Bickert Management Inc.

  • Automate Your Cancellation Process and 
    ​Focus on What Matters Most: Your Customers

    We helped a national pet care franchise cut response times, 
    reduce errors, and improve customer experience with seamless 
    automation. Discover how your business can achieve the same!
    See How It Works

Client Name

Scenthound

Industry

Pet Grooming Services

Size

11-15 Employees

About the Client

The client, a franchise in the animal healthcare industry, began its journey in 2005 with a mobile dog grooming service and expanded to grooming salons. They are dedicated to improving the well-being of dogs through routine hygiene, offering care that goes beyond traditional grooming.

The Challenge: Fragmented Cancellation Request Process

Inefficient Data Handling

The manual process required re-entry of cancellation request 

data into multiple systems, leading to inefficiency and errors.

Lack of Integration

Existing tools, including Zoho Forms and Desk, were not 

integrated, creating data silos and compliance risks.

Delays in Ticket Assignment

The manual ticket assignment process resulted in delayed 
responses and inconsistent customer experiences.

Scalability Issues

As the business grew, the system couldn’t scale to handle 

increasing volumes of cancellation requests efficiently.

Evaluating the Problem

User-Friendly Form

A customizable and accessible form for both customers and employees, with fields capturing essential cancellation data.

Seamless Integration

Ensuring real-time data synchronization between Zoho Forms, Desk, Analytics, and Flow.

Automated Ticket Assignment

Routing tickets based on criteria such as request type, with a fallback to a default agent when no criteria match.

Centralized Data Storage

A robust database to store all cancellation data in one location for better reporting, trend tracking, and analysis.

Scalable System

A solution adaptable to increasing cancellation request volumes and evolving business needs.

Customizable Workflow

    The system should allow for easy modifications to workflows and assignment criteria as the business expands.
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    The Solution: Integrated Automation Across Zoho Tools

    Zoho Forms

    A customizable form for submitting and collecting cancellation requests, designed for easy use by customers and employees.

    Zoho Desk

    Zoho Desk automates ticket tracking 

    and assignment based on request 

    type and agent expertise.

    Zoho Analytics

    Stored and managed cancellation data, enabling real-time lookup of relevant customer and appointment information.

    Zoho Flow

    Automated data transfer and ticket assignment across Zoho Forms, Desk, 

    and Analytics, streamlining workflows.

    Our Certifications

           Zoho Survey

            Zoho Expense

          Zoho Billing

        Zoho Sign

            Zoho Social

             Zoho Marketing

          Zoho Projects

          Zoho Books

        Zoho Inventory

        Zoho CRM

            Zoho Campaign

             Zoho Sprints

    Zoho Bigin Badge

          Zoho Bigin

    Zoho Vault Badge

          Zoho Vault

    Zoho People Badge

        Zoho People

    Zoho Recruit Badge

        Zoho Recruit

    Zoho Analytics Badge

            Zoho Analytics

    Zoho Desk Badge

             Zoho Desk

    Zoho Mail Badge

        Zoho Mail

    Zoho Assist Badge

        Zoho Assist

    Implementation Process

    1. Designing Zoho Forms

      Created a cancellation request 

      form with customizable fields.

      2. Setting Up Zoho Analytics

      Configured a table to store cancellation 

      data for easy lookup.

      3. Configuring Zoho Desk

      Set up Zoho Desk for seamless 

      ticket management.

      4. Creating Zoho Flow Workflows

        Automated data sync, ticket creation, and ticket assignment based on form submissions.

        5. Testing and Debugging

        Ensured data accuracy and proper ticket 

        assignment through testing.

        6. Staff Training

        Trained staff on using the new 

        system and workflow.

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        What Our Client Has to Say

        Our cancellation process used to be a major time drain, with delays and customer complaints. Since implementing this automated solution, our team can finally focus on customer care, not data entry. The result? Happier customers, faster service, and a streamlined operation ready to grow.” – Tim & Jessica V, Founders

        See the Results for Yourself

        By automating their cancellation process, our client—a multi-location dog grooming franchise—experienced a 60% reduction in response times, a significant boost in customer satisfaction, and the flexibility to scale their operations smoothly. With all cancellation requests centralized and automated, they now have insights into trends and can respond in real-time, helping them grow confidently and efficiently.

        60% Faster Response Times

        Our customers are happier with quicker service.

        Zero Manual Data Re-Entry

        We streamlined processes that saves their hours every week.

        Enhanced Customer Satisfaction

        Prompt service and consistency in handling requests.

        Scalability Built-In

        Ready to support future business growth.

        Ready to Streamline Your Cancellation Process?

        See how our tailored solution can help you save time, reduce errors, and elevate customer satisfaction.

