Cufflinks Inc.® | A Custom Zoho One Implementation for Business Success

Overview

• Cufflinks Inc. needed to optimize their existing Zoho One CRM to better align with internal processes and business goals
• Brockbank Consulting was selected after evaluating multiple Zoho partners for their deep expertise and customization capabilities
• Key takeaway: The ability to highly customize and integrate specific internal processes within Zoho One created a powerful toolset for employees

Executive Summary

• Company: Cufflinks Inc., leading provider of high-quality accessories
• Challenge: Had Zoho One in place but needed a more structured and customized approach to maximize its potential
• Selection criteria: After exploring multiple Zoho partners, Brockbank Consulting was chosen for their expertise and professionalism

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“After exploring multiple Zoho partners, Brockbank Consulting was an obvious choice. The ability to highly customize and get specific with internal processes and then reflect those inside of Zoho One is a powerful toolset for our employees and not to be taken lightly. Thank you, Drew!” - Jared, IT Professional

Problem Statement and Key Challenges

• Needed a CRM that made sense for their specific business rather than a one-size-fits-all approach
• Required seamless integration with existing Zoho One applications
• Wanted the system to reflect their unique internal processes for employee efficiency
• Demanded high levels of customization without compromising usability

Evaluation of the Problem

• Brockbank Consulting leveraged Zoho expertise to assess Cufflinks Inc.'s specific workflow requirements
• Identified gaps between existing Zoho One setup and business-specific processes
• Determined need for advanced customization capabilities

Proposed Solution

• Design a CRM framework tailored specifically to Cufflinks Inc.'s business model
• Integrate CRM seamlessly with other Zoho One applications to create cohesive ecosystem
• Enable advanced customization allowing precise tracking and management of internal processes
• Provide expert guidance and support for smooth transition and long-term usability

Implementation

• Created highly customized Zoho One solution reflecting internal processes
• Integrated multiple Zoho applications into unified system
• Delivered professional implementation with ongoing support

Results

• Employees now have access to a powerful, customized toolset within Zoho One
• Internal processes are accurately reflected in the CRM system
• Seamless integration across Zoho One applications improved operational efficiency
• High level of customization achieved without compromising system usability