Zoho CRM
119 Case Studies
A Zoho CRM Case Study
Ascent Solutions Pte Ltd, an industrial IoT systems integrator founded in 2010, faced fragmented, manual sales and service processes—quotations on Excel, siloed data, poor pipeline visibility, and slow customer response times (3–13 days). After market research the team adopted Zoho CRM as an affordable, highly integrable central repository to standardize sales procedures and improve cross-team visibility.
Using Zoho CRM’s pipeline and Quotations sub-module plus integrations with Zoho SalesIQ (Zobot), Zoho Desk, Zoho Flow (to ARIS) and QuickBooks Online, Ascent automated quote generation, discount approvals, project creation and lead capture while enforcing role-based data access. The Zoho CRM implementation delivered measurable impact: professional, error‑free quotes, real‑time pipeline visibility, streamlined handovers and faster service—response time dropped to between half a day and three days.
Daniel Chan
Director of Professional Services