Blogs
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...
Exectras – Case Study: Custom-Building a Membership Platform on Zoho
Executive Summary Exectras began as a merchant services company. In 2016, it reimagined itself as a membership organization, giving member businesses access to a bundle of discounted services - including employee benefits - delivered through a network of payment...
SafeinHome – Case Study: Streamlining Remote Supports Demo Registration and Execution with Zoho
Executive Summary SafeinHome combines Remote Supports, assistive technology, and trained support staff to help individuals live more independently while expanding support options and capacity for service providers. To manage attendance and secure necessary...
Sarah O Jewelry – Case Study
Executive Summary Sarah O Jewelry is a Denver-based fine jewelry brand specializing in custom designs, engagement rings, and handcrafted pieces. Known for their modern, artistic approach to jewelry design, Sarah O has grown rapidly both in-store and online. With...
Harbor Industries – Case Study: Unifying Retail Operations with the Zoho Ecosystem
Executive Summary Harbor Industries, a Michigan-based retail solutions manufacturer, delivers end-to-end merchandising and engagement tools across four specialties: Custom Retail, Convenience Fixtures, Digital Solutions, and Casework. With over 75 years of experience...
REVS (Refuel Electronic Vehicle Solutions) – Case Study: Powering EV Infrastructure Sales and Management with Zoho
Executive Summary REVS (Refuel Electronic Vehicle Solutions) specializes in providing comprehensive EV charging solutions, turning charging stations from a cost center into a new source of revenue for property owners. As a growing business in a rapidly expanding...
Unlocking Sales Efficiency with Zoho CRM Pipelines
As a Zoho consultant, we've witnessed firsthand how businesses manage their sales processes using Zoho CRM's pipeline functionality. Whether you're a startup or an established enterprise, understanding and leveraging pipelines can be a helpful customization for your...
Boosting Business Efficiency with Zia AI
Zoho, a leading provider of business software, has been at the forefront of innovation in the tech industry. One of the key drivers of their success is Zia, their artificial intelligence (AI) engine that powers their suite of applications. In this blog, we'll take a...
Simplifying CRM Data Access with Zoho CRM: Using URL Criteria in Analytics Reports
Simplifying CRM Data Access with Zoho CRM: Using URL Criteria in Analytics Reports Introduction: Zoho CRM, in combination with Zoho Analytics, provides a powerful solution for quickly accessing related record report data. In this post, we'll explore how create...