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ZOHO ONE Case Study

Bormann Marketing implemented ZOHO ONE to improve collaboration, data access, and analytics. ZOHO CRM, Campaigns, Workplace, and Analytics were customized and integrated. This centralized data and automated tasks, allowing sales staff to spend less time on data entry and providing real-time insights. Dashboards and reports now track business performance and sales staff can access accurate data from mobile devices. The implementation significantly increased competitiveness and collaboration across the organization.

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Sachin Prajapati
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420 views2 pages

ZOHO ONE Case Study

Bormann Marketing implemented ZOHO ONE to improve collaboration, data access, and analytics. ZOHO CRM, Campaigns, Workplace, and Analytics were customized and integrated. This centralized data and automated tasks, allowing sales staff to spend less time on data entry and providing real-time insights. Dashboards and reports now track business performance and sales staff can access accurate data from mobile devices. The implementation significantly increased competitiveness and collaboration across the organization.

Uploaded by

Sachin Prajapati
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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ZOHO Case Study

Implementing ZOHO ONE for Bormann


Marketing
Manufacturing and Retail | United States

Executive Summary
Bormann Marketing is a Pro audio and video manufacturer’s representative company. They have more
than 50+ manufacturing clientele that they help in marketing as well as customer engagement solutions.
GKB Labs is Bormann Marketing partner in implementing customizing and building enterprise solutions
using ZOHO Platform. GKB Labs has successfully implemented ZOHO CRM, Campaigns, Workplace and
Analytics. Bormann has over 20 licenses used by sales and support staff across USA.

Introduction
Bormann Marketing deals with more than 50+ large manufacturing clientele products and sells and
services it across USA. Bormann has field sales teams, backend support teams and executives who
collaborate and work on deals. Communication on deals, invoicing, products pricing and reports are part
of everyday activity at Bormann. They needed a system that is cloud based, flexible and captures all
aspects of their business functions with seamless integration to avoid data replication.

The Challenge
With a growing business spread across US, Bormann had critical challenges in the following areas

● Communication: Filed sales, backend support, dealers, subject matter experts and executives
need to be part of audio video implementation.
● Mobile Apps: Since the business is distributed and Bormann has clients across USA, they needed
all necessary data to be available on Mobile Apps for their field sales staff.
● Analytics and Reporting: Analyzing customers behavior and buying patterns and reporting back to
manufacturing is critical in maintaining a health supply chain.

The Solution
We helped them migrate all their data to Zoho CRM and helped them engage better with their
customers as well as clients. We automated routine tasks so that the sales team spends less time on
data entry. We helped them as well as their clients get real time live insights without inconsistencies.

GKB Labs Inc. is a ZOHO Partner with a deep understanding of Manufacturing Representatives business
model. Our consulting, development and quality assurance teams worked with Bormann Marketing in
accomplishing their business objectives and training their teams in using the solution effectively.

● Discovery Phase: Interviewing and gathering information from the founder, field sales team and
backend support teams and collecting data from disparate systems.
● Implementation: Planning the need for modules, fields, permissions and workflows across
ZOHO Apps. Customization based on business needs and functions.
ZOHO Case Study
● Migration Phase: Performing ETL on data and loading data into ZOHO
● Training: Training users by conducting group training, and one-on-one coaching and developing
training material that could be used in the field or offline
● Support and Maintenance: Monitoring the health of the system and quality of data. Developing
deeper analytics and reports for executives and customers. Supporting in Marketing and support
ticketing.

Result
Implementing ZOHO ONE across Bormann Marketing has significantly increase their competitive
advantage and significantly improved collaboration across the organization

● Daily, Monthly and Quarterly reports and Dashboards built in ZOHO Analytics are used to track
business performance
● Improved productivity by over 30% as data across ZOHO Apps is synchronized without any need
to re-enter it or import and export
● Sales staff across the country is able to submit data from Mobile devices that provides real time
accurate data for tracking and analysis

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