Gold & Silver Plans | A 20-Day Zoho One Transformation with ZBlitz™

How a Financial Services Company Launched with a Fully Optimized Zoho One Implementation

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Results & Impact

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Drew has been an amazing and necessary asset to my new Company. He has been able to take my existing business processes and implement those into a custom CRM based on Zoho CRM that works the way we work, while minimizing the friction that me and my sales team face on a daily basis.

Michael

Senior Broker

The Background

Gold & Silver Plans specializes in helping clients protect their wealth by converting retirement accounts and cash into gold and silver, providing a hedge against inflation. As they prepared to go to market, they recognized the need for a strong operational foundation powered by Zoho One. However, they lacked a clear strategy to fully leverage the platform’s capabilities.

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The Challenge

Gold & Silver Plans wanted to maximize the benefits of Zoho One but faced several roadblocks:

No Zoho One implementation plan or strategy
No website tracking to monitor visitor engagement
No form capture system to generate leads efficiently
No formal business processes to ensure smooth operations
No process documentation to support team training and scalability

Without these critical elements in place, they risked inefficiency, lost opportunities, and an inability to track their marketing and sales performance.

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Objectives & Solution

To get Gold & Silver Plans up and running with Zoho One as quickly and effectively as possible, we deployed ZBlitz™, an accelerated implementation framework designed for speed and success. This included:

Done-For-You Zoho One Core Setup & Integration – Ensuring a seamless foundation across key applications.
Done-For-You Zoho One Customization – Tailoring the system to reflect Gold & Silver Plans’ unique business processes.
Done-For-You Zoho One Automation – Streamlining workflows to improve efficiency and reduce manual effort.
Done-For-You Zoho One Executive Reporting – Delivering real-time insights for data-driven decision-making.
Do-It-Yourself Zoho One Training – Empowering the team with the knowledge to operate Zoho One independently.

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