{"id":4406,"date":"2025-06-26T11:54:19","date_gmt":"2025-06-26T15:54:19","guid":{"rendered":"https:\/\/nsisolution.com\/?post_type=resultat&#038;p=4406"},"modified":"2025-07-14T10:40:13","modified_gmt":"2025-07-14T14:40:13","slug":"zoho-crm-implementation-to-setup-a-cost-effective-portal-system","status":"publish","type":"resultat","link":"https:\/\/nsisolution.com\/en\/case-studies\/zoho-crm-implementation-to-setup-a-cost-effective-portal-system\/","title":{"rendered":"Zoho CRM Implementation to setup a cost effective Portal System"},"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>The<a href=\"https:\/\/www.stamfordct.gov\/\"> Stamford Youth Services Bureau (YSB)<\/a> is focused on providing comprehensive support and resources for youth and their families. The bureau offers a wide range of services aimed at promoting the well-being and development of young people. The Stamford YSB plays a vital role in addressing the needs of local youth, promoting healthy development, and reducing risk factors through prevention and intervention programs.<br><\/p>\n\n\n\n<p>The YSB wishes to optimize the operations for their team of outreach workers to make sure that every request is well taken care of. They currently have many excel files that allow them to manage their follow-ups and operations, but they need an improved and integrated system to help them be more efficient<\/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>Detailed mapping of the referral process to identify inefficiencies in the process and create plans for improvement.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>Implement <a href=\"https:\/\/nsisolution.com\/en\/zoho-expert\/zoho-crm\/\"><strong>Zoho CRM<\/strong><\/a> to manage data of young people, families, cases and more.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>A <a href=\"https:\/\/nsisolution.com\/en\/zoho-expert\/zoho-forms\/\"><strong>Zoho Forms<\/strong><\/a> form to gather case requests on the website and create cases automatically in Zoho CRM.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>One Click Create Automation to create student and family profiles and link them to the case with an incoming request.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>Set up Zoho CRM customer portal to allow outreach workers to manage their cases in Zoho CRM without user licenses.<\/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<br><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>End to end streamlined Case management <\/strong>with Zoho CRM<\/li>\n\n\n\n<li><strong>Excellent Cost Saving<\/strong> for case workers without user license thereby<strong> saving an average of 500 USD per month.<\/strong><\/li>\n\n\n\n<li><strong>Automated case management <\/strong>to map students and families to their profile in Zoho CRM <strong>saving 10-20 hours of manual work every week.<\/strong><\/li>\n\n\n\n<li><strong>Real time sync<\/strong> between Zoho CRM and Zoho Forms to create a Case in Zoho CRM and notify staff.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Satisfaction and achievement of objectives<\/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\">Satisfaction with interventions<\/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\">Testimonial<\/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>\u201cIt&#8217;s been a pleasure working with NSI.\u00a0\u00a0Harish&#8217;s willingness to understand the needs of our program, even when they have shifted over time, is greatly appreciated. He found creative ways to use the platform and the portal that will enable us to work with our non-profit community partners in a cost effective way.\u201d<\/p>\n\n\n\n<p><strong>Susan Lauria<\/strong><br><em>Stamford Youth Services Bureau<\/em><\/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    <ul class=\"is-layout-flow is-flex-container columns-2 wp-block-post-template\">\n                                <li class=\"wp-block-post post-3171 resultat type-resultat status-publish has-post-thumbnail hentry resultat_envergure-0-50-employess resultat_industrie-npo\">\n                                    <figure class=\"wp-block-post-featured-image\">\n                        <img decoding=\"async\" width=\"1024\" height=\"682\" 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wp-block-mfb-meta-field-block\">\n                    <div class=\"value\">Fondation pour l&#8217;alphab\u00e9tisation<\/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           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src=\"https:\/\/nsisolution.com\/wp-content\/uploads\/2024\/04\/NSI-Solution-26-1.jpg\" alt=\"\" class=\"wp-image-3487\" style=\"height:520px\"\/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Discover the Zoho Apps<\/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\/en\/request-a-zoho-demo\/\">Get a Free Demo<\/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-3492\" style=\"height:520px\"\/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Try Zoho One for Free<\/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=en\" target=\"_blank\" rel=\"noreferrer noopener\">Open an Account<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>context The Stamford Youth Services Bureau (YSB) is focused on providing comprehensive support and resources for youth and their families. The bureau offers a wide range of services aimed at promoting the well-being and development of young people. The Stamford YSB plays a vital role in addressing the needs of local youth, promoting healthy development, [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":4405,"template":"","resultat_envergure":[27],"resultat_industrie":[61],"class_list":["post-4406","resultat","type-resultat","status-publish","has-post-thumbnail","hentry","resultat_envergure-0-50-employess","resultat_industrie-public-sector"],"acf":{"client":{"simple_value_formatted":"City of Stamford Young Services Bureau","value_formatted":"City of Stamford Young Services Bureau","value":"City of Stamford Young Services Bureau","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=\"317\" src=\"https:\/\/nsisolution.com\/wp-content\/uploads\/2025\/06\/Logo_of_Stamford_Connecticut.svg-1-1024x317.png\" class=\"attachment-medium size-medium\" alt=\"\" decoding=\"async\" \/>","value_formatted":4430,"value":4430,"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\/continuous-improvement\/\" rel=\"bookmark\">Continuous Improvement<\/a><\/li><\/ul>","value_formatted":[1743],"value":["1743"],"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 v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Zoho CRM Implementation to setup a cost effective Portal System - 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-crm-implementation-to-setup-a-cost-effective-portal-system\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Zoho CRM Implementation to setup a cost effective Portal System - NSI Solution\" \/>\n<meta property=\"og:description\" content=\"context The Stamford Youth Services Bureau (YSB) is focused on providing comprehensive support and resources for youth and their families. The bureau offers a wide range of services aimed at promoting the well-being and development of young people. 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