Zoho CRM Enhancement for a High-Performance Digital Marketing Team
Quick Read
Problem Statement
Proposed Solution
Implementation & Results
LOCUS-T’s sales process was streamlined by refining their full sales cycle, implementing structured lead acceptance and reassignment rules, automating follow-up reminders, and strengthening quotation approvals with a more organised product catalogue. We also integrated Zoho Campaigns and provided user training, enabling consistent outreach and improved overall lead management.
Full Case Study
Business Case at a Glance
LOCUS-T is no stranger to Zoho CRM, they had been using it independently and had already developed an internal workflow based on their sales processes. As their business expanded, they recognised the need to enhance what they had built to support more volume, clearer data structures, and smoother collaboration.
Aplikasi served as the expert partner to elevate their CRM foundation and fine-tune it to match their growing operational needs.
What apps have been deployed
Company Background
Established in the 90s, LOCUS-T stands as one of Malaysia’s leading digital marketing agencies, trusted by over 7,000 SMEs and MNCs across 50 industries. Offering a wide range of solutions—from SEO to web development—their success reflects both deep industry expertise and strong client demand.
As a Google Premier Partner and Meta Business Partner, LOCUS-T operates in a high-performance environment where internal systems must be agile, structured, and scalable. Optimising Zoho CRM was a strategic move to support continued growth.
The Challenge
LOCUS-T had long used Zoho CRM to manage leads and client relationships. Their teams were familiar with the system, but with increased sales volume and more complex workflows, they identified several areas where expert refinement would help:
- Ensuring timely lead follow-ups
- Creating clearer sales cycle visibility
- Reducing manual coordination
- Improving data accuracy
- Establishing stronger approval structures
- Enhancing the link between leads, contacts, and campaigns
They had already built the foundation—now they needed a stronger, more scalable structure.
Finding the Solution
Aplikasi assessed LOCUS-T’s existing CRM setup and focused on elevating what they had created. Instead of rebuilding from scratch, we strengthened their workflows, clarified their sales stages, and added key automations to reduce manual effort.
Our enhancements included:
- Smart lead reassignment and acceptance flow
- Automated reminders for better response discipline
- Refined roles and permissions for clearer data access
- Product catalogue structuring
- Quotation approval logic
- Integration of CRM with Zoho Campaigns
- User training to ensure smooth adoption
This allowed LOCUS-T’s teams to work with greater clarity and consistency across departments.
Implementations & Results
1. Refining Lead Management & Follow-Ups
Having built their lead process internally, LOCUS-T wanted to improve speed and accountability. Aplikasi reinforced their setup by introducing:
- A structured lead acceptance step
- Automated reassignment when leads go untouched
- Reminders to prompt timely follow-ups
- Smoother capture of website enquiries directly into CRM
These improvements helped LOCUS-T maintain stronger lead hygiene and faster response times without increasing manual work.
2. Organising Product Information
Aplikasi also helped clean up and import LOCUS-T’s product catalogue into Zoho CRM, giving their sales team access to structured and accurate product data. This made the quotation process more consistent and minimised manual referencing or outdated documents.
3. Strengthening Quotation Approvals
Previously, approval coordination required manual communication. Aplikasi implemented a structured approval flow that ensures quotes with discounts or special conditions reach the right decision makers. Notifications now keep teams aligned, and once deals are confirmed, billing is alerted automatically.
4. Enhancing Zoho Campaigns Integration
To support LOCUS-T’s ongoing marketing initiatives, Aplikasi integrated Zoho Campaigns with CRM and provided training to ensure the team could create targeted, data-driven campaigns using accurate CRM insights.
By enhancing their existing self-built CRM setup, LOCUS-T gained:
- Clearer processes
- Improved cross-team alignment
- Faster lead response cycles
- More confidence in their quotation flow
- Cleaner campaign segmentation
- A CRM system that grows with their business
Conclusion
Big shoutout to Nurul Asyiqin for always being so quick and reliable with Aplikasi Support!
She consistently responds promptly to any questions or issues, ensuring that solutions are delivered without delay. Her reliability and consistent speed make a significant difference in our experience, and her helpful nature is always reassuring. We truly appreciate the effort and support!
- LOCUS-T Sdn Bhd
Ready to turn your business challenges into success stories? Let’s explore how Aplikasi can simplify and streamline your operations—just like we’ve done for businesses across various industries.
