{"id":3971,"date":"2024-10-29T16:09:41","date_gmt":"2024-10-29T20:09:41","guid":{"rendered":"https:\/\/nsisolution.com\/?post_type=resultat&#038;p=3971"},"modified":"2024-10-30T10:36:36","modified_gmt":"2024-10-30T14:36:36","slug":"zoho-one-implementation-for-sales-marketing-and-project-management","status":"publish","type":"resultat","link":"https:\/\/nsisolution.com\/en\/case-studies\/zoho-one-implementation-for-sales-marketing-and-project-management\/","title":{"rendered":"Zoho One Implementation for Sales, Marketing, and Project Management"},"content":{"rendered":"\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading\">context<\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p>Metropolitan West (MetWest) is a premier full-service window film and wall graphics company, trusted by Fortune 500 clients for over 25 years. Its exceptional products and innovative solutions deliver unparalleled office environments. From cutting-edge designs to energy-efficient solutions, it is committed to creating breathtaking spaces that enhance beauty, comfort, and environmental sustainability.<\/p>\n\n\n\n<p>MetWest wishes to implement Zoho applications in its daily operations to improve processes, consolidate its tech stack, and avoid duplicate data entries between different teams.<\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group block-solutions has-gray-background-color has-background\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading\">Solutions<\/h2>\n\n\n\n<p><\/p>\n\n\n\n<p><strong><a href=\"https:\/\/www.zoho.com\/crm\/\">Zoho CRM<\/a><\/strong> to manage leads, accounts, contacts, and deals.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>Migration from Accelo to <strong><a href=\"https:\/\/www.zoho.com\/projects\/\">Zoho Projects<\/a><\/strong> for seamless integration with Zoho CRM.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong><a href=\"https:\/\/www.zoho.com\/sign\/\">Zoho Sign<\/a><\/strong> to send quotes directly to clients from Zoho CRM.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>A digital transformation of the estimation process<\/strong>, moving from spreadsheets to a complete estimation module in Zoho CRM.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>A detailed mapping of sales and project management processes<\/strong> to identify inefficiencies and develop improvement plans.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>A complete migration from Hubspot to <strong><a href=\"https:\/\/www.zoho.com\/social\/\">Zoho Socia<\/a>l, <a href=\"https:\/\/www.zoho.com\/campaigns\/\">Zoho Campaigns<\/a>, <\/strong>and <strong><a href=\"https:\/\/www.zoho.com\/salesiq\/\">Zoho SalesIQ<\/a><\/strong> for respective processes.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-columns block-gains-temoignages is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading\">Gains<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>End-to-end deal management optimization: Streamlining deal management through the use of Blueprints in Zoho CRM.<\/li>\n\n\n\n<li>Automated quote estimation: Reducing calculation errors and saving time with primarily automated estimation, allowing for a monthly saving of 20 to 40 hours of manual work.<\/li>\n\n\n\n<li>Simplified project management: Automatic project information population in Zoho CRM as soon as a deal is closed.<\/li>\n\n\n\n<li>Seamless transition to Zoho One: Migration of non-integrated applications and spreadsheets to Zoho One with minimal downtime.<\/li>\n\n\n\n<li>Real-time synchronization of Zoho tools: Effective lead tracking through real-time synchronization between Zoho CRM, Zoho Campaigns, Zoho Social, and Zoho Sales IQ.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Satisfaction and achievement of objectives<\/strong><\/h3>\n\n\n\n<div class=\"wp-block-group is-nowrap is-layout-flex wp-container-core-group-is-layout-ad2f72ca wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"33\" height=\"31\" src=\"https:\/\/nsisolution.com\/wp-content\/uploads\/2022\/11\/ico-star.svg\" alt=\"\" class=\"wp-image-1389\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"33\" height=\"31\" src=\"https:\/\/nsisolution.com\/wp-content\/uploads\/2022\/11\/ico-star.svg\" alt=\"\" class=\"wp-image-1389\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"33\" height=\"31\" src=\"https:\/\/nsisolution.com\/wp-content\/uploads\/2022\/11\/ico-star.svg\" alt=\"\" class=\"wp-image-1389\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"33\" height=\"31\" src=\"https:\/\/nsisolution.com\/wp-content\/uploads\/2022\/11\/ico-star.svg\" alt=\"\" class=\"wp-image-1389\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"33\" height=\"31\" src=\"https:\/\/nsisolution.com\/wp-content\/uploads\/2022\/11\/ico-star.svg\" alt=\"\" class=\"wp-image-1389\"\/><\/figure>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Satisfaction