AgTek 360 | Tailored Zoho One Implementation with Brockbank Consulting

How Brockbank Consulting Guided AgTek 360 Through a 3-Week Zoho Implementation

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Our team at gNext really enjoyed working with Drew as our Zoho consultant for Sales and Marketing. Not only does he have extensive experience in Zoho, but he really gets what’s needed to align sales and marketing and move the needle by tying tracking to marketing and sales activities.

Jamie

Marketing Demand Generation Lead at gNext Labs

The Background

AgTek 360, a leader in agricultural technology, had long relied on a mix of platforms like QuickBooks, Office 365, Mailchimp, and Dropbox to manage their operations. However, they sought a more cohesive solution to centralize their business processes. After nearly a year of evaluating CRM solutions—considering options like Benchmark One, HubSpot’s SalesHub, and Salesforce—AgTek 360 ultimately chose Zoho One as the platform to unify their systems.

Recognizing the need for a comprehensive setup to fully harness Zoho One's capabilities, they turned to Brockbank Consulting for expert guidance.

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The Challenge

AgTek 360 faced several challenges in transitioning to Zoho One, including:

Integrating a variety of business platforms into a single, cohesive system
Ensuring proper setup and usage across Zoho’s extensive suite of applications
Navigating the complexity of customizing Zoho to fit their specific business needs
Managing the adoption process to ensure employees were ready to make the most of Zoho

To meet these challenges, they needed a partner with deep Zoho expertise to ensure the platform was configured correctly and that their team could efficiently transition from legacy systems to Zoho One.

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Objectives & Solution

With the support of Brockbank Consulting, AgTek 360 was able to complete the Zoho One setup and integration in just 21 days. Brockbank Consulting provided:

Strategic guidance to ensure the Zoho One suite was set up for success from day one
Tailored customizations to fit AgTek 360’s specific business processes and requirements
Efficient data migration from legacy systems to Zoho One
Comprehensive training for the team to ensure a smooth transition and adoption of Zoho

Thanks to Brockbank Consulting’s expertise, AgTek 360 was able to integrate Zoho One seamlessly and begin using its powerful suite of applications effectively.

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