How Zoho Transformed Businesses for A Vertical Garden Company

Recognised as Australia’s Best Zoho Partner for 2023 and 2024, Smartmates has helped overcome challenges in Event and Client Management and achieve results with Zoho.

  • Learn how A Vertical Garden Company optimised their workflows with Zoho.
  • Discover tailored solutions for A Vertical Garden Company
  • Explore measurable results achieved with Zoho products.

  • Gain actionable insights to enhance Event and Client Management.

Let Smartmates show you how Zoho can transform your business.

Minimum project size: 10 hours ($990 + GST).

Fill in your details
and we’ll contact you fast.

We protect your information with utmost privacy.

How a Vertical Garden Company Went from Isolated to Connected with Zoho One

See how a vertical garden company improved event management, client communication, and financial processes using Zoho One. This case study explores how Zoho CRM, Zoho Books, and Zoho Forms transformed operations through centralisation and automation.

Overview

A company specialising in the design and installation of interior and exterior vertical gardens required a centralised system to efficiently manage trade shows, leads, client inquiries, quoting, and payroll processes. Previously reliant on separate systems, they sought a streamlined, automated approach using Zoho One—specifically Zoho CRM, Zoho Books, and Zoho Forms, with a Xero integration. This case study details how implementing Zoho enabled them to automate document generation, improve lead and client management, and synchronise their accounting platform for seamless financial handling, resulting in enhanced operational efficiency and increased client trust.

Executive Summary

This innovative provider of sustainable green wall solutions offers vertical garden installations for residential, commercial, and retail spaces, combining horticultural expertise with cutting-edge design. Their mission is to bring the benefits of nature indoors, enhancing urban spaces with cleaner air, improved well-being, and eco-friendly design.

Operating across Australia, this company is a trusted name in the industry, working with diverse clients to create custom green wall installations. Their portfolio includes collaborations with high-profile venues and businesses, expanding their influence in sustainable architecture and green design. With a commitment to eco-friendly, high-quality solutions, they aim to integrate nature into urban spaces, promoting well-being and sustainability.

Problem Statement and Key Challenges

The company’s success depended on effectively managing leads, quotes, and finances while efficiently handling their trade shows. However, relying on disconnected systems led to multiple challenges:

  • Lead and Contact Management: Difficulty centralising client data and managing the sales pipeline from inquiries to deals.
  • Trade Show Management: Limited ability to track trade show attendees and follow up effectively as part of the sales journey.
  • Quote Generation: High demand for quotes required a faster, more reliable process.
  • Payroll and Financial Management: Manual data entry between financial systems, leading to inefficiencies and potential errors.

Problem Evaluation

The fragmented systems impacted the company’s ability to manage client communication efficiently, leading to manual errors, delays, and missed opportunities. A unified solution with automated workflows and financial integration with their accounting platform, Xero, was essential.

Proposed Solutions

The proposed solution involved implementing Zoho One, integrating Zoho CRM, Zoho Forms, and Zoho Books with Xero for financial management. Key components included:

  • Zoho CRM: Set up for managing leads, contacts, and quotes, with Blueprints to automate the sales pipeline.
  • Zoho Books and Xero Integration: Seamless invoicing and payroll management, eliminating duplicate data entry.
  • Zoho Forms and QR Code: Created a Zoho Form with an easy-to-scan QR code for capturing client details, streamlining communication.
  • Automated Document Generation: Implemented Mail Merge in Zoho CRM for one-click proposal and document generation.

Implementations

The implementation steps included:

  • Setting Up Zoho CRM: Configured for managing leads, contacts, and quotes, with automated Blueprints guiding the sales process.
  • Integrating Zoho Books with Xero: Linked Zoho Books to Xero, enabling synchronised invoicing and payroll management.
  • Creating Client Capture Forms: Developed a Zoho Form for capturing client details at trade shows via QR code, enhancing communication.
  • Automating Document Generation: Enabled Mail Merge in Zoho CRM for quick and accurate document creation, especially during peak demand periods.

Related solutions:

Related solutions:

External Integrations:

External Integrations:

Results

The Zoho One implementation transformed the company’s operations, yielding the following outcomes:

  • Increased Efficiency and Trustworthiness: Centralised lead and contact management reduced manual errors and enhanced client trust.
  • Time Savings: Automation of proposal generation, sales pipeline management, and form usage freed up staff time for client engagement and event preparation.
  • Enhanced Operational Flow: Integrating Zoho CRM, Zoho Books, and Xero established a cohesive workflow, enabling efficient financial management during high-volume periods.

Conclusion

By shifting from isolated processes to a connected system with Zoho One, the company now operates with improved efficiency, allowing them to connect better with leads, serve clients more effectively, and manage their trade shows seamlessly.

Explore Our Services

New Setups

We simplify the process of getting started with Zoho, ensuring a smooth and stress-free transition.

On Demand Support

Our team offers continuous Zoho CRM support, ensuring your systems run smoothly and efficiently.

Project Rollouts

For larger projects, our team handles everything from planning to execution, making sure your Zoho implementation is delivered on time and within budget.

Training Programs

Our tailored training ensures your team fully understands how to leverage Zoho apps, moving from feeling frustrated to confident in using the tools.

Fill in your details
and we’ll contact you fast.

We protect your information with utmost privacy.