        Book Your Free Consultation

        Ajid B.

        We have been working with Bickert Management to convert our operating systems to Zoho. They took time to understand our requirements so the setup would be done correctly to improve our operations and increase efficiency. Their approach is phenomenal as we enjoyed working with the team.

        Sham

        I posted a job on upwork, looking for a developer that could send data from Zoho CRM to an online training platform using their API. From the beginning I felt that Bickert Management had a good understanding of my request. Their developers are very nice, helpful and patient. I'm glad I went with Bickert and would absolutely use them again in the future.

        Laura T.

        Upwork connected me with Bickert Management to solve my CRM needs. Bickert's staff was so great to work with and so affordable. 5-Stars all the way, we are so much more productive in our CRM because of their training and custom reports. Thanks Michael and Kevin. Great Job!

        Diana N.

        After weeks of searching for the right person/business to help us with our project, we eventually found Bickert Management. We had an initial meeting to lay down the plan and timeline; and from beginning to end we had constant collaboration and communication on the project. We have worked with other businesses, but nobody as responsive and timely as Bickert Management. They met our timeline even after we requested last minute changes and we are already making plans for more projects to come.

        Left Brain Pro

        The Bickert team quickly understood our company's needs and created professional, customized templates for our emails, newsletters, and webinar auto-responder sequences. Their expertise with Zoho One and email marketing best practices was evident throughout the process.

        Within a short timeframe, they delivered excellent templates that have streamlined our communications and automated our webinar responses. I highly recommend Bickert Management Inc. for any small business looking to leverage Zoho One and improve their email marketing and automation.

        Angela M.

        I was so glad to find Michael and his team to help me set up my business email, cloud storage and work drive. From the initial interaction to the final completion of the project they were a delight to work with. They got on an initial call with me to understand my needs and make a plan with me, then one of their experts worked with me to execute. I had some questions along the way and they were happy to answer them even after they had me set up. I never felt rushed or like I was just a number. Their team is very responsive and professional and they know their stuff! It was so nice to have their expertise to help me with what was going to be a difficult task if I had to do it on my own.

        Stuart W.

        The Bickert team have been amazing to work with! They're very detailed orientated, communicative and are very knowledgeable. Specific shoutout to Kevin and Eric both of whom I've enjoyed working with immensely. We'll be using their services well into the future, I'd recommend anyone looking for high quality to work with them.

        Tim E.

        We hired the Bickert team to assist us with implementing the Zoho Recruit module (HR software). The team did an excellent job of listening to our requirements and refining the configuration based on our testing. Communications were excellent and the team was very quick to respond to our feedback. An excellent experience and a group I definitely recommend.

        Denise R.

        We worked with the Bickert Management team on a relatively small but unusual and super important project. They were flexible in service of our needs, and incredibly responsive unlike other tech support consultants we've used in the past; very prompt to respond and address our questions. We're already working with and reaping the benefits of what they created for us. When I say it was a real pleasure working with Jason and Michael, I mean it!

        AED Advantage Sales Ltd.

        We have very much enjoyed working with the Bickert team. They listen to our concerns and do everything they can to make our goals a reality. I would recommend Bickert to other businesses looking to streamline operations and increase efficiencies. Thank you Bickert team!

        D P

        BMI has been essential in the progress of setting up the internal structure of our computer systems within Zoho. This is and has been an evolving situation, and they have been able to adapt and get the results that we desire. They have exceeded my expectations. They have always been courteous, quick and responsive. We could not ask for a better partnership.

        Kari M.

        Having Bickert available in 2021 and 2022 to provide us with Zoho Support has been invaluable! Any time we have technical questions our dedicated contact person there can help us figure things out quickly. This saves me a lot of time and headaches to know I have an expert available. He's also able to explain things in a way that I can understand and learn from. Thank you to Bickert for providing a great service!

        Mike M.

        BMI has been great to work with. Their team is prompt and always follows up to ensure expectations are met. They helped me to integrate Zoho with my SAAS. I'll definitely use them in the future.

        Nitzan H.

        Everyone we've been in contact with at BMI has been extremely forthcoming and open to our questions and wishes. Clear communication and thinking actively with us to to find a way (both financially and expectation wise) to start a healthy collaboration. The team clearly understand the in's & out's of the products they are working with and we are looking forward to a long lasting working relationship.

        Preston H.

        I found BMI on Upwork and the experience has been amazing! They've been able to save me so much time & money with their extensive knowledge of the ZOHO platform and automations. Thank you!!

        Mike S.

        Great communication and great results on the Zoho forms/desk project they worked on for us. Will be doing more work with BMI!!

        Fred L.

        Extremely professional organization consumed with pleasing its clients.

        Ashley L.

        Great team, rapid response, fantastic experience!

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