OBJECTIVE

Unify fragmented tools and automate key processes for the client through Zoho One with a focus on centralizing donor management, streamlining caregiver onboarding and payroll, enhancing fundraising and event operations, and enabling real-time reporting to support organizational growth.

CUSTOMER FEEDBACK

“The team’s communication and responsiveness were outstanding. Implementation was efficient, and the transition to Zoho One has significantly improved how we manage donors, caregivers, and events.”

ABOUT CLOUDQ

CloudQ is based in Alpharetta, GA. We specialize in cloud-based technology implementations including Salesforce and Zoho. Our clients value our transparent, highly efficient, and customer-centric approach. As a trusted consulting partner, we deliver scalable technology solutions that drive measurable business impact.

www.cloudq.net

info@cloudq.net

US: +1 404 410 1441

India: +91 62829 56021

CHALLENGES

Fragmented Systems: Disconnected tools caused operational silos.
Manual Processes: Recruitment and payroll lacked automation.
No Integrations: Timesheets, invoicing, and accounting weren’t linked.
Limited Engagement: Donor and event management were inefficient.
Poor Analytics: Weak reporting hindered strategic insights.

APPROACH

We adopted a structured agile 12-week implementation strategy, beginning with requirement gathering and workflow mapping to align with Zoho One’s capabilities.

Key Implementation Steps:

Centralized Data: Zoho CRM unified donor, caregiver, and family management.
HRMS Portal: Custom Zoho Creator app for onboarding, timesheets, and access control.
Financial Automation: Zoho Books, Payroll, and Wells Fargo integrated for seamless accounting.
Recruitment: Zoho Recruit with Checkr for automated background checks.
Website Migration: Moved from Wix to Zoho Sites for a better donor experience.
Marketing & Events: Used Zoho Campaigns, Social, Backstage, and SalesIQ for automation.
Analytics: Zoho Analytics enabled real-time dashboards and reports.
Training: Regular user sessions ensured smooth adoption.

BUSINESS BENEFITS

Unified Platform

Replaced 10+ tools with one Zoho ecosystem.

Automation

Streamlined hiring, payroll, campaigns, and events.

Communication

Boosted engagement with newsletters and reports.

Insights

Dashboards improved decisions and resource use.

Efficiency

Cut costs, saved time, and increased productivity.

CLIENT PROFILE

The client is a non-profit supporting families, caregivers, churches, and donors by building connections, managing caregivers, and fostering transparent donor engagement.

CLIENT INDUSTRY

Non-Profit / Faith-Based Community Services

TECHNOLOGY USED

Zoho One Suite: CRM, Books, Payroll, Recruit, Creator, Campaigns, Meetings, Bookings, Social, Backstage, Sites, Analytics, SalesIQ
Integrations: Wells Fargo Bank, Stripe, Donorbox, Checkr
Methodology: Agile, 12-week delivery, ~455 implementation hours