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 […]
CQ Floors – Case Study
CQ Floors – Zoho CRM & Estimating Integration Case Study Industry: Flooring Sales & Installation | Location: San Marcos, CA | Team Size: 6 Apps: Zoho CRM, Writer Faster bid turnaround with automated quotes API bridge between M2, RollMaster & CRM RollMaster-accurate billing from Zoho CRM Less manual data entry in the bid process Executive […]
One Place Agents – Case Study
One Place Agents – Apartment Locating Automation Case Study Industry: Real Estate (Apartment Locating) | Location: United States | Team Size: 2 agents, scaling to 100+ Apps: Zoho CRM, Forms, Books Automated lead assignment Faster follow-up after deal conversion Automatic move-in invoicing Less manual work for agents Executive Summary One Place Agents is a growing […]
MADE Apparel Services – Case Study
MADE Apparel Services – Zoho CRM & Projects Integration Case Study Industry: Apparel Development & Prototyping | Location: Seattle, WA | Team Size: Single-owner business Apps: CRM, Projects, Sign, Flow, Forms, WorkDrive, Survey Hours saved through automation Unified workflow from booking → project creation Fewer admin tasks & improved client experience Executive Summary MADE Apparel […]
Fired Up! Culture – Case Study
Fired Up! Culture – Survey Revamp & Operational Automation Case Study Industry: Leadership Development & Consulting | Location: United States | Team Size: 10 Apps: Zoho CRM, Zoho Analytics, Zoho Forms Unified Survey Framework Automated Workflows & Notifications Improved Reporting Accuracy Executive Summary Fired Up! Culture empowers organizations through leadership development, coaching, and talent-management consulting. […]
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 […]
Connect Pay USA – Case Study
ConnectPay – Zoho CRM & Desk Workflow Transformation Case Study Industry: Payroll & Tax Services | Location: United States | Team Size: 180+ Apps: Zoho CRM, Desk, Forms, Projects, Sign, Mail Centralized Client Workflow Streamlined Ticket & Onboarding Automation Improved Compliance Documentation Executive Summary ConnectPay provides payroll and tax processing services tailored to small businesses […]
Select Communications – Case Study
Select Communications – Zoho Optimization & AI Lead Enrichment Case Study Industry: Technology Brokerage & Telecom | Location: United States (Remote) | Team Size: ~30 Apps: Zoho CRM, Analytics, Desk, Campaigns, Projects, SalesIQ, Sign Centralized Commission Intelligence AI-Enhanced Lead Insights Cleaner Data & Faster Decisions Executive Summary Select Communications operates as a telecom and technology […]
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 […]