MCAM Northwest, Inc. – Case Study
MCAM Northwest, Inc. – CRM Modernization & Automated Renewals Case Study Industry: Manufacturing & Industrial Technology | Location: Oregon City, OR, USA | Team Size: ~12 remote employees Apps: Zoho CRM (custom automation & training tracking) Full migration from Solve360 to Zoho CRM Automated recurring renewal deal creation HubSpot lead routing into Zoho CRM Structured […]
EV+ – Case Study
EV+ – Zoho CRM & Analytics Modernization Case Study Industry: EV Charging & Commercial Real Estate | Location: New York, USA | Team Size: 10+ Apps: Zoho CRM, Zoho Analytics, Zoho Forms 5x Increase in Deal Flow 2024 Sales Goal Achieved End-to-End Partner & Service Tracking Executive Summary EV+ is an EV charging company that […]
Fidalgo Coffee Roasters – Case Study
Fidalgo Coffee Roasters – Zoho CRM + Creator DSD Delivery App Case Study Industry: Food & Beverage (Coffee Roasting & Distribution) | Location: Burlington, Washington (Pacific Northwest, USA) | Team Size: 19 Apps: Zoho CRM, Creator, Analytics, Campaigns, Writer Custom DSD Driver App Shopify Customer Migration into CRM Faster Invoicing in the Field Executive Summary […]
Flavor Paper – Case Study
Flavor Paper – Custom Zoho ERP Build Case Study Industry: Manufacturing, Design & E-commerce | Location: Brooklyn, NY, USA | Team Size: Not listed Apps: Zoho CRM, Inventory, Books, Creator, WorkDrive, Survey, Flow Unified ERP Across Teams Automated Order to Ship Workflows Cleaner Reporting & Fewer Status Check-ins Executive Summary Flavor Paper is a Brooklyn-based […]
Zuum Transportation, Inc. – Case Study
ZUUM – Zoho One CRM Rebuild, Pipeline Management & Analytics Case Study Industry: Transportation & Logistics (Freight Tech) | Location: Irvine, CA, USA | Founded: 2016 Apps: Zoho CRM, Desk, Analytics, Campaigns, Forms, Flow, Sign Structured Pipeline & Adoption Ops Data Integrated Into CRM 3x Revenue Growth Reported Executive Summary ZUUM Transportation, Inc. is an […]