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.
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.
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.
