Client Overview
Liberty Dumpsters is a rapidly growing waste management company offering residential and commercial dumpster rental services. With a focus on customer service, timely deliveries, and transparent billing, Liberty Dumpsters recognized the need to automate and integrate their business processes for scalability and efficiency.
Challenge
As Liberty Dumpsters expanded, they faced operational inefficiencies:
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Disjointed communication and follow-ups with clients
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Manual contract signing and billing processes
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No automated payment collection or real-time payment status alerts
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Limited visibility into customer interactions and billing history
To resolve these challenges, Liberty Dumpsters sought an all-in-one, automated system that could streamline communication, CRM, contract management, and payments.
Solution Implemented
Working closely with Liberty Dumpsters, we implemented a customized solution using Zoho One and integrated several key systems to enhance automation and client experience.
1. Zoho One Implementation
We deployed Zoho One as the centralized platform for managing:
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CRM
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Finance
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Communication
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Document signing
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Automation workflows
This provided Liberty Dumpsters with a unified ecosystem to run their operations more efficiently.
2. Twilio Integration with Zoho CRM
To improve client communication:
- Twilio was integrated into Zoho CRM for SMS and voice call functionality.
- Automated SMS/call workflows were created to:
- Send reminders before scheduled dumpster deliveries or pickups.
- Notify clients about missed calls or voicemails directly inside the CRM.
- Track all communication history in the customer profile.
3. Zoho Sign Integrated with Zoho Books
To automate contract handling and secure payment authorization:
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Zoho Sign was integrated with Zoho Books to send and track contract signing requests.
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Clients can now digitally sign contracts for dumpster rentals, including auto-payment authorization clauses.
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Signed agreements are automatically stored and linked with the client’s financial records in Zoho Books.
4. Payment Gateway & Auto-Charge Setup
To streamline payments:
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A payment gateway was integrated with Zoho Books, allowing clients to securely store credit card information.
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Upon contract signing, clients are automatically charged per the agreed schedule.
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Auto-payment reduces late payments and manual billing.
5. Real-Time SMS & Email Notifications for Payment Status
To keep clients informed and reduce support queries:
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Customized SMS and email templates were created for each payment status, including:
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Payment successful
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Payment failed
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Upcoming charge reminders
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These notifications are triggered automatically based on payment status changes in Zoho Books.
Results
| Metric | Before | After |
|---|---|---|
| Manual follow-ups | High | Reduced by 80% |
| Contract turnaround time | 2–3 days | Same-day signing |
| Payment delays | Frequent | 95% on-time payments |
| Client communication tracking | Fragmented | Centralized in CRM |
| Operational efficiency | Limited | Highly automated |