BILLYCLARK – Case Study: Streamlining Recruitment with AI and Zoho CRM

Executive Summary BILLYCLARK is a creative business advisory and talent acquisition firm serving design-driven organizations. With offices in New York, Paris, and Los Angeles, the company helps businesses identify talent, build teams, and navigate organizational...

IIS Benefits – Case Study: Streamlining Benefits Management with Zoho CRM and DataPrep

Executive Summary IIS Benefits helps businesses manage employee benefits by coordinating employer groups, brokers, carriers, benefit plans, and enrolled members. The company needed a more organized system for managing prospects, insurance submissions, client...