Case studies
See how Nuagix helps organizations of every size and sector implement and optimize Zoho One. Here are a few case studies from our recent projects.
Case study: Pixim Solutions’ move to Zoho One
Client: Pixim Solutions inc.
Industry: Printing and custom solutions for a range of industries.
Nuagix’s role: Zoho Premium Partner
Pixim Solutions wanted to set up and optimize a series of Zoho One–based solutions, including Zoho CRM, Zoho Inventory, Zoho Projects, Zoho Forms, Zoho Social and Zoho Analytics, to efficiently manage its inventory, projects and sales processes. The project covered configuring these tools, integrating them and training users.
Project objectives
- Optimize contact and lead management with Zoho CRM to centralize customer, lead and opportunity relationships.
- Improve inventory management with Zoho Inventory to track stock, orders and suppliers.
- Manage projects and collaboration through Zoho Projects.
- Improve performance visibility with custom reports in Zoho Analytics.
- Optimize communication with prospects using Zoho Forms.
- Optimize social media management with Zoho Social.
Rollout plan
The project ran in five phases: planning and needs analysis (2 weeks), configuration and integration of Zoho modules (3 weeks), user training (1 week), testing and optimization (1 week), then go-live and post-launch follow-up (2 weeks).
Measures of success
- Active adoption of the Zoho modules by the Pixim Solutions team.
- Fewer errors thanks to process automation.
- Better visibility into performance through reports and dashboards.
- High satisfaction with the tools and the training provided.
- More than 25% less time spent on administrative and follow-up tasks thanks to process automation.
- Greater efficiency and profitability through the full integration of Zoho One.
Conclusion
With Zoho One integrated and a tailored approach, Pixim Solutions is better equipped to manage its processes, boost productivity and reach its strategic goals. Nuagix delivered a turnkey solution, with comprehensive training and post-launch follow-up.
Zoho optimization for Omnikin Solutions
Client: Omnikin
Nuagix’s role: Deployment lead
Omnikin is internationally recognized for developing, manufacturing and distributing equipment for Kin-Ball, a fast-growing cooperative sport, especially popular in schools and institutions. The project involved implementing Zoho One to centralize, optimize and structure all of its operations around contact management, events, leads, marketing and sales follow-up.
Challenges before Zoho One
Omnikin relied on several separate tools (HubSpot, Mailchimp, Unbounce, Zapier and other satellite tools), which led to fragmented and duplicated data, fragile automations, difficulty connecting events, leads and follow-ups, and too much time spent on technical management instead of the organization’s mission.
Target vision with Zoho One
- A single, centralized database.
- End-to-end management of lead-generating events.
- Structured tracking of schools, organizations and partners.
- Native automation of communications and follow-ups.
- Clear dashboards on impact and growth.
- A drastic reduction in third-party tools and indirect costs.
- More than 25% less time spent on technical tool management, freeing up time for the organization’s mission.
Deliverables
Zoho CRM configured (contacts, organizations, events, leads), dedicated pipelines for lead-generating events, Zoho Campaigns, Zoho Forms, Zoho Analytics, plus architecture documentation, user procedures and user training. The rollout spanned 10 to 12 weeks.
Conclusion
With Zoho One and Nuagix’s guidance, Omnikin now has a robust, scalable and cohesive platform that can sustainably support its mission of bringing Kin-Ball to schools and organizations, while strengthening its operational performance.
Case study: implementing Zoho for Centre Marie-Ève
Centre Marie-Ève supports women during pregnancy and the first years after birth. To support its activities and service points, the organization needed to better structure its data, simplify workshop management and get faster access to statistics.
The challenge
- Scattered information and sector-based segmentation that was hard to maintain.
- Workshop management requiring lots of checks (attendance, allergies, reasons for absence) and follow-up.
- Some data synced from external tools, with a risk of re-entry.
- Reports and statistics that took longer to produce, making them less useful for decision-making.
- A need for a security and governance framework for access and changes.
The solution
- Implementation and customization of Zoho CRM as the central system.
- A Workshops module and simple forms to make field data entry easier.
- Automations and functions to calculate participants and attendance.
- Dashboards and reports in Zoho Analytics for tracking and reviews.
- Secured access (profiles, roles) and rollout of Zoho Vault.
The results
- A centralized, better-structured database.
- Smoother workshop management with less manual entry.
- More reliable segmentation by sector and access profile.
- Faster access to statistics through dashboards, with more than 25% less time spent producing reports.
- A security and governance framework that makes the system easier to evolve.
Key takeaways for the organization
By consolidating its operations in Zoho, Centre Marie-Ève gains clarity, consistency and tracking capacity. The project emphasized adoption (simple forms) as much as robustness (data, permissions, reports).
Want to discuss a similar project for your organization? Book a Zoom meeting with our team.