Client Profile
Our client is a Public Relations and Content Marketing Agency based in the UK, specializing in copywriting, consultancy, and training for a wide range of businesses. Known for its creative approach and straightforward communication style, the agency works with several retained clients, helping them build strong brand visibility through effective storytelling and marketing campaigns.
Before partnering with CRM Masters, our client relied on a mix of disconnected tools to manage their day-to-day operations. Each software handled a specific task like sales, scheduling, email marketing, or HR, but none of them connected.
UK
B2C & B2B
The client approached CRM Masters with an objective to achieve a complete digital transformation where they can manage sales, client interaction, onboarding, email marketing, and employee data on a single platform.
They wanted a unify their tools under one platform, reduce manual coordination, improve visibility into leads, and strengthen internal collaboration and HR data management.
We, as a trusted Zoho Partner, recommended the Zoho One to get the complete bundle of apps to manage everything they needed.
Challenges Faced
Disconnected Tools
Different platforms for CRM, scheduling, and marketing made it hard to track client journeys from lead to onboarding. Information was scattered and often inconsistent.
Limited Customization in Existing CRM
Their previous CRM lacked the flexibility to build workflows suited to PR operations like proposal creation or customized follow-ups.
Time-Consuming Onboarding
Scheduling introduction or consultation calls with clients involved multiple back-and-forth emails, waiting time, and creating unnecessary delays.
Lack of Real-Time Insights
Without automation or centralised analytics, the management team struggled to gain a clear view of client activity, deals, and sales performance.
Poor Employee Data Management
Employee records were stored manually, posing a risk to data security and accessibility.
Our Solutions for PR Agency
We implemented Zoho CRM as the central hub for managing leads, client interaction, and deals. The CRM was integrated with Microsoft 365 and Vonage Telephony, ensuring every call, email, and proposal was tracked in one place.
We also created a custom “Create Proposal” button within each deal record, accessible only at certain stages, to help the team capture every potential revenue opportunity.
To replace the back-and-forth of scheduling calls, we set up Zoho Bookings, enabling clients to directly select available time slots. The integration with Office 365 automatically blocked out confirmed appointments, saving hours of manual coordination.
New leads from website forms were directly added to Zoho CRM with the right source tagging. Notifications were triggered in Slack whenever a client signed a proposal. Deals were automatically updated to “Closed Won” upon signature confirmation.
We set up Zoho Campaigns for automated onboarding sequences and regular branded newsletters. This allowed the team to nurture leads and stay connected with existing clients through personalized, automated emails.
For managing employee and resource data, we implemented Zoho People. The platform allowed the management to securely store personal details, performance reviews, and contracts, ensuring data confidentiality and easy accessibility.
Need Zoho Consulting Experts?
As a Zoho Consulting Partner, we have the best Zoho development team with 100+ professional developers in it. With 9+ years of experience in working with clients from different industries around the world, we provide end-to-end consulting services.
Results
Key Outcomes Included
- Unified Operations and Visibility
All sales, marketing, and HR processes now run within a single ecosystem, Zoho One, offering complete transparency and control over daily activities.
- Time-Saving Scheduling
The team eliminated lengthy email exchanges for meeting arrangements, saving significant administrative time and improving the client onboarding experience.
- Improved Lead Management
Every lead and client interaction is now automatically logged, categorized, and tracked, helping the sales team respond faster and more efficiently.
- Enhanced Employee Data Security
Zoho People provided a safe and structured space for employee data, eliminating manual record-keeping and ensuring compliance with data privacy standards.
- Data-Driven Decision Making
With centralized data and CRM analytics, management now has a “CEO view” of the entire pipeline, helping make informed strategic decisions.
Performance Improvements
visibility into client interactions and sales progress
reduction in manual scheduling and coordination time
improvement in lead response time
secure, organized employee data management
About CRM Masters Infotech
(ISO: 9001-2015 & ISO 27001:2022) Certified Company.
At CRM Masters, we help growing businesses streamline and automate their operations using the Zoho ecosystem.
As a Certified Zoho Consulting Partner, we specialize in implementing end-to-end Zoho solutions, CRM, Books, Inventory, Campaigns, People, and more, to create a connected business environment.
Our approach focuses on understanding each client’s specific needs and building tailored, scalable, and user-friendly solutions that enhance productivity, transparency, and growth.
With our 100+ Zoho Experts, we’ve helped organizations across industries, from PR agencies to manufacturing firms, achieve operational excellence and efficiency.
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