Customer story: Saveinvest
Six tools replaced by one connected Zoho One platform
How Saveinvest moved from Zendesk and disconnected tools to Zoho One, with PFC Group mapping its processes, building the CRM and migrating its data.
- Sector
- Real estate
- Zoho service
- Zoho One
- Location
- Kraków, Poland
- Customer since
- 2023
- Implementation partner
- Pro Futuro Consulting (PFC Group)
How PFC Group delivered the project
- 1WorkshopsUnderstanding how Saveinvest works
- 2Process mappingSales and procurement flows drawn in LucidChart
- 3CRM designModules, fields, workflows and blueprints
- 4BuildPFC developers configured the CRM
- 5Data migrationOld data mapped and moved into Zoho CRM
The company
Saveinvest is based in Kraków, Poland. It buys land in prestigious holiday locations, such as the Baltic coast and the mountains, divides it, and sells the plots to private buyers as agricultural, investment and ready-to-build land.
The challenge
Saveinvest’s previous CRM, Zendesk, didn’t meet its users’ expectations. Reports were missing, the stages of each process couldn’t be measured, and the company’s IT tools weren’t connected, so data had to be moved by hand, which took time and caused errors.
The company needed a system where both the sales and procurement teams could run their own lead and deal scenarios, across several non-linear sales and marketing funnels, and analyse data from the start, middle and end of each funnel.
Why Zoho One
Sales Director Kamil Markowicz systematically tested more than ten CRM systems, including a Zoho trial. Zoho came out as the most flexible, and Zoho One brought many applications together in one environment.
Saveinvest chose PFC Group because it was the only team that offered to plan and map the entire project before the cooperation even started.
Fewer tools, lower costs
Replaced
With
Saveinvest saves at least USD 500 a month on licences alone, and the overall cost of its sales and marketing tools has dropped several times over.
What Zoho One does for Saveinvest
Every enquiry in one place
Enquiries from more than 30 forms and contact points flow straight into Zoho.
A 360° view of every customer
The full history of communication with each customer is kept and handled in Zoho.
Insight before the first contact
Website visits and heatmaps show what potential customers are interested in before they get in touch.
Fair lead distribution
New leads are added automatically and shared evenly between salespeople.
Connected reporting
Zoho Analytics dashboards combine campaign and CRM data for sales and marketing decisions.
Real-time data exchange
Connected Zoho apps share information automatically, avoiding errors from manual transfers.
Results
A working analytical system
Reports and measures at every stage of the sales and procurement process.
Websites monitored 24/7
Marketing makes strategic decisions based on objective data.
Complete data migration
All data from the old system was transferred successfully to Zoho CRM.
Lower running costs
At least USD 500 a month saved on licences, and much lower tool costs overall.
Working with PFC Group
PFC Group supported Saveinvest at every step, from planning through coordination and progress tracking to changes in the live system. Even though the old data wasn’t well organized, mapping it carefully in Excel made the migration a success.
Along the way, Kamil Markowicz gained such a good understanding of Zoho that he now develops the system himself, without going against its logic.
Next planned steps
Throughout the implementation, we introduced dozens of changes, and the PFC Group team constantly supported us and proposed solutions that have worked in other companies.Kamil Markowicz, Sales Director, Saveinvest
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