Zoho CRM and Custom Vendor Portal Implementation for a Public Charter School

Client

Industry

Project size

1-50 employees

Centers of expertise

Continuous Improvement

context

The Cottonwood School is a free public charter school based in California. This organization matches children with credentialed home school teachers with instructional funds. They also need to make it easy for home school teachers to subscribe as credential teachers for parents to build their child’s educational programs.

Solutions

Review and improvement of Zoho CRM database.

Automated vendor subscription process with Zoho CRM, Forms and Sign.

Vendor portal and catalog in Zoho Creator.

Gains

Simpliﬁed and automated vendor subscription process allowing for better vendor service quality with less eﬀort.
Real time vendor catalog for parents which is live on the organization’s website for better service quality.
Vendor portal allowing them to update their information and documentation, therefor reducing customer service eﬀorts.

Satisfaction and achievement of objectives

Satisfaction with interventions

Testimonial

“The Cottonwood School’s partnership with NSI has been transformative. The seamless integration of Zoho CRM, Forms, and Sign has not only streamlined administrative processes but has also elevated the overall satisfaction of homeschool teachers and parents, fostering a dynamic and collaborative educational environment.”
Summer Hottinger
Assistant Director of Business Services