Zoho Implementation Success Stories: Galaxy Insurance – Digital Transformation by WiselyWise

Zoho Implementation Success Stories: Galaxy Insurance – Digital Transformation by WiselyWise

Revealing Galaxy Insurance Success Story

2020-Till date

galaxy insurance consultants

Zoho Implementation Success Stories: Galaxy Insurance Consultants. Welcome to our latest blog where we take a deep dive into the success story of Galaxy Insurance Consultants and how they were able to achieve digital transformation with the help of Zoho Implementation. Galaxy Insurance is a well-established provider of insurance solutions for businesses and individuals. With over 20 years of experience, the company has built a reputation for delivering expert advice, competitive rates, and exceptional customer service. Faced with the challenge of growing the company and aligning to global KPIs, the new CEO of Galaxy Insurance Consultants turned to WiselyWise for help. Together, they were able to implement Zoho One products and achieve significant improvements in efficiency, productivity and bottom line. In this blog post, we will be sharing the specifics of how they achieved this and how your business can too.

Zoho Implementation Success Stories Galaxy Insurance
Zoho Implementation Success Stories Galaxy Insurance

Clients

Countries

Average YEARS of EXPERIENCE

Brief on Zoho Implementation Success Stories: Galaxy Insurance Consultants

Introduction

Galaxy Insurance Consultants is a well-established provider of insurance solutions for businesses and individuals. With over 20 years of experience, the company has built a reputation for delivering expert advice, competitive rates, and exceptional customer service. Specializing in providing insurance for small and medium-sized businesses, including liability, property, workers’ compensation, and more. The company’s team of experienced professionals is committed to understanding clients’ unique needs and providing customized insurance solutions. Galaxy Insurance Consultants also offers a wide range of personal insurance options, including auto, home, life, and health insurance. As an independent agency, the company works with multiple insurance companies to find the best coverage at the most competitive rates for clients.

Challenge

Galaxy has undergone major re-organization with a new CEO coming in and stake acquisition by a larger organization. The new CEO has been mandated to grow the company and align to global KPIs. The CEO discussed with WiselyWise how to Digitally Transform his organization without increasing Capex costs or headcount.

Solution

WiselyWise management team had multiple discussions with the CEO and finally advised him on the potential of Zoho One products. A thorough analysis by WiselyWise indicated that implementing Zoho One products would help meet his business goals and Objectives as Zoho One could effectively be the “Operating System of his Business”. WiselyWise negotiated with Zoho Corp on the best possible licensing and also carried out an extensive requirements-gathering exercise. Based on these, strategic decisions were taken to lift and shift their current Zoho People product from European Data Center to Australia DC while ensuring complete Data migration. WiselyWise then advised Galaxy on various aspects of Zoho One implementation. They realized that effective Zoho products Implementation requires working with a Reliable & Authorized Zoho Partner. Given the long-term relationship between Galaxy and WiselyWise, they decided to engage WiselyWise for this Implementation requirement. WiselyWise proceeded to implement Zoho One products including CRM, Desk, People, Books, Invoices, and Expenses for all Galaxy employees. It also had the scope of Integrating these products to the client’s critical in-house Insurance software products and Microsoft products. Working through the COVID Pandemic, the WiselyWise team of Experts implemented all products and integrated them successfully within 8 months while ensuring adherence to the timeline of the project submitted to the regulatory agencies by the client. The Galaxy team was well-trained in all aspects of using and maintaining the Zoho products. It was one of the most complex Zoho projects in Singapore requiring additional aspects of data privacy, and integrity.

Conclusion : Zoho Implementation Success Stories Galaxy Insurance

Galaxy Insurance Consultants’ successful digital transformation with Zoho One and WiselyWise is a testament to the power of working with a reliable and authorized Zoho partner. By engaging WiselyWise, Galaxy was able to achieve its business goals and objectives without increasing Capex costs or headcount. WiselyWise’s team of experts was able to successfully implement and integrate all Zoho products in a timely manner, even during the COVID pandemic. The company has seen improvements in efficiency and productivity, as well as an increase in its bottom line due to streamlined operations. With better alignment with global KPIs and enhanced customer service, Galaxy Insurance Consultants has set itself up for continued success in the future.