with interventions<\/strong><div class=\"wp-block-group is-nowrap is-layout-flex wp-container-core-group-is-layout-3 wp-block-group-is-layout-flex\" style=\"-webkit-font-smoothing: antialiased; flex-wrap: nowrap; font-family: Ubuntu, Arial, Helvetica, sans-serif; font-size: 16px; font-weight: 400; white-space-collapse: collapse;\"><\/div><\/h3>\n\n\n\n<div class=\"wp-block-group is-nowrap is-layout-flex wp-container-core-group-is-layout-ad2f72ca wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"33\" height=\"31\" src=\"https:\/\/nsisolution.com\/wp-content\/uploads\/2022\/11\/ico-star.svg\" alt=\"\" class=\"wp-image-1389\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"33\" height=\"31\" src=\"https:\/\/nsisolution.com\/wp-content\/uploads\/2022\/11\/ico-star.svg\" alt=\"\" class=\"wp-image-1389\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"33\" height=\"31\" src=\"https:\/\/nsisolution.com\/wp-content\/uploads\/2022\/11\/ico-star.svg\" alt=\"\" class=\"wp-image-1389\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"33\" height=\"31\" src=\"https:\/\/nsisolution.com\/wp-content\/uploads\/2022\/11\/ico-star.svg\" alt=\"\" class=\"wp-image-1389\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"33\" height=\"31\" src=\"https:\/\/nsisolution.com\/wp-content\/uploads\/2022\/11\/ico-star.svg\" alt=\"\" class=\"wp-image-1389\"\/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading\">TESTIMONIALS<\/h2>\n\n\n\n<div class=\"wp-block-cb-carousel cb-single-slide\" data-slick=\"{&quot;slidesToShow&quot;:1,&quot;slidesToScroll&quot;:1,&quot;speed&quot;:1000,&quot;arrows&quot;:true,&quot;dots&quot;:false,&quot;autoplay&quot;:true,&quot;autoplaySpeed&quot;:5000,&quot;infinite&quot;:true,&quot;responsive&quot;:[{&quot;breakpoint&quot;:769,&quot;settings&quot;:{&quot;slidesToShow&quot;:1,&quot;slidesToScroll&quot;:1}}]}\">\n<div class=\"wp-block-cb-slide\">\n<p>The implementation of the CRM and project management systems was conducted in a timely manner, with excellent communication throughout the process.<\/p>\n\n\n\n<p><br><strong>Rebekah Adams<\/strong><br>Chief of Staff<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-cb-slide\">\n<p>We developed a great partnership with NSI Solution and appreciate their attention to detail which made the transition between systems seamless. MetWest highly recommends NSI Solution and Zoho to anyone who is looking into a one system software suite.<\/p>\n\n\n\n<p><strong>Nikki Baldwin<\/strong><br>Accounts Receivable Specialist<\/p>\n\n\n\n<p><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group block-items-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading has-text-align-left\">OTHER CASE STUDIES THAT MIGHT INTEREST YOU<\/h2>\n\n\n\n<p class=\"has-text-align-left\"><\/p>\n\n\n    <ul class=\"is-layout-flow is-flex-container columns-2 wp-block-post-template\">\n                                <li class=\"wp-block-post post-3713 resultat type-resultat status-publish has-post-thumbnail hentry resultat_envergure-0-50-employess resultat_industrie-sales\">\n                                    <figure class=\"wp-block-post-featured-image\">\n                        <img decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/nsisolution.com\/wp-content\/uploads\/2024\/06\/EcoloPharm-background-1024x683.avif\" class=\"attachment-medium size-medium wp-post-image\" alt=\"\" \/>                    <\/figure>\n                                <div class=\"is-acf-field client-logo wp-block-mfb-meta-field-block\">\n                                                                <div class=\"value\">\n                            <img decoding=\"async\" width=\"200\" height=\"200\" src=\"https:\/\/nsisolution.com\/wp-content\/uploads\/2024\/06\/Logo-EcoloPharm-1.png\" class=\"attachment-medium size-medium\" alt=\"\" \/>                        <\/div>\n                                    <\/div>\n                <h2 