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 [...]

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The Brief Sales team was wasting time with an outdated system and there was little information sharing or internal communication.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 [...]

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The Brief Company was using outdated non-cloud based technology that no longer integrated with legacy systems.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 [...]