One ecosystem for sales, support, and project delivery

Summary

A comprehensive implementation of Zoho One streamlined all key areas of the IT company’s operations - sales, support, and project delivery. The flexibility of the tools and the Z Partners team’s expertise enabled the client to build a scalable operating model with a significant increase in efficiency.

The Challenge

An IT company specializing in building automation and solutions for the HORECA industry lacked control over its sales, support, and implementation processes.There was no effective monitoring of the sales pipeline, customer support requests, or tools to manage large-scale implementations.Different departments were using multiple support systems, making collaboration difficult and limiting visibility into team workload.

Solution

Implementation of the Zoho One suite, with Zoho CRM as the central system to structure inquiries, manage the sales pipeline, and segment customers.Deployment of Zoho SalesIQ for live chat support, knowledge base creation, and chatbot scenarios.Configuration of Zoho Desk as a ticketing system assigned to specific departments, with work planning and progress monitoring.Use of Zoho Projects to manage implementation projects for each client, including time tracking, task management, and collaboration with internal teams and external partners.

Resultaten

All sales inquiries were structured, providing full visibility into pipeline stages.
Improved ability to evaluate sales team performance and marketing campaign effectiveness, enabling better offer targeting by customer segment.
Enhanced control over workload across sales, support, and marketing teams for management.
A 70% increase in operational efficiency driven by process automation, improved communication, and a unified ecosystem of tools.