Featured case studies
Streamlining Address Management for Our Client
A packaging solutions provider struggled with managing multiple addresses, causing inefficiencies in order processing and fulfillment. Evoluz implemented an Address Master Functionality in Zoho CRM, enabling centralized storage, automated default selection, and workflow integration. Real-time updates improved logistics, enhanced accuracy, and streamlined order processing. The result: seamless address management, faster fulfillment, fewer errors, and a scalable system for long-term efficiency.
Streamlining Operations for Medicine POS Machine Providers
A medicine seller offering POS machines sought to streamline lead management, underwriting, and shipment workflows. Evoluz automated lead tracking in Zoho CRM, developed an underwriting module with compliance automation, and optimized shipment tracking with real-time updates. Custom Zoho Analytics dashboards provided operational insights. The result: efficient lead processing, improved compliance, optimized shipments, and data-driven decision-making for enhanced workflow efficiency and accuracy.
Automating Sales and Operations for Our Client
A US-based professional cleaning service provider needed an efficient system to manage inquiries, estimates, and contracts. Evoluz automated lead capture with Zoho Forms, enabled instant estimate generation in Zoho Books, and streamlined contract execution via Zoho Sign. Real-time tracking in Zoho CRM improved transparency. The result: faster response times, seamless contract processing, error-free data handling, and a scalable workflow for long-term operational efficiency and business growth.
Automating Lead Management and Communication for a Sales-Driven Organization
A fast-growing sales-driven organization struggled with manual lead intake from 18 sources, causing delays and inefficiencies. Evoluz automated lead capture using Zoho Forms and CRM, enabling real-time assignments and notifications. RingCentral integration streamlined communication, while custom CRM dashboards provided real-time analytics. The result: 100% automated lead capture, faster response times, seamless communication, and improved sales performance through data-driven decision-making.
Automating and Optimizing the Admission Workflow for a Counseling Organization
A US-based educational counseling firm sought to streamline admissions by automating scheduling, contracts, and payments. Evoluz integrated Zoho Bookings, Zoho Sign, and Zoho Creator for real-time scheduling, automated contract execution, and secure payment processing with reminders. Custom Zoho Analytics dashboards provided insights into student progress and counselor performance. The result: seamless admissions, improved efficiency, and an optimized experience for students, parents, and staff.
Enhancing Sales Funnel Management and Support for Our Client
Our client, a sports and entertainment platform, sought to enhance sales funnel efficiency through automation. Evoluz integrated an AI-driven chatbot with Zoho SalesIQ, Zoho CRM, and Zoho Desk to automate lead capture, qualification, and customer engagement. The chatbot identified prospects, created deals, updated records, and assigned leads in real time. Custom dashboards enabled performance tracking. The result: faster responses, better CRM data, streamlined sales funnel, and scalable support.
Automating Lead Recycling for Our Client
Our client, a healthcare company specializing in body composition analysis, sought to enhance lead generation by recycling inactive deals. Evoluz automated this in Zoho CRM by creating a “Create Lead” button for instant deal-to-lead conversion, automating data transfer, and integrating Zoho Marketing Automation for re-engagement. Custom dashboards tracked lead activity, optimizing CRM organization. The result: seamless lead recycling, improved engagement, and scalable sales and marketing growth.
Automating Invoicing for Our Client
Our client, a packaging solutions provider, faced challenges in managing invoicing efficiently. Manual calculations led to errors, and disconnected systems caused redundant data entry. Evoluz automated invoicing by integrating Zoho CRM with QuickBooks, enabling real-time data sync. Custom formula fields eliminated errors, automated workflows streamlined sales orders, and financial dashboards improved visibility. The result: faster invoicing, accurate accounting, and scalable financial growth.
Automating Lead Generation and Order Processing for Our Client in Healthcare Industry
Our client, a healthcare services provider, aimed to enhance its sales and lead generation process by automating order creation and data exchange. The company needed an integrated system where lab orders would be automatically generated upon verification of form submissions, ensuring efficient data synchronization between Zoho Creator and Zoho CRM. Their primary objective was to eliminate manual errors, improve lead processing time, and enable seamless communication between different systems.