AFS Group – Case Study

AFS Group – Flooring CRM, Integrations & Analytics Case Study Industry: Flooring & Home Improvement | Location: Midwest & Mid-South, USA | Team Size: 500+ Apps: Zoho CRM, Analytics, Desk, Flow, Forms, Projects, Sign, Survey End-to-End Lead-to-Deal Visibility Integrated Call Center & Scheduling Automated Commercial Workflows Executive Summary AFS Group is a $225M+ flooring company […]
The CRM Zen Show Episode 381 – Auto-Magically Reducing Your Ticket Count

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Arrive55 & The Wine Mover – Case Study

Arrive55 & The Wine Mover – Zoho Platform Consolidation & CRM Modernization Case Study Industry: Logistics & Supply Chain (Temperature-Controlled Wine Logistics) | Location: Multi-state U.S. operations (TX, FL, AZ, CA, NC) | Team Size: Small distributed team Apps: Zoho CRM, Books, Analytics, Creator, Flow, Forms, Invoice, PageSense, Sign Salesforce & Zoho consolidated into one […]
The CRM Zen Show Episode 380 – Import-ant Clues in Your CRM Timeline

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Franklin Skills – Case Study

Franklin Skills – Zoho One Optimization Case Study Industry: Workforce Development | Location: Maryland, USA | Team Size: < 50 Apps: Zoho CRM, Campaigns, Recruit, Forms, Flow Streamlined Operations Reduced Manual Workload Improved Team Efficiency Executive Summary Franklin Skills provides training and recruitment solutions to help organizations strengthen their tech teams. With fewer than 50 […]
The CRM Zen Show Episode 379 – Thread Count Isn’t Just for Linens Anymor

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DKSI – Case Study

DK Smith International – WooCommerce to Zoho Integration & Analytics Case Study Industry: Import/Export (Commercial & RV) | Location: Vancouver, Canada (Warehouses: Toronto, ON & Dallas, TX) Team Size: 4 | Apps: Zoho CRM, Books, Inventory, Analytics Stabilized WooCommerce → Zoho order sync Dashboards for warranty, margins & pricing Reduced manual entry through automation Executive […]
The CRM Zen Show Episode 378 – Zia’s Eleven: The Workplace Heist

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Eklipse Creative – Case Study

Eklipse Creative – Zoho Books Recovery & Inventory Automation Case Study Industry: Technology (eCommerce & Data Solutions) | Location: Middle Tennessee, USA | Team Size: 1 + contractors Apps: Zoho Books, Inventory, Analytics, Flow, WorkDrive Multi-year data reconciled (2017–2024) Inventory rebuilt & validated Automations for POs & Estimates WooCommerce stock sync via Flow Executive Summary […]
The CRM Zen Show Episode 377 – Qwen in Doubt, Let Zia Sort It Out

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