N

Increased bottom line with streamlined operations

N

Increase in Employee Productivity due to Successful digital transformation of business operations

N

Achieved regulatory compliance and data privacy

N

On-time Reporting due to Better alignment with global KPIs

Working with WiselyWise has been a great experience for us at Galaxy Insurance Consultants. They have helped us successfully digitize our business operations with Zoho One and have been a valuable partner in our journey to growth and alignment with global KPIs. Their team of experts was able to implement and integrate all products in a timely manner, even during the COVID pandemic. Their guidance and support have been instrumental in ensuring the success of our digital transformation.

Mr. Sunil Chugani

CEO, Galaxy Insurance Consultants

Ready to Grow?

Get in Touch

Zoho Implementation Success Stories: The Air Station – Unlocking significant success with WiselyWise Delivery

Zoho Implementation Success Stories: The Air Station – Unlocking significant success with WiselyWise Delivery

Discover The Air Station Success Story

2020-Till date

the air station

Zoho Implementation Success Stories: The Air Station. Welcome to our latest blog, where we dive into the real-life success stories of how The Air Station, Singapore’s leading distributor of world-class continuous positive airway pressure (CPAP) technology, unlocked significant success through their implementation of Zoho. With the help of WiselyWise Delivery, they have been able to streamline their operations and improve their bottom line. In this blog, we will be sharing with you the specifics of how they achieved this, and how you can too.

the air station
Zoho Implementation Success Stories The Air Station

SLEEP labs

in-house polysomnographic technologists

YEARS of EXPERIENCE

Brief on Zoho Implementation Success Stories: The Air Station

Introduction – Realizing Business Goals with Zoho: The Air Station’s Implementation Success Story

The Air Station (TAS) is Singapore’s leading and largest distributor of world-class continuous positive airway pressure (CPAP) technology. They provide a one-stop solution for all Respiratory Care, CPAP, and Sleep Apnea needs, from diagnostic to therapy. Their goal is to provide ground-breaking innovations in sleep therapy at affordable prices to help customers breathe easy at night. TAS was newly incorporated across 3 different countries in Southeast Asia. They wanted to automate key business processes, support their salespersons with managing customer relationships in a remote model, and ensure their financial and accounting systems were in place from day one.

Challenges

TAS faced several challenges when it came to implementing Zoho products. Firstly, They were newly incorporated across 3 different countries in Southeast Asia, so they needed to automate key business processes, support their salespersons with managing customer relationships in a remote model, and ensure their financial and accounting system was in place from day one. Additionally, the COVID-19 pandemic posed a challenge in terms of deadlines and training employees.

Solution

TAS decided to outsource this work to WiselyWise, who convinced them to conduct a paid requirements-gathering project for 8 weeks. Following that, WiselyWise provided a complete project proposal to implement the Zoho One suite. TAS outsourced the implementation project to WiselyWise, and amidst the challenges posed by the COVID-19 pandemic, WiselyWise successfully implemented the products for TAS within the deadlines. TAS was able to go live on their scheduled date as the Zoho products were ready to be used by their employees and vendors. WiselyWise had trained them adequately well in advance, thus avoiding bottlenecks. TAS knew that effective Zoho products Implementation requires working with a Reliable & Authorized Zoho Partner. Given the long-term relationship between TAS and WiselyWise, they decided to engage WiselyWise for this Implementation requirement. The products such as Zoho One, Zoho CRM, Zoho Inventory, Zoho Books, and Zoho Mail were implemented for TAS. WiselyWise continues to be the License Partner as well as the ongoing Support partner for TAS to date.

Benefits

By implementing Zoho products with WiselyWise, TAS was able to automate key business processes, support their salespersons with managing customer relationships in a remote model, and ensure their financial and accounting system was in place from day one. The implementation was done successfully amidst the challenges posed by the COVID-19 pandemic, and TAS was able to go live on their scheduled date. The employees and vendors were ready to use the products as they were trained well in advance, thus avoiding bottlenecks.

