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

by | Oct 15, 2026 | Business, Business Process, Collaboration, Communication, Custom Development, Customization, Human Resources, Productivity, Workflow

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

by | Oct 15, 2026 | Business, Business Process, Collaboration, Communication, Custom Development, Customization, Data Administration, Workflow

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...

SafeinHome – Case Study: Streamlining Remote Supports Demo Registration and Execution with Zoho

by | Oct 15, 2026 | Business, Business Process, Collaboration, Communication, Customization, Data Administration, Marketing, Mobile, Training, Workflow

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...

Harbor Industries – Case Study: Unifying Retail Operations with the Zoho Ecosystem

by | Nov 6, 2025 | Business, Business Process, Collaboration, Communication, Customization, Productivity, Sales, Support, Training, Workflow

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...