Zoho case studies
How growing businesses fixed sales, finance and operations on Zoho — the decision each one faced, what changed, and what they learned along the way.
Showing all 6 case studies
+1 more stages
Right-sizing the CRM, staging the commercial workflow and seeing a WhatsApp integration through to completion.
Result Right-sized CRM foundation in place
Consumer goods & distribution FMCG export distribution
A specialist team, agile prioritisation and one predictable monthly cost for a five-country medical-device distributor.
Result Time-to-market objectives met
Healthcare & life sciences Medical-device distribution
EASMED Asia
“Working with WiselyWise was a game-changer for TAS.”
Brenda LiaoThe Air Station case study
Eight weeks of requirements work, then sales, inventory and accounts live on the scheduled date — during COVID-19.
Result Go-live on the scheduled date
Healthcare & life sciences Respiratory & sleep-therapy (CPAP) distribution
The Air Station
Zoho One across the business, a data-centre migration and integrations, delivered in eight months to a regulator-agreed timetable.
Result One platform across the business
Financial services Insurance broking
Galaxy Insurance Consultants
CRM, Inventory and Books on Zoho One, plus a portal where dealers place, view and track repeat orders.
Result Dealers view and track their own orders
Healthcare & life sciences Pharmaceutical wholesale
REM Alliance
+2 more stages
Tracing billing across CRM, Creator, Flow and Books, pushing Zoho for a safe test path, and an independent view of an AI renewal tool.
Result Risks and open questions made explicit; full remediation not completed
Financial services Insurance broking
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