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Zoho One Rollout Connects Sales, Projects and Billing

A marketing consultancy · Chicago, IL · Engagement: 10 weeks

Zoho One Rollout Connects Sales, Projects and BillingProfessional Services & Consulting
-35%software costs
1connected suite
-5 hrsweekly admin

The Client

A marketing consultancy, based in Chicago, IL, operating in the professional services & consulting sector.

The Challenge

The consultancy paid for several disconnected tools.

Our Solution

  • Zoho CRM, Projects, Books and Desk rollout
  • Cross-app automation
  • SSO and user management
  • Team training

The Results

  • -35% software costs
  • 1 connected suite
  • -5 hrs weekly admin

Services Used

CRM Automation · AI Automation

Client identity withheld. This anonymized case study is an illustrative example of our approach; figures are examples and results vary by business, market and budget.