1. Success story of Crystal Building Care* –
A Case Study
Crystal
* Client Company name has been changed
2. Content
• About us
• Client Business nature
• 2011
• 2012
• 2013
• 2014
• 2015
• Yearly business growth phase
• Total revenue growth phase
• Latest investment report on Operations
• Yearly profit growth phase
• Forecast
• 3rd Party tools employed
• In house tools developed
• Thank you
3. About us
PPTS is a Software Development plus a
Knowledge Process Outsourcing company that is
very committed and involved in ethical business
practices based out of India since 2001. We are
situated in a Special Economic Zone with 150+
employees on board. We have a strong zeal
towards strengthening our service portfolio.
4. Client Business Nature
Crystal Building Care* serves the janitorial service and
supply needs of businesses throughout Northern California,
client had 15+ accounts initially.
* Client Company name has been changed
5.
6. 2011
We approached
Mr Smith* to offer
services that would help
his business efficiency. He
was looking for some
assistance to set his day-
to-day appointments with
his customers in
California. We started
with calling process and
were successful in
keeping Mr Smith on his
toes all the time and
gained 30+ accounts.
Crystal
* Client name has been changed
7.
8. 2012
To further enhance the
business, we provided a solution
to increase online presence and to
get more online enquiries. We
created 5 websites on
different names for his single
business and started to do SEO for
all the sites. The client has
witnessed tremendous online
enquiries coming through and it
was a great success and gained
70+ accounts. We experienced
high manual work and client have
decided to invest on CRM and
purchased Infusionsoft.
Infusionsoft automated most of
our manual tasks and enhanced
customer experiences.
9.
10. 2013
To satisfy end customers,
we have suggested a ticketing
system, that is used to collect
complaints, issues, etc., from
customers. NetSuite came into
picture, which required a lot of
customisation, our technology
team have successfully
customised to client business
needs. Next we required tons and
tons of leads, our lead generation
team did it. We required a special
email blasting tool, our
technology team have developed
it. Most of the Janitors spoke only
Spanish, so we added Spanish
caller to the team and gained
200+ accounts team by the end of
2013
11.
12. 2014
We have started
generating leads from Google
maps and Facebook, With all
those integrations and
enhancements, today we were
able to double the account
numbers into 100%, Yes, we
have gained 750+ accounts
and managing the same from
PPTS. We are currently on
discussion of adding an
accountant role to the team
with the help of NetSuite, this
will help client to reduce the
time with book keepers.
Invoices shall be automatically
raised, sent and followed up.
13. Yearly business growth phase
30 70
200
400
2011 2012 2013 2014
No.of Accounts Linear (No.of Accounts)
14. Total revenue growth phase
19%
37%
41%
78%
2011 2012 2013 2014
Percentage Linear (Percentage)
15. Latest investment report on Operations
24%
6%
2.5% 2%
Local Operations Offshore
Operations
(PPTS)
Tools Miscel
Percentage
17. Forecast
• Client has an idea to extend the services nearby states in
2015
• By 2020 Crystal building care* would have branches in all
the states across The United States.
• PPTS would have automated maximum tasks and maintain
optimal operating cost for client.
* Client Company name has been changed
