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Camarès Moves Entire Professional Services Company Onto Zoho One From Stem To Stern

PROFESSIONAL SERVICES

Situation: A fast growing professional solutions company provides comprehensive market analysis, insurance planning, and credentialing services to large medical practices and practice groups.

Challenge: Camarès began working with the client in 2020. The client used several third-party applications to manage client relationships. The client had DIY’d their Zoho CRM customization making it overly complicated. Existing client accounting management was handled through QuickBooks Online and the client. The Sales team managed leads and deals through Zoho CRM, but the Operations team used a “homegrown” CRM application to manage relationship and service delivery with clients.

Solution: Management wished to optimize the entire company onto Zoho One in a multi-year phased approach. Phase I: The Camarès Team reviewed their business process, cleaned up their CRM, and then completed the CRM/Books integration. We moved the client off of QuickBooks and onto Zoho Books. Camarès delivered comprehensive business process planning and mapping, implementation services, including API development, data migration, QC/testing , live, remote, and recorded training, and Zoho Desk Knowledge Center. Today, the client uses Analytics, Assist, Bookings, Books, CRM, Campaigns, Desk, Forms, Learn, Projects, Sign and more.

Results: Implementation work is ongoing as the client experiences robust growth and dynamic business changes.

Camarès Moves Wealth Manager Onto Zoho One For Automated Sales & Marketing

FINANCE

Objective: Wealth manager wished to grow AUM (Assets Under Management). Monthly newsletter blasts were resulting in little return. The client’s legacy compliance CRM provided no advanced sales and marketing capabilities.

Solution: Camarès developed a marketing plan, content, and onboarded client onto the Zoho platform: CRM, Marketing Hub, Sales IQ and Social. Like many CRMs Zoho does not integrate directly with compliance software services. Camarès developed a proprietary workflow that keeps the client in compliance. The client uses the Zoho system for robust automated sales and marketing to prospects and continues to use the legacy CRM to manage client accounts.

Result: With relevant messaging developed by Camarès and Zoho behavioral tracking client saw significant increase in prospect interest within weeks.

Camarès Moves Construction Company Off Spreadsheets & Onto Zoho One

CONSTRUCTION

Situation: A large, privately held growing construction company with revenues in access of $100+ million and on track to double in size within the year, was managing all estimating, proposals and project management on Google Sheets, DropBox, DocuSign and vertical construction software that scanned PDF files of blueprints and provided square footage data for estimating.

Challenge: Given the company’s size and growth projections having teams work inside of Google sheets was not sustainable. User actions were not auditable and errors were common. Individual sheets were used both for project tracking and reporting functions making them overly cumbersome to manage and not very insightful for reporting. Further, the client was struggling with accurate reporting and required an enhanced parent-to-many-children database structure for when they were bidding on the same project through different clients.

Camarès Delivered: extensive business-process consulting, planning and mapping across the entire organization developing a comprehensive business-process chart of enterprise sales, estimating and service delivery workflows. Camarès implemented of Zoho One specifically for sales, estimating and bid response. We delivered data migration, QC/testing, training live onsite, live remote and recorded. We set up an exclusive Zoho Desk Knowledge Center, with recordings and documentation specific to the client implementation, and ongoing support for tickets. Client ongoing engagement provides training for new hires, update meetings to address business growth plans and planning for future implementations.

Result: Use of Drop Box and DocuSign have been eliminated. Entire deal flow moved to Zoho CRM and all associated project files have are now stored on Zoho WorkDrive. Reporting is clean and clear. Errors have been greatly reduced. Workflows are efficient and optimized.

Camarès Takes Loan Servicer Off Of Spreadsheets & Onto Zoho One

Situation: The client began building a Loan Management System using Zoho Creator but stopped mid-process. The firm was using Zoho CRM, Contacts, Sales IQ, Meetings, Cliq, WorkDrive, and Forms. Zoho One applications were used by two marketers, the CEO, COO, Sales Manager, and Analyst. Finance was managed by QuickBooks Enterprise.

The client was managing loans from a large master multi-tab spreadsheet that listed its inventory of loans, borrowers, status, loan terms and the like. The spreadsheets were complex and not sustainable when used by more than one person, however the firm wished to maintain some of the spreadsheet components while sharing others with loan managers.

Solution: Camarès conducted extensive workflow process mapping and data design review.  We implemented Zoho One app: CRM, SalesIQ, Cliq, WorkDrive, and Forms. We setup Zoho CRM so that:

  • The client’s Admin would have full access to Asset data.
  • Asset Managers have limited access asset data, enough access to do their jobs in a efficient manner.
  • CRM data is download to a spreadsheet using a Microsoft Excel Add On, so the client is able to create its proprietary calculations out of CRM and share the spreadsheet only with high-level management.