Conclusion – Zoho Implementation Success Stories: The Air Station

The Air Station’s successful implementation of Zoho products with WiselyWise’s guidance and support demonstrates the importance of working with a reliable and authorized Zoho Partner. This partnership allowed TAS to achieve its goals of automating key business processes, supporting salespersons with managing customer relationships in a remote model, and ensuring financial and accounting system was in place from day one, even amidst the challenges posed by the COVID-19 pandemic. The long-term relationship with WiselyWise as their License Partner and ongoing Support partner ensures that TAS continues to benefit from their expertise and support in using the Zoho products effectively. This case study serves as a testament to the effectiveness of WiselyWise’s implementation methods and their commitment to ensuring the success of their clients.

N

Increased Pipeline due to Automation

N

Reduced Costs by minimizing paperwork and delays

N

Improved Revenue Cycles through Better Customer Retention

“Working with WiselyWise was a game-changer for TAS. Their guidance and support helped us achieve our objectives of automating key business processes, supporting our salespersons with managing customer relationships in a remote model and ensuring our financial and accounting was in place from day one. Despite the challenges posed by the COVID-19 pandemic, WiselyWise successfully implemented the products for TAS within the deadlines. I highly recommend them to any business looking to implement Zoho products.

Ms. Brenda Liao

Director, The Air Station

Ready to Grow?

Get in Touch

Streamlining Operations and Enhancing Customer Interaction: EASMED Asia’s Journey with WiselyWise’s Customer Success Delivery Model for Zoho Products

Streamlining Operations and Enhancing Customer Interaction: EASMED Asia’s Journey with WiselyWise’s Customer Success Delivery Model for Zoho Products

Discover the EASMED Success Story

2018-Till date

EASMED ASIA

Zoho Implementation Success Stories: EASMED Asia, a leading medical device distributor in Southeast Asia, embarked on a journey to revolutionize their business operations and customer engagement. With the help of WiselyWise’s new Customer Success Delivery Model, they successfully implemented Zoho products, resulting in a streamlined and efficient operation and an elevated customer experience. Join us as we take a closer look at EASMED Asia’s inspiring success story.

zoho implementation success stories easmed

Patients Served

countries

staff supported

Brief on Zoho Implementation Success Stories : EASMED

EASMED Asia is a leading medical device distributor in Southeast Asia, specializing in the fields of ENT, General Surgery, Urology, Sleep Medicine, and Respiratory & Critical Care. With over 150 employees across 5 countries, EASMED is committed to raising the standard of care for their customers. However, in order to achieve a smoother operation and a higher level of interaction with customers, EASMED recognized the need to implement Zoho products into their business.

Challenges

EASMED faced several challenges when it came to implementing Zoho products. Firstly, they had a short time frame to implement over 50 products. Additionally, they lacked the in-house talent and expertise to implement these products effectively.

Solution

EASMED decided to outsource this work to WiselyWise, who offered a Customer Success Delivery Model. WiselyWise quickly assembled a team of experts who were carefully selected to have the combined expertise to implement the majority of Zoho products and provide various services in an Agile method. This was a wise decision by EASMED as it ensured that they were working with a reliable and authorized Zoho Partner. Furthermore, the long-term relationship between EASMED and WiselyWise provided additional benefits.

Benefits

By implementing Zoho products in an Agile method with WiselyWise, EASMED was able to achieve its time-to-market objectives and improve employee buy-in. This led to faster adoption and a lower learning curve for employees, resulting in a faster return on investment. Additionally, the delivery model allowed for great flexibility to prioritize products in an Agile mode with a monthly predictable cost. The products implemented included ZohoOne, Zoho CRM, Zoho Books, and Zoho Bookings.

Conclusion – EASMED’s Successful Zoho Implementation

EASMED Asia’s successful implementation of Zoho products with WiselyWise’s Customer Success Delivery Model demonstrates the importance of working with a reliable and authorized Zoho Partner. This partnership allowed EASMED to achieve its goals of streamlining operations and enhancing customer interaction, resulting in a higher standard of care for their customers.

N

Faster Return on Investment due to Quick Implementation

N

Avoided Cash Flow issues given the Monthly Fixed Price

N

Increased Revenue Potential through enhanced customer interactions

“We have a long standing relationship with WiselyWise and they bring a Professional Customer Success Delivery Team for all Implementations”

Lee Wei Jian

IT Manager, EASMED ASIA

Ready to Grow?

