ABOUT CUSTOMER
Brainbox Consulting is a technology and business consulting firm focused on helping organizations adopt digital solutions to improve efficiency, visibility, and growth. With expertise across multiple areas of digital transformation, Brainbox works closely with its clients to design and implement scalable, future-ready solutions. Driven by a strong commitment to customer success, Brainbox continues to empower businesses with practical, results-oriented consulting services.
Industry : IT Services
Application & Services Used : Zoho CRM, Zoho People and Zoho Payroll
"Thank you for the great support throughout the Zoho CRM and Zoho People implementation. I'm happy to share our feedback based on the overall experience. Our engagement with V-Align started with an introductory call with Pranaam. I had initially reached out to five different vendors for this project, and V-Align was the first to respond. Pranaam followed up after the initial call, took the time to understand our needs in detail, and came back with a clear and competitive proposal. Once the implementation started, you took ownership of the project and managed it with great efficiency. I really appreciated your proactive follow ups, your knowledge on both Zoho CRM and Zoho People, and your ability to provide practical tips throughout the process. Even though we had paid in advance for 60 hours, you completed everything smoothly in just 30 odd hours, without dragging things out or compromising on quality. Your effort in coordinating with Zoho to ensure the data migration from the .in to .comdomain also deserves a special mention. Overall, it's been a smooth and efficient experience working with you and the V-Align team. We are satisfied with the outcome and would gladly consider working together for future requirements. Thanks again for your excellent support!"
- Brainbox Innovation Services Private Limited
CHALLENGES
Before implementing Zoho CRM, Brainbox Consulting relied on manual processes to manage leads, contacts, and deals. Key challenges included:
- Limited visibility into the overall sales pipeline.
- Manual tracking of enquiries and follow-ups.
- Risk of data duplication and loss.
- Time-consuming reporting and lack of real-time insights.
- Inconsistent handling of prospects across the team.
As a result, the sales team spent more time maintaining data , which began to impact efficiency and growth.
On the HR front, although Brainbox was already using Zoho People and Zoho Payroll, these systems were not built to their full potential, leaving key processes partially manual and disconnected.
SOLUTION
To overcome these challenges and support its growing operations, Brainbox Consulting adopted Zoho as a unified business platform, with Zoho CRM at the core of its sales transformation and Zoho People and Payroll strengthening its HR operations. The vision was clear—to build a single source of truth for both customer and employee information while reducing manual effort and improving visibility across the organization.
Zoho CRM Implementation
Zoho CRM was implemented to bring accounts, contacts, leads, deals and activities into one system, giving the team a clear and structured view of every prospect and customer. The platform enabled Brainbox Consulting to seamlessly track enquiries from the moment they enter the system through to successful conversion, ensuring that no opportunity is overlooked.
Automation played a key role in the solution. Routine sales activities such as follow-ups, internal alerts, and status updates were streamlined by setting up workflows and implementing blueprints to reduce dependency on manual tracking. This allowed the sales team to focus more on meaningful customer interactions rather than administrative work.
Smart data capture and standardized sales stages ensured that essential information was consistently maintained across the system, improving data quality and decision-making. Built-in notifications and reminders helped the team stay aligned and responsive at every stage of the customer journey. Dashboards and reporting capabilities were enabled to track metrics such as new leads, conversion rate, deal pipeline, follow-up compliance, and team performance.
Zoho People and Payroll Implementation
In parallel, Brainbox optimized its existing Zoho People and Zoho Payroll setup to strengthen internal operations. Attendance and leave management were fully implemented within Zoho People, bringing accuracy and transparency to workforce management. Seamless data synchronization between People and Payroll eliminated manual payroll processing and reduced errors. To further streamline administration and ensure consistency, all Zoho applications were migrated to the .com domain, creating a unified and secure digital environment.
Designed with scalability in mind, the solution now supports Brainbox Consulting’s current business needs while also preparing the organization for future growth, higher transaction volumes, and evolving operational complexity.
RESULTS
Following the implementation of Zoho CRM, Zoho People, and Payroll, Brainbox Consulting achieved improvements across operations:
- Complete visibility of the sales pipeline in real time.
- Faster response to customer enquiries and improved follow-up consistency.
- Elimination of manual, Excel-based lead and deal tracking.
- Higher data accuracy and reduced risk of duplication and loss.
- Improved sales productivity with less administrative effort.
- Centralized management of attendance and leave.
- Faster and more accurate payroll processing through seamless HR–payroll sync.
- Reduced administrative workload across sales, HR, and finance teams.
- Better reporting, forecasting, and data-driven decision making.
- A scalable digital foundation to support future business growth.
