Zoho CRM: How SysGroup Uses It to Automate Their Sales Lifecycle

TL;DW: SysGroup uses Zoho CRM to automate their sales lifecycle, manage 1,000+ customers, and streamline contracts, support, and renewals across sectors. Join us to see how. | Video by Zoho Corporation

The video demonstrates how Zoho CRM supports a multi-office managed service provider with over 1,000 customers through structured data management and end-to-end automation. The sales lifecycle—from lead to invoicing—is fully integrated within Zoho CRM, with clear workflows for opportunities, quotes, contracts, and sales orders. Custom modules enable tracking of customer assets, suppliers, and recross-sell potential, providing a comprehensive view of each account. Automation is applied to recurring contracts and license renewals, reducing manual intervention and improving service continuity. Sentiment analysis from support tickets is used to monitor customer feedback, enabling proactive issue resolution. Integration with Microsoft 365, Teams, Outlook, SAP, and Zoho Books ensures data consistency across systems. The unified customer record combines sales, support, and sentiment data, supporting real-time decision-making. Automation of SSL and license renewals prevents outages through scheduled triggers and alerts. This implementation highlights Zoho CRM’s capability to manage complex operations at scale. For organizations seeking a robust, scalable CRM solution, this case shows how automation and modular design can support diverse business functions. Want to see how Zoho can streamline your company’s operations? Get in touch and schedule a free consultation with an Advanced Zoho Partner today.