Get in Touch

Master the Best Practices for Zoho CRM Implementation

Master the Best Practices for Zoho CRM Implementation

Best practices for Zoho CRM implementation – Implementing a CRM system can be a complex process, but it is essential for businesses looking to streamline their operations and improve customer relationships. Zoho CRM is a popular choice for businesses of all sizes, and there are a few key best practices to follow to ensure a successful implementation. In this post, we’ll explore some expert tips and case studies to help you make the most of your Zoho CRM investment.

The only way to do great work is to love what you do.” – Steve Jobs

Now let’s go through the best practices for Zoho CRM implementation.

Real-world examples of businesses that have successfully implemented Zoho CRM

To get ideas and inspiration for implementing Zoho CRM in your own business, it can be helpful to learn from businesses that have successfully used the platform. Zoho CRM has a collection of case studies featuring businesses of all sizes and industries, sharing their experiences and best practices for using the platform.

Tips and best practices for implementing Zoho CRM in your own business

Here are some tips and best practices for implementing Zoho CRM in your own business:

  • Define your goals and needs: Before you start implementing Zoho CRM, it’s important to define your goals and assess the specific needs of your business. This will help you choose the right Zoho CRM plan and ensure that the platform meets your needs.
  • Set up your system properly: Proper setup is key to ensuring that you get the most out of your CRM system. Make sure to import your customer data, configure the system to meet your specific needs, and train your team on how to use the platform.
  • Monitor and optimize your performance: To get the most out of your CRM system, you’ll need to track key metrics and optimize your performance over time. This could involve making adjustments to your marketing campaigns, customer service processes, or sales processes.
  • Customize and integrate: To make sure that Zoho CRM meets the changing needs of your business, you may need to customize the platform or integrate it with other business tools. This could involve adding custom fields, creating custom reports, or integrating with other platforms.
  • Stay up to date: Zoho CRM is constantly updating and adding new features to the platform. Make sure to stay up to date with these updates to ensure that you’re getting the most out of the system.

By following these tips and best practices, you can ensure that your Zoho CRM implementation is successful and helps your business grow.

The Complexities of Self-Implementing Zoho CRM: Why It’s Best to Leave it to the Experts

It is possible for customers to implement Zoho CRM themselves, but it is not recommended due to the complexity of the process. Customers will need to assess their current operations and decide on the features they need to improve them, including identifying which segments of their customer base to focus on, which fields to track, and what kind of reporting is needed. They will also need to decide on the best way to integrate their existing systems and data into the platform and properly configure their account, which involves setting up user accounts, assigning roles, and customizing the layout.

In addition, customers will need to determine how to best use the platform for their business, including setting up marketing campaigns, automating processes, and setting up workflows. This requires a thorough understanding of how the platform works and how it can be used to achieve the desired outcomes.

Overall, implementing Zoho CRM is a complex process that requires a deep understanding of the platform, technical knowledge and experience, and the ability to properly configure it for a business. It is best for an experienced professional to handle the task.

Experience Success with the Best Zoho CRM Implementation from WiselyWise!

WiselyWise is a leading provider of Zoho CRM implementation services, with a team of highly experienced professionals and a successful track record in completing a wide range of projects. The company offers a wide range of services to ensure that your CRM implementation is successful, cost-effective, and reliable, and provides guidance and support throughout the entire process. 

WiselyWise has a team of domain experts with years of industry experience who can provide valuable insights and advice. The company is committed to customer satisfaction and provides ongoing support and maintenance services to ensure that your CRM system is running smoothly and efficiently. WiselyWise offers a comprehensive support package that includes training, troubleshooting, and technical support. 

By outsourcing your Zoho CRM implementation project to WiselyWise, you can be sure that you are getting the best possible implementation from a team of skilled professionals who are dedicated to your success.

Streamlined Sales and Increased Efficiency: A Success Story with WiselyWise and Zoho CRM

Customer Profile:

ABC Corporation is a medium-sized manufacturing company with a global customer base and a growing sales team.

Problems Faced by Customer:

ABC Corporation was using a variety of disconnected systems to manage customer relationships, including separate systems for sales, marketing, and customer service. This made it difficult for the company to get a complete view of its customers and led to inefficiencies and missed opportunities. The company was also struggling with outdated and manual processes, which were time-consuming and prone to errors.

Why They Chose WiselyWise:

ABC Corporation chose WiselyWise as its Zoho CRM implementation partner because of the company’s reputation as a leader in Zoho CRM implementations. The company was also impressed by WiselyWise’s team of experienced professionals and their ability to provide comprehensive implementation solutions.

