Case Study: Zoho One Implementation for Livexpert Technologies

Client Overview

Company: Livexpert Technologies

Website: https://livexperttechnologies.com/

Industry: IT Services & Technology Solutions

Livexpert Technologies is an IT services company providing technology solutions, onsite technical support, and sales-driven service engagements. Their operations involve digital marketing, lead management, field visits by sales and technical teams, and continuous internal coordination across departments.

As the company expanded its sales and service operations, they required a centralized system to manage marketing activities, leads, deals, field visits, team communication, and internal operations efficiently.

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Challenges

Livexpert Technologies was managing marketing, sales, and field operations using multiple disconnected tools, which resulted in:

• Lack of centralized visibility into marketing leads and sales pipelines

• Manual tracking of onsite sales and technical visits

• No real-time visibility of field team locations and visit status

• Difficulty coordinating between sales, technical, and management teams

• Disconnected internal communication and email systems

They needed a unified platform to manage marketing, sales, field operations, and team collaboration end to end.

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Solution Provided

Worthy Desk implemented Zoho One with a strong focus on sales automation, field tracking, and internal collaboration using:

• Zoho CRM

• Zoho Social

• Zoho People

• Zoho Cliq

• Zoho Mail

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Implementation Highlights

• Zoho CRM for Sales & Field Operations

  • Centralized lead and customer management system

  • Complete sales pipeline and deal tracking from enquiry to closure

  • Assignment and tracking of onsite sales and technical visits

  • Real-time visibility of visit status and activity updates

• Live Location Tracking for Field Teams

   

  • Enabled live location tracking for onsite sales and technical staff

  • Improved monitoring of field movements and visit accountability

  • Better coordination between office and field teams

• Zoho Social for Marketing Management

  • Centralized management of social media channels

  • Lead generation and campaign tracking from a single dashboard

• Zoho People for Staff Management

  • Employee records, attendance, and role-based access

  • Better tracking of staff responsibilities and field activities

• Zoho Cliq for Internal Communication

  • Centralized team communication across departments

  • Faster coordination between sales, technical, and management teams

• Zoho Mail Implementation

  • Professional domain email setup

  • Centralized business communication linked with internal systems

Worthy Desk handled the complete Zoho One implementation, configuration, automation setup, user training, and ongoing support.

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Results

With Zoho One in place, Livexpert Technologies achieved:

• End-to-end visibility across marketing, sales, and field operations

• Improved lead conversion and sales pipeline management

• Real-time tracking and better accountability of field teams

• Faster internal communication and decision-making

• Improved operational efficiency and team coordination

• A scalable system to support future business growth