Recent Zoho Rebuild and Build-out Videos

The below examples are from a recent Zoho rebuild, including:

  1. Built-out the new Leads module to mirror a complex rebuild of their Contacts module
  2. Leveraging Zoho's Client Script function to pull information across disparate modules
  3. Built-out a custom module for the company
  4. Integrating a third-party application three different ways

This took the company off of paper processes and removed entire steps from their operational workflow.

Redesigning their Contacts module to create a more intuitive experience was the most important aspect.

This resulted in:

  1. Removal of cumbersome paper processes
  2. Improved alignment between business units
  3. Enhanced operational agility
  4. Slashed time-to-resolution
  5. Drastic reduction in onboarding/ramp time
  6. Elimination of data entry redundancy
  7. New hires were guided through the sales process, mitigating human error
  8. Automatic drip marketing to prospective buyers, maximizing opportunity
 

ZohoSign Integrated and

Pulling Info from CRM

 

Zoho Client Script Pulling

Data Across Modules

 

Zoho Custom Leads and

Contacts Sections (Complex)

 

Zoho Custom Module

5 MB Max