Solution Provided by WiselyWise:

WiselyWise worked with ABC Corporation to assess the company’s needs and develop a customized CRM solution that would integrate with the company’s existing systems and processes. The team provided training and support to ensure that the CRM system was being used effectively by the sales team. The company also provided ongoing maintenance and support to ensure that the system was running smoothly and efficiently.

Testimonial by Customer Decision Maker:

“We are very happy with the Zoho CRM implementation provided by WiselyWise. The team was professional, knowledgeable, and responsive, and they worked closely with us to understand our business needs and provide the best solution. The CRM system has streamlined our sales processes and given us a complete view of our customers, which has helped us grow our business. We highly recommend WiselyWise to any company looking to implement Zoho CRM.” – Brenda, Director of ABC Corporation

Free Guide for your Zoho CRM Implementation

Maximize your CRM investment with this Ultimate Guide to Zoho CRM Implementation

zoho crm implementation guide by wiselywise

Maximizing the Benefits of Zoho CRM: Expert Tips for Getting the Most Out of Your CRM System

Maximizing the Benefits of Zoho CRM: Expert Tips for Getting the Most Out of Your CRM System

Maximize the benefits of Zoho : Tips & Tricks for Success – As a business owner, it’s important to continuously monitor and optimize the performance of your CRM system to ensure that it’s meeting the needs of your business.

Zoho CRM offers a range of analytics and reporting tools to help you track key metrics and make improvements over time. In addition, the platform offers customization options to ensure that it stays relevant as your business evolves.

Integrating Zoho CRM with other tools and platforms can also help streamline your operations and improve efficiency.

Finally, it’s essential to stay up to date with new features and updates to make sure you’re getting the most out of the platform.

As the famous quote goes, “The only constant is change.”

Stay on top of changes in the CRM world and you’ll be set for success. Let’s now review the tips & tricks.

Tracking key metrics and optimizing performance over time : Optimize the performance of Zoho CRM

Implementing a CRM system is just the beginning. To truly get the most out of your system, you’ll need to monitor its performance and optimize it over time. This could involve tracking key metrics, such as customer satisfaction and sales conversion rates, and making adjustments to improve those metrics.

Zoho CRM offers a range of analytics and reporting tools to help you track key metrics and optimize your performance. For example, you can use the sales forecasting feature to predict future sales and identify areas for improvement. You can also use the customer analytics feature to understand your customer demographics and behaviors, and adjust your marketing and sales strategies accordingly.

Customizing Zoho CRM to meet the changing needs of your business : Maximize the value of Zoho CRM

As your business grows and evolves, you may find that your CRM needs change as well. Zoho CRM offers a range of customization options to help you tailor the platform to meet the specific needs of your business. You can add custom fields, create custom reports, and integrate with other business tools to ensure that Zoho CRM meets your changing needs.

Integrating Zoho CRM with other business tools and platforms : Extract the maximum benefit from Zoho CRM

Zoho CRM can be integrated with a variety of other business tools and platforms, such as email marketing platforms, accounting software, and project management tools. By integrating Zoho CRM with these tools, you can improve efficiency and streamline your operations.

For example, you can integrate Zoho CRM with Zoho Books (accounting software) to automatically sync customer and financial data. You can also integrate Zoho CRM with Zoho Campaigns (email marketing software) to create personalized marketing campaigns based on customer data.

Staying up to date with new features and updates

Zoho CRM is constantly updating and adding new features to the platform. To make sure you’re getting the most out of the system, it’s essential to stay up to date with these updates. This could involve taking advantage of new features and tools or adopting new best practices for using the platform.

You can stay up to date with Zoho CRM by subscribing to the company’s newsletter, following them on social media, or attending webinars and events. This will help you stay informed about new developments and ensure that you’re getting the most out of your Zoho CRM.

I am sure you have learnt how to Maximize the benefits of Zoho CRM. Don’t forget to read our other posts to know more about how we could help you gain maximum ROI from your investment in CRM.

 

Free Guide for your Zoho CRM Implementation

Maximize your CRM investment with this Ultimate Guide to Zoho CRM Implementation

zoho crm implementation guide by wiselywise