Streamlining the Sales&Marketing Process with Zoho One for A leading property tax consulting service provider in the UK

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Company: A leading property tax consulting service provider

Industry: Legal and Real Estate


A leading property tax consulting service provider that specialize in providing services related to stamp duty, such as identifying potential rebates or exemptions that clients may be eligible for, and assisting with the process of claiming those rebates or exemptions. The company’s sales process involved a lot of manual work, gathering leads in email, tracking them in google sheets, manual lead assignment including sending contracts, collecting signatures, and following up with potential clients. The company faced several challenges in their sales process.

  1. They were using google sheets to track leads which made the process inefficient and hard to manage.
  2. Lead assignment was done manually via email which was not only time-consuming but also prone to errors.
  3. Contract generation was a labor-intensive process and required a lot of manual effort.
  4. The company also faced difficulties in tracking the performance of their Sales Reps and had no insight on the effectiveness of their marketing efforts as they outsourced their marketing efforts.

They reached out to Thoughlogik for a consultation & implementation of a solution that would streamline the sales and marketing process, help them close more deals efficiently and capture leads from multiple channels and to solve below pain points.


Thoughtlogik engaged with the company and understood the requirements and pain points during initial discovery session. Designed an integrated Zoho one solution which would include Zoho CRM, Zoho Analytics, Zoho writer, Zoho Sign, Zoho Campaigns and Zoho SalesIQ. These tools enabled the company to automate and streamline their sales process, making it more efficient and effective.

Zoho CRM:

With Zoho CRM, the company was able to,

  1. Manage all their leads, contacts, and deals in one place.
  2. Automate Lead generation via different channels like email parser, website contact forms using zoho forms, social media engagements using zoho social.
  3. Automate lead assignment based
  4. Automate records sharing based on rules
  5. Customize the modules to include custom fields
  6. Streamline business process using blueprints
  7. Automate lead conversions, email notifications, automate calculations in claims using client scripts
  8. Create contract and email templates

Zoho Sign

Zoho Sign is integrated with Zoho CRM to automate contract process. It helped the company to send and collect digital signatures on contracts and other documents, eliminating the need for manual signatures. This not only saved time but also made the process more secure and compliant.

Zoho Campaigns

Zoho campaigns enabled the company to create targeted email campaigns and track their effectiveness. This helped them reach more potential clients and increase their chances of closing deals.

Zoho SalesIQ

With Zoho SalesIQ, the company was able to track website visitor behavior and engage with them in real-time. This provided valuable insights into the interests and needs of potential clients, helping the company tailor its sales pitch and close more deals. Create and deploy codless chatbot to engage with new website visitors and to generate leads.

Zoho Analytics

With Zoho Analytics, the company was able to gain a deeper understanding of their sales performance and make data-driven decisions. This helped them identify areas for improvement and optimize their sales process for better results.

Additionally, Zoho Analytics also provided the company with real-time data and alerts, which helped them stay on top of their sales performance and take proactive measures when needed.

Overall, Zoho Analytics was a valuable addition to the company’s sales process, as it helped them to make better use of their data and make more informed decisions to improve their sales performance.


By implementing customized Zoho one solution which includes Zoho CRM, Zoho Analytics, Zoho Sign, Zoho Campaigns, Zoho SalesIQ, the company was able to streamline its sales & Marketing process, close more deals efficiently and capture leads from multiple channels. The company saw a significant reduction in errors and delays, as well as an increase in the number of closed deals. In addition, the company was able to improve the customer experience by providing a more personalized and efficient service. With Zoho CRM, the company was able to get a clear view of the performance of their Sales reps and also able to track and measure their marketing efforts.

With Zoho One, the company was able to improve the efficiency, effectiveness, and scalability of its sales process, enabling the company to grow its business and meet its revenue goals.

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