- Industry:
Education Technology
- Location:
Bangalore, India
- Company Size:
50+ employees
The Challenge
The client was experiencing rapid growth, but their sales team was still managing leads through Excel sheets and emails. This led to lost leads, inconsistent follow-ups, and zero sales pipeline visibility for leadership.
Our Solution
We implemented and fully customized Zoho CRM, tailoring it to their specific sales cycle. Key features included:
- Automated lead assignment based on region
- Intelligent task scheduling for follow-ups
- Custom sales funnel stages
- Mobile access for on-the-go sales reps
- Weekly sales analytics and performance dashboards
The Result
- 65% increase in follow-ups within 30 days
- 30% faster lead-to-deal conversion
- Complete visibility for managers via real-time reports
- Higher team accountability with task tracking
- Industry:
Online Retail
- Location:
Mumbai, India
- Company Size:
20–30 employees
The Challenge
As order volumes grew, manual processes started
causing delays — from updating inventory to handling
customer queries. Their small team was overwhelmed, leading to poor customer experience and high support costs.
Our Solution
We designed an automation-first system using:
- Zoho Flow to automate order updates between
WooCommerce and Zoho Inventory
- Zoho Desk to manage all customer tickets with
automated tagging and SLA monitoring
- Custom workflows to escalate priority tickets and notify agents in real-time
The Result
- 70% reduction in manual operations
- 40% faster response time to customer tickets
- 99% order accuracy with real-time inventory sync
- Happier support team and customers
- Industry:
Business Consulting
- Location:
Delhi, India
- Company Size:
100+ employees
The Challenge
The firm had teams working in silos with disconnected tools for sales, HR, projects, and finance. Data duplication and delays in approvals were frequent, and decision-makers lacked a unified view.
Our Solution
We implemented a full-fledged Zoho One suite customised for each department:
- Zoho CRM for client acquisition
- Zoho Projects to manage internal and client deliverables
- Zoho Books for invoicing and finance
- Zoho People for HR and attendance
- Zoho Analytics for unified performance reporting
The Result
- 100% digital operations in just 8 weeks
- Real-time collaboration between departments
- Weekly dashboards for leadership
- Scalable system ready for future growth