Many of the client’s processes such as managing events and memberships were handled manually. They had a raw Salesforce instance that required a lot of customization to serve their business mode

The firm wanted to improve customer service. In that effort, they wanted to create a new customer hierarchy highlighting the relationship between various accounts

Citizen Industries upgraded to Zoho CRM for streamlined sales processes, replacing manual spreadsheet tracking. The decision was driven by Zoho CRM’s simplicity, powerful customization, and user-friendly features after evaluating multiple solutions in the market.