    Camarès Delivered:

    • extensive business-process consulting,
    • planning and mapping across the entire organization,
    • implementation,
    • data migration,
    • QC/testing,
    • training live onsite, live remote and recorded,
    • Zoho Desk Knowledge Center, with recordings and documentation specific to client implementation, and
    • ongoing support for tickets, training for new hires, update meetings to address business growth plans and planning for future implementations.

    Result: All but the most complex computations, data tracking, and reporting are now occurring inside Zoho CRM. Workflows are streamlined and employees can work modifying mortgages without moving in and out of spreadsheets. Data is protected and workflows are clarified and controlled inside of CRM. The client is actively refining and requesting further modifications and additions to the workflows.

    Camarès Sets Up Fast Growing Events Manager To Grow Efficiently On Zoho One

    EVENTS & HOSPITALITY

    Situation: Events management company with critical in-field communications and robust event management requirements was running on Google Docs and mobile phones.

    Solution: Camarès assessed complete front-to-back operational requirements, designed a plan, workflows, and provisioned Zoho One.

    Result: Camarès implemented Zoho One: CRM, Bookings, Projects, Sign, Books and more. Integrating SMS text messaging across platform provided immediate communications, streamlining deal flow, and project execution.

    Camarès Brings Order With Zoho One To Fast Growing VC-Funded Start Up

    VC FUNDED

    Situation: A fast growing venture funded start up that sells prescription dietary supplements to facilitate better health through doctors, dietitians, medical practices, and corporate benefit groups. Products are sold through multiple channels.

    Objective: Among many other issues, the company was experiencing challenges tracking channel partners, signing, and onboarding them and then tracking the patient client purchases and associating them with channel partners. The company had pre-existing operations managed by Zoho CRM, NetSuite, Shopify, and Stripe. There were significant data dropouts between apps. The company struggled with series of systems that had grown organically and opportunistically but without any organization, database design or consistent workflows.

    Solution: Camarès worked closely with multiple stakeholders from each of the divisions. Planning was extensive as we determined which legacy systems to keep and which to modify. Our comprehensive business process consulting and workflow design using business process charting brought order to the data flow and discipline to the processes across multiple channels. Camarès delivered comprehensive business process consulting, planning, and mapping across the entire organization, implementation, data migration, QC/testing and a Zoho Desk Knowledge Center, with recordings and documentation specific to client implementation.  Ongoing engagement provides training  for new hires and update meetings to address business growth plans. 

    Results: NetSuite is now the source of truth for finance, Zoho is the source of truth sales management and reporting. Zoho One is now firmly footed inside the organization managing all marketing and sales operations. Inaccuracies in reporting have been eliminated.

    Camarès Takes VC Company To Next Round Fundraise

    INFO TECH B-TO-B

    Objective: IT services company selling monthly billable annual contracts needed to meet VC funders growth objective.

        Solution: Camarès quickly determined client customer need inflection points, and developed a comprehensive paid search, and advertising program that delivered highly qualified leads ready to buy.

            Results: Camarès achieved 658% ROI by month nine.

            Camarès Successfully Launches New Client Into Resistant Market

            EDUCATION

            Objective: Launch a single product that was a completely new concept to a very old and established marketplace.

            Solution: A new concept introduced to a market that was highly resistant to change. There were three distinct prospective customer types: institutions, teachers, and parents. Institutions were difficult to reach but would buy in bulk.Teachers were easier to find, but had to be convinced. Parents would not buy without teacher’s recommendations. The market size was difficult to measure and the price point relatively low: $30. The company was self-funded by the inventors with minimal funding, most of which was being spent on obtaining global patents.

                Results: Camarès and the client established product credibility through heavy use of social media, PR, and conferences. Monthly objective for month 12 was met in month two. At 36 months, company products were sold to buyers in every country in the world. Today the company is a fully established trusted leader in its industry.

                Camarès ReBrands Manufacturer For Aerospace Market Entry

                MANUFACTURING

                Objective: An established manufacturer serving the Fire and Safety markets wished to move aggressively into the Aerospace market.

                Solution: The company was well known in the market they dominated, but their branding was dated, and their communications did not speak to the demands of the Aerospace market. Camarès completed a full assessment of the firm’s market to determine its marketing assets. We conducted customer interviews, market research, and completed new market positioning.

                Result: Camarès identified then branded several existing areas inside the company creating new service lines. We completely rebranded the entire company developing all digital assets that positioned it powerfully to the Aerospace Industry.

                Camarès Rebrands Marine Engineering Company for Big Pitch

                MARINE ENGINEERING

                Objective: Specialty marine energy engineering firm required branding to increase new opportunities.

                Solution: Camarès worked with client to determine powerful differentiators and then developed a highly visual deck and video featuring global production values that communicated company expertise.

                Results: Facilitated communications with market stakeholders and opened business opportunities.

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