class=\"wp-block-post-title\"><a href=\"https:\/\/nsisolution.com\/en\/case-studies\/digital-transformation-to-zoho-crm-for-environmentally-responsible-pharmaceutical-packaging\/\">Digital Transformation to Zoho CRM for Environmentally Responsible Pharmaceutical Packaging<\/a><\/h2>\n                <div class=\"is-acf-field client wp-block-mfb-meta-field-block\">\n                    <div class=\"value\">EcoloPharm<\/div>\n                <\/div>\n                <div class=\"is-acf-field specialites wp-block-mfb-meta-field-block\">\n                    <div class=\"value\">\n                                                    <ul>\n                                                                    <li><a href=\"https:\/\/nsisolution.com\/en\/center-of-expertise\/marketing\/\">Marketing<\/a><\/li>\n                                                                    <li><a href=\"https:\/\/nsisolution.com\/en\/center-of-expertise\/continuous-improvement\/\">Continuous Improvement<\/a><\/li>\n                                                            <\/ul>\n                                            <\/div>\n                <\/div>\n                <a class=\"wp-block-read-more\" href=\"https:\/\/nsisolution.com\/en\/case-studies\/digital-transformation-to-zoho-crm-for-environmentally-responsible-pharmaceutical-packaging\/\" target=\"_self\">View case study<\/a>\n            <\/li>\n                                <li class=\"wp-block-post post-3696 resultat type-resultat status-publish has-post-thumbnail hentry resultat_envergure-0-50-employess resultat_industrie-service-en\">\n                                    <figure class=\"wp-block-post-featured-image\">\n                        <img decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/nsisolution.com\/wp-content\/uploads\/2024\/06\/Premiere-ligne-en-sante-background-6-1024x683.jpg\" class=\"attachment-medium size-medium wp-post-image\" alt=\"\" \/>                    <\/figure>\n                                <div class=\"is-acf-field client-logo wp-block-mfb-meta-field-block\">\n                                                                <div class=\"value\">\n                            <img decoding=\"async\" width=\"295\" height=\"171\" src=\"https:\/\/nsisolution.com\/wp-content\/uploads\/2024\/06\/Logo-Premiere-ligne-en-sante.png\" class=\"attachment-medium size-medium\" alt=\"\" \/>                        <\/div>\n                                    <\/div>\n                <h2 class=\"wp-block-post-title\"><a href=\"https:\/\/nsisolution.com\/en\/case-studies\/transformation-daffaires-et-numerique-pour-le-plus-gros-evenement-du-secteur-de-la-sante-au-canada\/\">Business and Digital Transformation for Canada&#8217;s Largest Healthcare Event<\/a><\/h2>\n                <div class=\"is-acf-field client wp-block-mfb-meta-field-block\">\n                    <div class=\"value\">Premi\u00e8re ligne en sant\u00e9<\/div>\n                <\/div>\n                <div class=\"is-acf-field specialites wp-block-mfb-meta-field-block\">\n                    <div class=\"value\">\n                                                    <ul>\n                                                                    <li><a href=\"https:\/\/nsisolution.com\/en\/center-of-expertise\/marketing\/\">Marketing<\/a><\/li>\n                                                                    <li><a href=\"https:\/\/nsisolution.com\/en\/center-of-expertise\/sales\/\">Sales<\/a><\/li>\n                                                                    <li><a href=\"https:\/\/nsisolution.com\/en\/center-of-expertise\/continuous-improvement\/\">Continuous Improvement<\/a><\/li>\n                                                            <\/ul>\n                                            <\/div>\n                <\/div>\n                <a class=\"wp-block-read-more\" href=\"https:\/\/nsisolution.com\/en\/case-studies\/transformation-daffaires-et-numerique-pour-le-plus-gros-evenement-du-secteur-de-la-sante-au-canada\/\" target=\"_self\">View case study<\/a>\n            <\/li>\n            <\/ul>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group block-cta reveal\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"2000\" height=\"1333\" src=\"https:\/\/nsisolution.com\/wp-content\/uploads\/2024\/04\/NSI-Solution-26-1.jpg\" alt=\"\" class=\"wp-image-3486\" style=\"height:520px\"\/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">D\u00e9couvrir