Zoho CRM & Projects Implementation

PROJECT BRIEF
  • Client: Active Networks
  • Discipline: Zoho, Project Management

Active Networks is one of the nation’s leading hospitality technology providers.  They were looking to improve their entire process from sales leads to won contracts to installation projects and end-user support.  They had previously been using a combination of spreadsheets, word documents and Salesforce.  The Salesforce interface made user adoption difficult and the cost to bring the remainder of the process into the application would have been expensive.

OUR APPROACH

We worked with Active Networks to model their sales, projects and support processes and then helped them implement Zoho CRM and Zoho Projects.  We created custom workflows and integrated Zoho CRM and Projects so that everyone in the organization can work together seamlessly.

  • Zoho CRM
  • Zoho Projects
  • Deluge Scripting
  • Workflows
  • Email Configuration

Ready to kick-start your project?