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 […]
Advanced Digital Cable Inc. – Case Study
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 […]
Classic Homes – Case Study
Classic Homes – Contract Automation & CRM Modernization Case Study Industry: Custom Home Building | Location: North Bethesda, Maryland | Team Size: 20 Employees Apps: Zoho CRM, Writer, Sign, WorkDrive, Survey, Analytics Legacy system replaced with Zoho CRM Automated contract generation Custom pricing logic for home options Improved accuracy and scalability Executive Summary Classic Homes […]
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 […]
TVS Pro – Case Study
ClearVista (formerly TVS Pro) – Inventory & Finance Automation Case Study Industry: Audio-Video Systems Integration | Location: Salt Lake City, Utah, USA | Team Size: 34 Apps: Zoho Inventory, Books, CRM, Analytics, WorkDrive, Cliq Automated Purchasing & Receiving Real-Time Profitability Insights Manager Dashboards & Reporting Executive Summary ClearVista, formerly TVS Pro, is a custom audio-video […]
Televic – Case Study
Televic – CRM, Quoting, Finance & Territory Management Case Study Industry: Communication & Conferencing Systems | Location: Global Headquarters in Europe, Worldwide Offices | Team Size: 400+ Apps: CRM, Books, Analytics, Campaigns Unified Sales & Finance Processes Automated Quote Pricing & Forecasting Accurate Territory Assignment at Scale Executive Summary Televic is a global leader in […]
CC3 Solutions – Case Study
CC3 Solutions – Zoho One Optimization Case Study Industry: IT & Telecom Solutions | Location: St. Louis, Missouri, USA | Team Size: 60+ Apps: Zoho CRM, Analytics, Desk, Projects Cleaner CRM Data Executive-Level Reporting Modernized Support Operations Executive Summary CC3 Solutions is an IT and telecom solutions provider headquartered in St. Louis, Missouri. With over […]
Intrinsic Therapeutics – Case Study
Intrinsic Therapeutics – Zoho CRM + Creator Platform Build Case Study Industry: Medical Devices | Location: United States | Team Size: ~60 Apps: Zoho CRM, Zoho Creator, Zoho Analytics Connected Surgeon–Facility–Office Data Mobile Visibility for Sales Teams HIPAA-First Custom Apps Executive Summary Intrinsic Therapeutics is a medical device company that manufactures and sells the only […]