Case Study: Transforming BrandTouch with a Unified Zoho Ecosystem

BrandTouch & Analytics: Operational Transformation

From Fragmented to Unified

How BrandTouch & Analytics connected Sales, Finance, and HR into one powerful ecosystem—transforming disconnected systems into a strategic advantage using Zoho.

40% Cost Reduction
95% Faster Payroll
0 Data Duplication

The Operational Pivot

Before the transformation, BrandTouch experienced rapid growth that outpaced their infrastructure. Explore the friction points below to understand why change was necessary.

Context: Scaling Pains

Operating two verticals (DirectX and Y-Connect), the company faced a classic "good problem": growth was creating chaos. Sales, Finance, and HR operated in silos, relying on spreadsheets. This section allows you to toggle between the specific pain points and the implemented solutions.

Select Domain:

!

The Friction (Before)

The Solution (After)

The 7-App Ecosystem

Aarialife implemented a "Single Source of Truth" strategy. Click on any app tile below to reveal how it contributes to the unified workflow.

Zoho CRM

Lead Management

Zoho Books

Finance Hub

Zoho Projects

Delivery Tracking

People & Payroll

HR Automation

Zoho Expense

Reimbursements

Analytics

BI & Reporting

Zoho Forms

Data Capture

Unified Data Core
⚙️

Select an app above

Click on a tile in the grid to see specific implementation details and benefits for that module.

Quantifiable Impact

The move to a unified ecosystem didn't just improve morale; it drove hard metrics. The data below illustrates the efficiency gains in cost, time, and labor.

Payroll Processing Efficiency

Time required to process monthly payroll (Hours)

Result: 95% reduction in processing time with 100% compliance accuracy.

Software Cost Rationalization

Relative cost comparison (Before vs After)

Result: Consolidated 12+ disconnected tools into 1 suite, reducing spend by 40%.

The "Zero-Touch" Deal Handover

Previously, moving a deal from Sales to Finance was manual. Now, it's automated.

Deal Won (CRM)
Sales Order (Books)
Project Created
15+ Hours Saved Weekly on Manual Entry

Future Scope: AI & Automation

With a solid "Single Source of Truth" foundation, BrandTouch is shifting from operational efficiency to strategic dominance.

01. Predictive AI

Leveraging Zoho Zia to predict revenue trends and lead closure probability based on historical data.

02. Closed-Loop Marketing

Integrating Marketing Plus to unify campaign performance with backend sales data for true ROI tracking.

03. Client Portals

Self-service access for clients to view project status and financial statements, reducing support overhead.

© 2024 Transformation Case Study. Based on the Aarialife & BrandTouch success story.

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