Case Study: Portman Asset Finance boosts CRM adoption with Canvas for Zoho CRM

Portman Asset Finance has better CRM adoption with Canvas for Zoho CRM

Portman Asset Finance, a UK-based finance broker, faced the challenge of making their Zoho CRM data more visually intuitive and user-friendly. They specifically needed a solution to make high-priority leads instantly stand out to their team, which was nearly impossible to achieve with standard CRM views.

By implementing Zoho's Canvas, Portman Asset Finance was able to reinvent their data display with a drag-and-drop interface and conditional styling. This solution allowed them to highlight critical information, reduce time spent scrolling through data, and create a more engaging workspace. The vendor, Zoho, provided a tool that led to a higher CRM adoption rate and a more efficient, visually appealing workflow for the entire team.

Portman Asset Finance

Jack Welsh

CRM Developer & Business Insights Associate