Success Stories That Speak for Themselves

At Trimfinity, we don’t believe in one-size-fits-all solutions. Every business is unique — and so is every project we deliver. These case studies showcase how we combine Zoho’s powerful tools with deep industry insight to drive real, measurable impact.

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  • 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

Your Transformation Story Could Be Next

Every business has its own set of challenges — and our job is to solve them with precision, creativity, and the full power of Zoho. Whether you’re looking to streamline, automate, or scale, we’re ready to help.

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