Centralize operations and structure mandate management with Zoho One
ACM Canada is a management consulting firm that provides services designed to make business leaders’ work easier by offering tailored, practical, and cost-effective management solutions. In a context of growth and diversification of its engagements, the company needed a robust ERP to centralize its data, improve follow-ups, and effectively support its internal teams as well as its external consultants. ACM Canada engaged Tooly to implement the Zoho One suite and benefit from ongoing technical support.
Number of Zoho apps integrated
8
Industries
The challenge
Before working with Tooly, ACM Canada’s operations relied on a multitude of independent tools, resulting in significant data decentralization and a lack of consistency across teams. This fragmentation complicated follow-ups, increased task duplication, and hindered the smooth execution of engagements, particularly when they involved external consultants. The main challenges were:
Data scattered across multiple tools;
Repetition of administrative tasks;
Lack of structured follow-ups on engagements;
Loss of engagements due to ineffective follow-up;
Difficulty properly managing and billing external consultants.
The solution
Full implementation of the Zoho One suite and Tooly’s expertise
Before Zoho, ACM Canada used an in-house CRM, along with several different software solutions to manage human resources, marketing, data analysis, etc. Tooly supported the company in implementing and integrating the Zoho One suite, ensuring the tools were aligned with the firm’s real business processes. The main applications used are:
- Zoho CRM: Customer, opportunity, and engagement pipeline management;
- Zoho Projects: Tracking engagements, tasks, and deliverables;
- Zoho Books: Invoicing, financial management, and payment tracking;
- Zoho Marketing Automation: Structuring marketing actions and communications;
- Zoho People: Human resources and staff management;
- Zoho Forms: Collecting and centralizing information;
- Zoho Analytics: Data analysis and performance visualization;
- Zoho Sign: Secure electronic document signing.
Implementing Zoho One made it possible to centralize all data, connect processes, and automate several cross-functional operations, thereby reducing duplicate entries and inconsistencies.
After the integration
Results and benefits
Implementing the Zoho One suite had a structuring impact on all of ACM Canada’s operations. By centralizing data and automating several key processes, the company was able to improve operational efficiency, the quality of its follow-ups, and the reliability of its information.
Optimizing data stability and consistency
Information now remains consistent throughout the lifecycle of an engagement, from the first client contact through to final invoicing. The risks of inconsistencies or discrepancies between departments have been significantly reduced, and teams work from a single source of truth, which increases confidence in the data.
Centralizing operations
Customer, project, human resources, finance, and marketing data are now grouped within a single ecosystem. Duplicate entries have been eliminated thanks to integrations between Zoho modules, enabling faster, more structured access to information for all stakeholders.
Increased productivity and efficiency
Reducing repetitive, manual tasks has enabled teams to focus on higher value-added activities, as processes are smoother, with less friction between the stages of an engagement. In addition, file processing times have decreased, improving the customer experience.
Improved management of external consultants
Follow-ups with consultants are now better managed, both in terms of engagements and deliverables. The invoicing process is clearer, more accurate, and easier to validate. Visibility into the costs associated with engagements has also improved.
Enhancing the file closure process
Using Zoho Sign has simplified the document validation and signing process, making file closure simpler and more professional. Files are closed more quickly, without exchanging emails or paper documents. Electronic signatures improve the speed, security, and professionalism of exchanges.
Optimization of daily planning and management
With container availability visible in real-time, planning for rentals and repairs is smoother. Managers can better anticipate needs and allocate resources optimally. The implementation of Zoho CRM also allows the company to centralize client information, simplifying communication with them.