Streamlining Subscription-based Services With Zoho One

Business Challenges:

Cloudinsta24 faced several challenges in managing their subscription-based services, including different documentation and contract periods, commission and government fee calculations, and various incentive plans based on services, designations, and revenue amounts. Additionally, managing vendors for closed deals and updating them for further installation, managing customer ticket conditions in a single place, calculating partner commissions based on different recurring, and recurring invoices based on contract duration, were all challenges for the company.

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    The university struggled with outdated business processes. Manual fee collection, fragmented student records, and siloed departments led to inefficiencies. The partnership with Aarialife introduced Zoho as a unified solution. This move transformed their operations. The university now has an efficient

    40

    %

    Reduction in Administrative Time

    75

    %

    Decrease in Outstanding Dues

    40

    %

    Improvement in Student Retention

    Before adopting a unified digital ecosystem, a prominent financial advisory firm managing over ₹75 crores in assets faced significant operational hurdles. Client data was scattered across disparate spreadsheets, outdated systems, and various communication channels. This led to a disjointed client

    20

    %

    Admin Cost Reduction

    85

    %

    Data Entry Error Reduction

    15

    %

    Client Satisfaction Increase

    A leading mutual fund advisory firm transformed its client onboarding, servicing, and engagement by implementing Zoho CX Suite. By automating KYC workflows, SIP reminders, and client support, the firm reduced onboarding time by 40% and improved service response times drastically.

    40

    %

    Reduction in client onboarding time

    60

    %

    Automation of SIP communications

    6

     Hrs

    Response time from 24 Hrs          

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