HWR Workholding USA – Case Study

HWR Workholding USA - Case Study - Uncategorized -  - HWR Case Study - HWR Workholding USA

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 […]

Action Spa Parts – Case Study

Action Spa Parts - Case Study - Uncategorized -  - Action Spa Parts

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 - Case Study - Uncategorized -  - hercules sealing products

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, […]

TG Tech Services – Case Study

TG Tech Services – Case Study - Uncategorized -  - TG Technical

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 […]

Arrive55 & The Wine Mover – Case Study

The Wine Mover & Arrive55 - Case Study - Uncategorized -  - Arrive55 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 […]

DKSI – Case Study

DKSI – Case Study - Uncategorized -  - DSKI

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 […]

Doorwayz – Case Study

Doorwayz – Case Study - Uncategorized -  - Doorwayz

Doorwayz Unlimited – Zoho One CRM & Project Workflow Case Study Industry: Commercial Doors & Hardware Distribution | Location: Schaumburg, Illinois, USA | Team Size: 16 Employees Apps: Zoho CRM, Zoho Projects, Zoho WorkDrive, Zoho Analytics More accurate reporting Improved CRM-to-project flow Automated follow-up processes Structured document management Executive Summary Doorwayz Unlimited is a commercial […]

SKMac – Case Study

SKMac – Case Study - Uncategorized -  - SKMAC

SKMac – Zoho CRM Modernization & Quoting Automation Case Study Industry: Professional & Business Services (Pro AVL) | Location: Mid-Atlantic, USA | Team Size: 20+ Employees Apps: Zoho CRM, Books, Inventory, WorkDrive, Campaigns, Mail, Calendar, Backstage Real-time access for field staff Automated quoting workflows Streamlined vendor management Executive Summary SKMac is a professional services organization […]

C&G Arms – Case Study

C&G Arms – Case Study - Uncategorized -  - C-G Holsters

C&G Arms – Zoho Inventory & Production Automation Case Study Industry: Manufacturing & Operations (Firearm Accessories) | Location: USA | Team Size: 30+ Employees Apps: Zoho Inventory, Flow, Creator, Analytics, CRM, Desk, WorkDrive 1,900+ SKUs tracked in real time Custom Shopify–Zoho automation Structured production workflows Forecasting through BOM analytics Executive Summary C&G Arms is a […]

Advanced Digital Cable Inc. – Case Study

Advanced Digital Cable Inc. - Case Study - Case Study -  - ADC - ADC

Advanced Digital Cable Inc. – CRM & Reporting Automation Case Study Industry: Manufacturing (Electrical Wire & Cable) | Location: Southeastern United States | Team Size: 200+ Employees Apps: Zoho CRM, Analytics, WorkDrive, Expense 3–4 hours saved per sales trip 20–30 hours saved annually on rebate tracking Automated CRM workflows & reports Real-time analytics dashboards Executive […]

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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