworkflows across the organization.

PROBLEM STATEMENT

  • No standardized sales cycle for B2C/B2B workflows. 

  • Manual onboarding and contract processes caused delays. 

  • Lack of automation for Closed Won/Lost follow-up communication. 

  • No centralized CRM module for verification and financial sync. 

  • Limited visibility into conversion metrics and referral tracking

PROPOSED SOLUTION(s)

  • Define a complete B2C/B2B sales cycle with clear stage transitions. 

  • Set up communication templates and onboarding form workflows. 

  • Automate prospecting !’ communication !’ lead conversion transitions. 

  • Integrate Zoho Sign for automated contract issuance. 

  • Add CRM modules for verification and financial sync. 

  • Build reporting dashboards for sales performance and conversion tracking.

IMPLEMENTATION

  • The project was implemented in phases: 

       - Phase 1: Sales Cycle Setup and standardization. 

       - Phase 2: Automationworkflows for email triggers and onboardingforms. 

       - Phase 3: CRM enhancements (Referred By field, verification module, financial sync). 

       - Phase 4: Reporting &Analytics pipeline configuration. 

       - Phase 5: Segmentation and data management. 

  • Challenges such as process overlap and data flow issues were addressed through redesign and testing.

RESULTS: BENEFITS & ROI

  • Fully automated sales cycle with seamless lead-to-contact conversion. 

  • Faster contract processing through integrated Zoho Sign automation. 

  • Structured onboarding process improved client experience. 

  • Reporting dashboards enhanced leadership visibility. 

  • Improved referral tracking and segmentation intelligence. 

  • CRM became a single source oftruth for the entire customer lifecycle.

bottom of page