Case Studies
Showing all 14 case studies
A stalled Zoho rollout, rescued in a week of reading
The clinic had already bought Zoho One. What it had was a half-finished implementation from a previous partner, patient registrations that silently failed, and a team afr...
One system for leads, payments and eight warehouses
The brand was selling well. Instagram, Facebook, WhatsApp, the website, eight owned and franchise locations. The problem was that none of those five things talked to each...
Five lead channels, one CRM, and webinars that feed sales
The company already had Zoho One. It was using a fraction of it. Leads came in from five different places, webinars ran on a Zoom subscription the CRM couldn't see, and c...
One deal flow, two countries, two data centres
Selling from one country and invoicing from another is where trading businesses lose control. This group sold out of India, invoiced out of Canada, and tracked everything...
E-signature inside Salesforce, under the client's brand only
This client doesn't run Zoho. It runs Salesforce, and had no intention of changing that. What it wanted was e-signature inside the CRM its sales team already lived in, an...
A self-built CRM, modelled backwards — rebuilt in four weeks
Zoho CRM is easy enough to set up yourself. That is its biggest strength and the reason we get called in. This consultancy had configured its own system, and somewhere al...
Members, loans, bookings and support — one CRM, seven regions
Selling a multi-year membership is the easy part. Servicing it is where these businesses come apart — ten years of loan repayments, hotel bookings, tier entitlements and...
Seven driver hotlines became one. So did the bookings.
A driver with a medical emergency had seven numbers to choose from. A traveller landing in an unfamiliar city often didn't know who was collecting them. And every booking...
Second attempt. Eleven apps, 500 users, no surprises.
They had done this before and it hadn't worked. An ERP implementation had been attempted, money and months had gone into it, and the organisation was still running on fiv...
One sales order, many suppliers, delivery dates that match reality
Accounting software assumes an order arrives on one date. Manufacturing supply contracts don't work like that. One order ships in batches across months, gets bought from...
Most of your inbound isn't a lead. Sort it first.
A distributor enquiry worth a serious order and someone typing "hi" arrive through the same Instagram inbox, within seconds of each other. For a consumer brand, the inbou...
Enrollment to employment, tracked in one system
Skilling non-profits are funded on outcomes. Not how many students enrolled — how many got jobs, and whether they kept them. This organisation was running enrollment, bat...
Two countries, two tax regimes, one way of counting stock
In food and beverage, your margin is a recipe. Get the costing wrong and every number above it — COGS, menu pricing, what a site is actually making — is a guess dressed u...
Territories, rep KPIs and renewals that chase themselves
Most CRM projects finish when management can see the pipeline. That is the starting line, not the finish. This business wanted a system that changed how its sales team be...
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