Eklipse Creative – Case Study
Eklipse Creative – Zoho Books Recovery & Inventory Automation Case Study Industry: Technology (eCommerce & Data Solutions) | Location: Middle Tennessee, USA | Team Size: 1 + contractors Apps: Zoho Books, Inventory, Analytics, Flow, WorkDrive Multi-year data reconciled (2017–2024) Inventory rebuilt & validated Automations for POs & Estimates WooCommerce stock sync via Flow Executive Summary […]
MediMizer – Case Study
MediMizer Software – Zoho CRM & Quoting Optimization Case Study Industry: Healthcare Software (CMMS) | Location: San Diego, California (Remote Operations) Team Size: 20 (7 employees)| Apps: Zoho CRM, WorkDrive, Analytics Streamlined quoting & deal workflows Focused open-case related lists Improved license & renewal tracking Executive Summary MediMizer Software develops and supports seven related software […]
Decision Resources – Case Study
Decision Resources – Trello to Zoho Analytics Helpdesk Case Study Industry: Manufacturing ERP & Consulting | Location: USA | Team Size: 15+ Apps: Zoho Desk, Analytics, Flow, CRM Structured helpdesk reporting for the first time Live Trello → Zoho Desk sync Foundation for scalable support analytics Executive Summary Decision Resources has been a trusted ERP […]
ScaleHub – Case Study
ScaleHub – CRM Forecasting & Automation Case Study Industry: Technology & AI (Data Automation) | Headquarters: Hamburg, Germany | Team: 50+ Apps: Zoho CRM, Analytics, Flow, Forms, Campaigns, Projects, Books Forecasting time reduced by 1 FTE-week/month Enhanced partner onboarding workflows Automated lead distribution & qualification Deeper conversion insights with Zoho Analytics Executive Summary ScaleHub delivers […]
CU-Interface mpowered – Case Study
CU-Interface mpowered – Reporting & Analytics Optimization Case Study Industry: Financial Technology (Credit Union Software) | Location: Richfield, Ohio | Team Size: Under 30 Apps: Zoho One – Desk, Analytics, CRM 50% faster ticket resolution 80% faster escalations Real-time reporting dashboards Transition planning to Zoho One Executive Summary CU-Interface mpowered provides a core processing platform […]
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 […]
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 […]
One Firefly – Case Study
One Firefly – Zoho Projects Migration & CRM Automation Case Study Industry: Digital Marketing Agency | Location: United States & Mexico (Remote) | Team Size: 65+ Apps: Zoho CRM, Projects, Flow, Sign, Forms, Analytics Automated CRM Workflows Replaced Workfront with Zoho Projects Saved Over 15K/Year Executive Summary One Firefly is a full-service digital marketing agency […]
Homebase – Case Study
Homebase – Zoho CRM Automation Case Study Industry: Team management software (HR / Payroll) | HQ: San Francisco & Houston | ~250 Employees Apps: Zoho CRM + Custom Functions (Deluge), Scheduled Automations, Round-Robin Assignment Automated Opp Creation (Every 2 Hours) Lead/Contact Signal Filtering + De-duplication Payroll-Ready Pipeline Automation Owner Reassignment + Round Robin Built to […]
DataYard – Case Study
DataYard – Zoho One Reporting & Automation Case Study Industry: Managed IT Services (MSP) | Location: Dayton, Ohio, USA | Team Size: 12+ Apps: Zoho CRM, Analytics, WorkDrive, Writer, Flow, Desk, Projects Unified Business Reporting Automated Deal-to-Delivery Flow Real-Time Dashboards Executive Summary DataYard is a managed IT services provider headquartered in Dayton, Ohio. With a […]