Situation: U.S.-based lighting company providing product sales, equipment rentals, and professional services, including design, consultation, and technical support. Following a period of growth through mergers and acquisitions operated with multiple disconnected systems, prompting a need to unify operations while preserving critical rental workflows Camarès replaced a fragmented stack of subscription tools with Zoho One, while preserving a legacy rental system as a required system of record.
Challenge The company managed e-commerce sales, warehouse fulfillment, equipment rentals, and custom projects using disconnected systems and manual workflows. This created operational friction, limited visibility, and made onboarding dependent on tribal knowledge. The company needed a unified platform that could scale.
Solution Camarès implemented Zoho One as the centralized operating platform, integrating it with several must-have legacy apps. The solution unified sales, inventory, finance, project delivery, customer support, and document management, while introducing automation and governance.
To ensure adoption, Camarès delivered 45+ custom click-by-click training guides in Zoho Learn and conducted live, on-site training prior to go-live. The guides now serve as Olden’s corporate process documentation and onboarding curriculum.
Zoho Apps Implemented
- Zoho CRM — replaced Hubspot
- Zoho Inventory — replaced StoneEdge
- Zoho Books — replaced Zoho Books
- Zoho Projects — replaced Monday and Trello
- Zoho Desk
- Zoho Forms
- Zoho Sign
- Zoho Analytics
- Zoho Learn
Results
- Consolidated multiple subscriptions into a single Zoho One platform
- Automated fulfillment, quoting, and change-order workflows
- Improved visibility across sales, inventory, finance, and projects
- Faster onboarding using Zoho Learn as a centralized knowledge base
- Scalable operations
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.