les applications Zoho<\/h4>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/nsisolution.com\/obtenir-demo-zoho\/\">Obtenir une d\u00e9mo gratuite<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"2000\" height=\"1333\" src=\"https:\/\/nsisolution.com\/wp-content\/uploads\/2024\/04\/NSI-Solution-04-1.jpg\" alt=\"\" class=\"wp-image-3491\" style=\"height:520px\"\/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Essayer Zoho One gratuitement<\/h4>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/store.zoho.com\/ResellerCustomerSignUp.do?id=a0b0e08f5cd671123c8168f4552ba59f&amp;locale=fr\" target=\"_blank\" rel=\"noreferrer noopener\">Ouvrir un compte<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>context Metropolitan West (MetWest) is a premier full-service window film and wall graphics company, trusted by Fortune 500 clients for over 25 years. Its exceptional products and innovative solutions deliver unparalleled office environments. From cutting-edge designs to energy-efficient solutions, it is committed to creating breathtaking spaces that enhance beauty, comfort, and environmental sustainability. MetWest wishes [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":3976,"template":"","resultat_envergure":[27],"resultat_industrie":[46],"class_list":["post-3971","resultat","type-resultat","status-publish","has-post-thumbnail","hentry","resultat_envergure-0-50-employess","resultat_industrie-sales"],"acf":{"client":{"simple_value_formatted":"Metropolitan West","value_formatted":"Metropolitan West","value":"Metropolitan West","field":{"ID":1180,"key":"field_636aba1477b88","label":"Nom du client","name":"client","aria-label":"","prefix":"acf","type":"text","value":null,"menu_order":0,"instructions":"","required":1,"id":"","class":"","conditional_logic":0,"parent":1179,"wrapper":{"width":"","class":"","id":""},"wpml_cf_preferences":"1","default_value":"","maxlength":"","placeholder":"","prepend":"","append":"","_name":"client","_valid":1}},"client_logo":{"simple_value_formatted":"<img width=\"1024\" height=\"194\" src=\"https:\/\/nsisolution.com\/wp-content\/uploads\/2024\/10\/Design_sans_titre-removebg-preview-1024x194.png\" class=\"attachment-medium size-medium\" alt=\"\" decoding=\"async\" \/>","value_formatted":3981,"value":3981,"field":{"ID":1181,"key":"field_636abadb77b89","label":"Logo du client","name":"client_logo","aria-label":"","prefix":"acf","type":"image","value":null,"menu_order":1,"instructions":"","required":0,"id":"","class":"","conditional_logic":0,"parent":1179,"wrapper":{"width":"","class":"","id":""},"wpml_cf_preferences":"1","return_format":"array","library":"all","min_width":"","min_height":"","min_size":"","max_width":"","max_height":"","max_size":"","mime_types":"","preview_size":"medium","_name":"client_logo","_valid":1}},"specialites":{"simple_value_formatted":"<ul><li><a class=\"post-link\" href=\"https:\/\/nsisolution.com\/en\/center-of-expertise\/sales\/\" rel=\"bookmark\">Sales<\/a><\/li><li><a class=\"post-link\" href=\"https:\/\/nsisolution.com\/en\/center-of-expertise\/marketing\/\" rel=\"bookmark\">Marketing<\/a><\/li><\/ul>","value_formatted":[1738,1620],"value":["1738","1620"],"field":{"ID":1182,"key":"field_636abb0d77b8a","label":"P\u00f4les d'expertise","name":"specialites","aria-label":"","prefix":"acf","type":"relationship","value":null,"menu_order":2,"instructions":"","required":0,"id":"","class":"","conditional_logic":0,"parent":1179,"wrapper":{"width":"","class":"","id":""},"wpml_cf_preferences":"2","post_type":["specialite"],"taxonomy":"","filters":["search"],"return_format":"object","min":"","max":"","elements":"","_name":"specialites","_valid":1,"bidirectional_target":[]}}},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Zoho One Implementation for Sales, Marketing, and Project Management - NSI Solution<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/nsisolution.com\/en\/case-studies\/zoho-one-implementation-for-sales-marketing-and-project-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Zoho One Implementation for Sales, Marketing, and Project Management - NSI Solution\" \/>\n<meta property=\"og:description\" content=\"context Metropolitan West (MetWest) is a premier full-service window film and wall graphics company, trusted by Fortune 500 clients for over 25 years. 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