top of page

How I saved my client over $3K per year by switching to Zoho One



Introduction

Our client is a grant writer and municipal consultant. They are selling their services to government agencies that need help with writing grants, contracting and procurement processes, as well as general organizational improvement.


Their business has been growing steadily over the last few years; however, their administrative workflow was very manual and time-consuming. The client spent hours each week on tasks such as managing documents, project management, expenses and contracts. This was causing delays in his ability to deliver quality work for clients and increasing his workload significantly.


To address these needs we recommended Zoho One as a solution to address the needs of our client. By switching to Zoho One, our client will be able to spend more time creating content, less time managing data and can save over $3,000 per year


Client is a grant writer and municipal consultant.

Clients are a grant writer and municipal consultant. They have a small business that is based on providing services to other businesses, as well as government agencies.


Clients' business model is based on receiving grants from foundations, corporations and government agencies for research projects or consulting services. This means they must submit proposals to these entities in order to get paid for their work.


Client's workflow was very manual.

In order to save time and money, I had to first understand the client's workflow. They were using multiple tools and spending hours on administrative tasks each week. Their data was spread across all these tools, which meant they had no single source of truth for their business information.


I started by creating a diagram showing all the different services being used by the client (Excel spreadsheet, Google Sheets, Salesforce). Then I mapped out how each service was connected with other services like Zapier (automated workflow automation software).



Client was spending hours each week on administrative tasks.

You're the client, and you're spending hours each week on administrative tasks. You know it's not efficient, but there's just no other way to get things done.


You're spending hours each week on data entry and data management. Your team is too busy collecting information from various sources and entering it into spreadsheets or databases, which takes up valuable time that could be better spent elsewhere.


I recommended Zoho One as a solution to address the needs of our client.

I recommended Zoho One as a solution to address the needs of our client. It's a cloud-based business management suite that covers all the bases, from finance to project management to CRM. It's easy to set up and use with no need for training or support.


I've been using Zoho One since it was first released in 2011, so I'm very familiar with its capabilities. It has everything you need--and then some!


By switching to Zoho One, our client will be able to spend more time creating content, less time managing data, and can save over $3,000 per year.

By switching to Zoho One, our client will be able to spend more time creating content, less time managing data, and can save over $3,000 per year.



Zoho One is a cloud-based business management solution that offers a suite of integrated business applications. It has a wide range of features that can help you run your business more efficiently including:

  • CRM - helps you manage customer relationships by tracking leads and opportunities in real-time;

  • Email Marketing - send mass emails or create personalized messages based on customer behavior or demographics;

  • Workflows - automate repetitive tasks through customizable workflows;

  • Forms - create surveys or signup forms easily without coding experience (this feature is great for startups);

Zoho One is the best solution for your business

Zoho One is the best solution for your business. It's a cloud-based business suite that includes CRM, ERP, eCommerce and other apps.


As an online software service provider, it offers integration with Google Apps and Office 365 as well as compatibility with Salesforce or Microsoft Dynamics 365.


Zoho One has been designed from the ground up with small businesses in mind so you can get started quickly without having to spend months on training or learning how to use new tools. zoho One also works great for growing businesses because it offers unlimited users and storage space along with 24/7 support via phone or chat if you need help getting setup with your new system!

If you're ready to try out Zoho One for yourself then head over here:



Conclusion

Zoho One is the best solution for your business. It's easy to use and will save you time and money by automating your business processes. If you want to learn more about how zoho one can help with your business, contact us today!



For more information about putting this information to work at your organization contact Bryan at (203) 954-5121 or bryan@tangibleconsult.com.



2 views0 comments

Comments


bottom of page