Centralize operations and structure mandate management with Zoho One
ACM Canada is a management consulting firm offering services aimed at facilitating the work of business leaders by providing tailored, concrete, and profitable management solutions. In a context of growth and diversification of its mandates, the company needed a robust ERP to centralize its data, improve its tracking, and effectively support its internal teams and external consultants. ACM Canada called upon Tooly to implement the Zoho One suite and benefit from continuous technical support.
Number of integrated Zoho applications
8
Company Size
Industries
The Challenge
Before collaborating with Tooly, ACM Canada’s operations relied on a multitude of independent tools, leading to significant data decentralization and a lack of consistency between teams. This fragmentation complicated follow-ups, increased task repetition, and hindered the fluidity of mandates, especially when external consultants were involved. The main challenges were:
Data dispersed across multiple tools;
Repetition of administrative tasks;
Lack of structured follow-ups on mandates;
Loss of mandates due to ineffective tracking;
Difficulty in adequately managing and billing external consultants.
The Solution
The complete implementation of the Zoho One suite and Tooly's expertise
Before Zoho, ACM Canada used an internally developed CRM, as well as several different software programs to manage human resources, marketing, data analysis, etc. Tooly supported the company in the implementation and integration of the Zoho One suite, ensuring that the tools aligned with the firm’s actual business processes. The main software used are:
- Zoho CRM: Client, opportunity, and mandate pipeline management;
- Zoho Projects: Tracking of mandates, tasks, and deliverables;
- Zoho Books: Invoicing, financial management, and payment tracking;
- Zoho Marketing Automation: Structuring marketing actions and communications;
- Zoho People: Human resources and collaborator management;
- Zoho Forms: Information collection and centralization;
- Zoho Analytics: Data analysis and performance visualization;
- Zoho Sign: Secure electronic document signing.
The implementation of Zoho One allowed for the centralization of all data, the connection of processes, and the automation of several cross-functional operations, thereby reducing duplicate entries and inconsistencies.
After integration
Results and Benefits
The implementation of 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 its operational efficiency, the quality of its follow-ups, and the reliability of its information.
Optimization of data stability and consistency
Information now remains consistent throughout a mandate’s lifecycle, from initial client contact to final invoicing. The risks of inconsistencies or discrepancies between departments have been greatly reduced, and teams work from a single source of truth, which improves data confidence.
Centralization of operations
Client, project, human resources, finance, and marketing data are now grouped into a single ecosystem. Duplicate entries have been eliminated thanks to integrations between Zoho modules, allowing faster and more structured access to information for all stakeholders.
Increased productivity and efficiency
The reduction of repetitive and manual tasks has allowed teams to focus on higher value-added activities, as processes are more fluid, with less friction between the stages of a mandate. Furthermore, case processing times have decreased, improving the client experience.
Improved management of external consultants
Follow-ups with consultants are now better structured, both in terms of mandates and deliverables. The invoicing process is clearer, more precise, and easier to validate. Visibility into the costs associated with mandates has also improved.
Refinement of the case closing process
The use of Zoho Sign has simplified the document validation and signing process, making the case closing process simpler and more professional. Cases are closed faster, without email exchanges or paper documents. Electronic signatures improve 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.