Complete Payroll – Case Study
Complete Payroll – Zoho CRM Implementation & Data Integration Case Study Industry: Payroll, HR & Time and Attendance Services | Location: Western New York | Team Size: 85+ Employees Apps: Zoho CRM, Analytics, Desk, Creator, Flow, Campaigns, Sign, Books, WorkDrive Time and Headaches Saved In-House Development Enabled Automated iSolved Data Sync Expert Ongoing Zoho Guidance […]
CFO Services Group – Case Study
CFO Services Group – Zoho Workflow Automation, Budget Management & Process Standardization Case Study Industry: Management Accounting Services | Location: Washington, DC | Team Size: 12 Full-Time Employees Apps: Zoho Analytics, CRM, Forms, Projects, Sign, Subscriptions, WorkDrive Stronger Quality Control Improved Client Communication Better Budget Visibility Executive Summary CFO Services Group provides management accounting services, […]
HWR Workholding USA – Case Study
HWR Workholding USA – Zoho Reporting, Inventory & Workflow Optimization Case Study Industry: CNC Machining Workholding Import & Distribution | Location: Fortville, IN | Team Size: 4 Full-Time Employees + 1 Contractor Apps: Zoho Analytics, CRM, Flow, Invoice, Sign, Books, Expense, Inventory, WorkDrive Improved Reporting Time Saved Through Workflows Less Manual Data Entry Executive Summary […]
Trust Point HCM – Case Study
TrustPoint HCM – Zoho CRM, Support & Operations Optimization Case Study Industry: Payroll & Human Capital Management Services | Location: Exton, PA | Team Size: 700 Clients Supported Apps: Zoho CRM, Desk, Projects, Sign, Cliq, Calendar Better Reporting Visibility Time Saved Through Automation Stronger Sales + Support Workflows Executive Summary Trust Point HCM is a […]
Action Spa Parts – Case Study
Action Spa Parts – Zoho CRM & ERP Integration Case Study Industry: Hot Tub Parts Distribution | Location: United States | Team Size: 25 Apps: Zoho CRM, Analytics, Desk, Writer Stronger Lead Organization Automated Dynamic Pricing Improved Reporting Visibility Executive Summary Action Spa Parts is a U.S.-based distributor of hot tub parts serving professionals across […]
Hercules Sealing Products – Case Study
Hercules Sealing Products – Zoho CRM & Analytics Transformation Case Study Industry: Industrial Distribution | Location: Clearwater, FL | Team Size: 225+ Apps: Zoho CRM, Analytics, Flow, Sign Faster Deal Updates Cleaner Data & Better Visibility Improved Lead Tracking Executive Summary Hercules Sealing Products is a U.S. distributor focused on hydraulic seals, seal kits, O-rings, […]
Bee The Wellness – Case Study
Bee the Wellness – Zoho One CRM & Operations Consolidation Case Study Industry: Travel, Retreats & Events | Location: Jackson Hole, WY (Global Operations) | Team Size: 5 Apps: Zoho CRM, Flow, Forms, Bookings, WorkDrive, Writer, Analytics, Desk, SalesIQ, Sign, Social, Survey, Calendar ~12 Hours Saved Weekly Unified Client + Retreat Ops Less Manual Work […]
Engineered Tax Services – Case Study
Engineered Tax Services – Zoho One Optimization Case Study Industry: Tax & Engineering Consulting | Location: West Palm Beach, FL (Nationwide) | National Firm Apps: Zoho CRM, Projects, Books, Sign, WorkDrive, Analytics, Cliq, Invoice 3-Month Faster Implementation Cross-App Integration Reduced Time-to-Value Executive Summary Engineered Tax Services (ETS) is a national consulting firm serving developers, investors, […]
TG Tech Services – Case Study
TG Technical Services – Zoho One Migration, Finance, & Inventory Optimization Case Study Industry: Industrial Safety Equipment & Gas Monitoring | Location: Lee’s Summit, Missouri (Kansas City Area) | Team Size: 7 Apps: Zoho CRM, Books, Expense, Inventory Replaced Odoo With Scalable Zoho One Stack Accurate Finance & Inventory Processes UPS Shipping Integration for Quotes […]
Replacing Risk – Case Study
IntellectAbility (Replacing Risk) – CRM, Forms, Flow & Books Integration Case Study Industry: Health & Human Services – IDD Risk Management | Location: Florida & Remote (U.S.) | Team Size: 40+ Apps: CRM, Books, Flow, Forms, Analytics, Campaigns, Sign, Desk Unified Webform & Lead Routing Automated Ecommerce & Training Flows Improved Reporting & New-Customer Insight […]