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 […]
Pediatric HeadShape Clinic – Case Study
Pediatric HeadShape Clinic – HIPAA-Compliant Patient Automation & Diagnostic Workflow Case Study Industry: Healthcare | Location: Canada (4 Locations, Expanding) | Team Size: Not listed Apps: Zoho Creator, CRM, Survey, Flow, WorkDrive, Sign, Analytics Automated Family Communications Charting + Diagnostic Workflows Clinic Expansion Ready Executive Summary Pediatric HeadShape Clinic (PHSC) is the largest head shape […]
Legion Capital – Case Study
Legion Capital – SEC Fundraising CRM & Investor Operations Case Study Industry: Private Equity & Specialized Lending | Location: Orlando, FL | Team Size: Not listed Apps: Zoho CRM, Creator, Sign, Writer, WorkDrive, Expense, Social Automated Investment Onboarding Payment Schedules from CRM Data Cleaner Reporting & Lower Overhead Executive Summary Legion Capital is a boutique […]
Learning Innovation Catalyst – Case Study
Learning Innovation Catalyst (LINC) – CRM + Projects Revenue Reporting Case Study Industry: K–12 Education (EdTech & Professional Services) | Location: USA | Team Size: 15 Apps: Zoho CRM, Projects, Analytics, Bookings Cash Flow & Revenue Visibility Services Tracked to Payment Dashboards Built for Delivery Executive Summary Learning Innovation Catalyst (LINC) helps schools create student-centered […]
Coldwell Banker Town and Country – Real Estate Sales, Property Management, and Escrow Services – Case Study
Coldwell Banker Town and Country – Zoho CRM & Zoho One Migration Case Study Industry: Real Estate, Property Management & Escrow | Location: Inland Empire, Southern California | Team Size: 200+ Agents, 26 Staff Apps: Zoho CRM, Campaigns, Meetings, Social, Surveys, Cliq, Zoho One 60-Day CRM Migration $20,000+ Annual Cost Savings Unified Sales, Escrow & […]