Zoho CRM Setup: Best Practices for B2B vs. B2C Business Models
Quick Overview B2B: Use Accounts as the hub; Contacts and Deals relate to Accounts B2C: Use Contacts as the hub; deactivate Accounts module Lead conversion mapping determines where fields go Custom workflows and global picklists improve consistency and automation Video Walkthrough (Play & Follow Along) B2B CRM Configuration This section mirrors the video’s step-by-step B2B […]
Bee The Wellness – Case Study
Bee the Wellness – Zoho One CRM & Operations Consolidation Case Study Industry: Travel, Retreats & Events | Location: Jackson Hole, WY (Global Operations) | Team Size: 5 Apps: Zoho CRM, Flow, Forms, Bookings, WorkDrive, Writer, Analytics, Desk, SalesIQ, Sign, Social, Survey, Calendar ~12 Hours Saved Weekly Unified Client + Retreat Ops Less Manual Work […]
How to Manage Landed Costs in Zoho Inventory: Step-by-Step Guide
Step-by-step guide to enable, allocate, and report landed costs in Zoho Inventory for accurate cost accounting and valuation. Quick Overview Enable landed cost tracking in item settings Create a purchase order and convert it to a bill Add service items for landed costs like freight or labor Allocate costs by quantity, value, weight, or dimensions […]
Engineered Tax Services – Case Study
Engineered Tax Services – Zoho One Optimization Case Study Industry: Tax & Engineering Consulting | Location: West Palm Beach, FL (Nationwide) | National Firm Apps: Zoho CRM, Projects, Books, Sign, WorkDrive, Analytics, Cliq, Invoice 3-Month Faster Implementation Cross-App Integration Reduced Time-to-Value Executive Summary Engineered Tax Services (ETS) is a national consulting firm serving developers, investors, […]
TG Tech Services – Case Study
TG Technical Services – Zoho One Migration, Finance, & Inventory Optimization Case Study Industry: Industrial Safety Equipment & Gas Monitoring | Location: Lee’s Summit, Missouri (Kansas City Area) | Team Size: 7 Apps: Zoho CRM, Books, Expense, Inventory Replaced Odoo With Scalable Zoho One Stack Accurate Finance & Inventory Processes UPS Shipping Integration for Quotes […]
Replacing Risk – Case Study
IntellectAbility (Replacing Risk) – CRM, Forms, Flow & Books Integration Case Study Industry: Health & Human Services – IDD Risk Management | Location: Florida & Remote (U.S.) | Team Size: 40+ Apps: CRM, Books, Flow, Forms, Analytics, Campaigns, Sign, Desk Unified Webform & Lead Routing Automated Ecommerce & Training Flows Improved Reporting & New-Customer Insight […]
JEM Designs – Case Study
JEM Designs – Zoho Optimization & Client Portal Case Study Industry: Cabinets & Countertops | Location: Dayton, OH | Team Size: 10 Apps: Zoho CRM, Creator Improved Client Experience Streamlined Prospect Intake Enhanced Operational Efficiency Executive Summary JEM Designs is a cabinetry and countertops provider specializing in custom kitchens, bathrooms, bars, laundry rooms, and more. […]
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 […]
Arrive55 & The Wine Mover – Case Study
Arrive55 & The Wine Mover – Zoho Platform Consolidation & CRM Modernization Case Study Industry: Logistics & Supply Chain (Temperature-Controlled Wine Logistics) | Location: Multi-state U.S. operations (TX, FL, AZ, CA, NC) | Team Size: Small distributed team Apps: Zoho CRM, Books, Analytics, Creator, Flow, Forms, Invoice, PageSense, Sign Salesforce & Zoho consolidated into one […]
Franklin Skills – Case Study
Franklin Skills – Zoho One Optimization Case Study Industry: Workforce Development | Location: Maryland, USA | Team Size: < 50 Apps: Zoho CRM, Campaigns, Recruit, Forms, Flow Streamlined Operations Reduced Manual Workload Improved Team Efficiency Executive Summary Franklin Skills provides training and recruitment solutions to help organizations strengthen their tech teams. With fewer than 50 […]