Bryan Tamburrino

Aug 1, 20234 min read

Case study: How my client saved time and money with Zoho One

Introduction

If you've ever worked in sales, you know how important it is to have an organized CRM system. You need to be able to manage your contacts and leads, understand their purchasing patterns so that you can better target them with future pitches, and keep track of the deals they may have signed in the past. However, if you're using multiple systems instead of one integrated solution like Zoho One then this task becomes a lot more difficult because all those records are scattered across different platforms that don't communicate with each other—and that's where things start getting messy!

Zoho One is an all-in-one business management platform that centralizes your critical data and automates your processes.

Zoho One is an all-in-one business management platform that centralizes your critical data and automates your processes. It combines CRM, HR, accounting and collaboration tools into one simple to use web application.

Zoho One can automate tasks like sending reminders, creating reports or requesting approvals from co-workers without having to do it manually. This saves you time by not having to do repetitive tasks like sending emails or making phone calls over and over again for each new customer or project you have in the pipeline.

One of my clients was using three different systems to manage their inventory, CRM, and operations.

One of my clients was using three different systems to manage their inventory, CRM, and operations. This meant that they were spending too much time on data entry and not enough time growing their business.

I convinced them to switch everything over to Zoho One so they could consolidate all their data in one place--saving time and money while also growing the business faster than ever before!

They were spending hours manually updating information in each system.

The result was a savings of $15,000 per year. But it wasn't just about the money.

The client's team also gained time: hours spent on manual updates were eliminated and replaced with automated processes. This allowed them to focus their efforts on higher-value tasks like customer service and sales initiatives, instead of manually entering data into multiple systems every week or month.

When they came to me looking for a simpler solution, we agreed that Zoho One would be the best option for them.

Zoho One is an all-in-one business management platform that centralizes your critical data and automates your processes. It includes CRM, ERP (enterprise resource planning), HRMS (human resources management systems), SFA (sales force automation) and other business tools in one place, so you can easily manage everything from sales leads to invoices.

Here are some of the ways that my client has been able to maximize their time and money since switching over to Zoho One.

● They have been able to streamline all of their business processes.

● They can now access data from anywhere, at any time. This makes it much easier for them to make decisions about their business operations, which leads us into our next point...

Data is automatically synced between systems so there's no need for manual updates.

Zoho One automatically syncs data between systems so there's no need for manual updates. This means you can use the same information wherever it's needed, and you don't have to worry about missing out on important changes because someone forgot to update a spreadsheet or database.

This helps you save time in two ways:

● You don't have to spend time manually updating information across your business--you just work with what's already there!

● The more efficient way of doing things also leads to less waste (money and energy), which is good for both your wallet and the environment!

With the help of Zoho Inventory and Zoho Books, my client can now track their costs and revenues with ease.

Zoho Inventory and Zoho Books are two different applications that help you manage your inventory and finances. You can use them together or separately, depending on your needs.

Zoho Inventory is a cloud-based inventory management app that helps you manage your stock in real time. It has many features such as tracking items sold by customers, creating custom fields for each product category, monitoring sales trends by category or location and more!

Zoho Books is a cloud-based accounting solution that helps you track income, expenses and taxes for small businesses with ease. The software offers multiple integrations with third party apps like PayPal etc., so that all financial transactions are recorded automatically without any manual intervention on your part!

Implementing these tools has saved them from having to hire more people or use more expensive solutions like ERP software.

The most important thing for my client is saving time and money. They were able to make the switch without having to hire more people or use more expensive solutions like ERP software, because they were able to keep their current team in place and still get the benefits of a centralized system.

Companies spend too much time updating their software because it is often not designed to work together seamlessly.

Companies spend too much time updating their software because it is often not designed to work together seamlessly. Zoho One is a single platform, so you don't have to worry about data being lost or incorrect. It's easy to use and doesn't require a lot of training for your staff--which means you can save time in the long run!

Conclusion

Zoho One is a great example of how businesses can save time and money by using integrated tools that work together seamlessly.

My client was able to cut down on the amount of time they spent manually updating information across different systems through workflows and ultimately save tens of thousands of dollars - and now have more control over their data.

For more information about putting this information to work at your organization contact Bryan at ( 203) 954-5121 or bryan@tangibleconsult.com.