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...