Case Studies

24 07, 2015

Case study: Zoho CRM for board performance advisory group

By |July 24th, 2015|Case Studies, Consulting & Strategy, Industries|

“I love it when I email a prospect or contact and I can just type it in the CRM and it goes straight into their file. I have a record of all the emails I've sent out, which is great, and so are the follow-up prompts. They make life a lot easier.” Judy Jones, Administration [...]

17 07, 2015

Case study: Zoho CRM for mortgage brokers

By |July 17th, 2015|Banking & Financial, Case Studies, CRM, Industries, Real Estate & Property|

"I have more time in the day and am feeling more organised, which gives me more time to work on my business." Shayne, Director, GAIN Financial GAIN Financial is a boutique mortgage broking business that aims to deliver a consistent and professional service to its clients and build rewarding relationships with its alliance partners. The [...]

2 04, 2015

Case Study: Zoho CRM and Print IQ integration

By |April 2nd, 2015|Case Studies, CRM, Events Hospitality & Tourism, Industries|

The Brief AFI Branding had implemented Zoho but were not getting full value out of the CRM and wanted local support rather than trying to engage with overseas call centres. Integration with PrintIQ was also required to streamline the sales process and reduce time spent on data re-entry. The staff needed insight in to how [...]

2 04, 2015

AFI Branding Zoho CRM and Print IQ Case Study

By |April 2nd, 2015|Case Studies, CRM|

The Brief The company had implemented Zoho but were not getting full value out of the CRM and wanted local support rather than trying to engage with overseas call centres. Integration with PrintIQ was also required to streamline the sales process and reduce time spent on data re-entry. The staff needed insight in to how [...]

10 03, 2015

Direct Selling Case Study – Thermomix Consultant

By |March 10th, 2015|Case Studies, CRM, Food & Beverage, Industries|

The Brief The business owner was keeping client information, sales and notes on an excel spreadsheet but found this clunky and inefficient. She needed to keep a much more detailed account of what was going on with each customer and being a busy mum of two, wanted automated reminders for follow-up tasks and lead nurture [...]

9 03, 2015

Case Study: Zoho CRM improves efficiency for limousine hire company

By |March 9th, 2015|Case Studies, CRM, Events Hospitality & Tourism, Industries|

The Brief Sales team was wasting time with an outdated system and there was little information sharing or internal communication. There was significant re-entry of data occurring as the systems being used didn’t integrate. The business owner didn’t feel he had visibility over the activities of his sales team and given the highly competitive nature [...]

9 03, 2015

Limousine Hire CRM Case Study

By |March 9th, 2015|Case Studies, CRM|

The Brief Sales team was wasting time with an outdated system and there was little information sharing or internal communication. There was significant re-entry of data occurring as the systems being used didn’t integrate. The business owner didn’t feel he had visibility over the activities of his sales team and given the highly competitive nature [...]

8 03, 2015

Case Study: Zoho CRM for commercial and industrial washer equipment company

By |March 8th, 2015|Case Studies, Industries, Manufacturing & Retail|

The Brief Company was using outdated non-cloud based technology that no longer integrated with legacy systems. The Australian and New Zealand sales team couldn’t access CRM on the road and weren’t using customer information to its full advantage. Management had limited visibility over sales activity, customer communication and sales pipeline reporting. The Solution Cloud based [...]

8 03, 2015

Commercial and industrial washer equipment company Case Study

By |March 8th, 2015|Case Studies, CRM|

The Brief Company was using outdated non-cloud based technology that no longer integrated with legacy systems. The Australian and New Zealand sales team couldn’t access CRM on the road and weren’t using customer information to its full advantage. Management had limited visibility over sales activity, customer communication and sales pipeline reporting. The Solution Cloud based [...]