GrowBeyond Tech
About Customer
Invensoft needed one operating environment for sales, marketing, recruitment and payroll, together with a controlled transition of recruitment data from Freshworks. Disconnected processes increased manual coordination and limited visibility.
GrowBeyond Tech implemented Zoho One CRM and Marketing Automation, configured Zoho People Plus and Zoho Payroll, and provided initial support in setting up Zoho Recruit. The engagement covered configuration, automation, migration validation, payroll testing, training and handover.
Invensoft Technologies engaged GrowBeyond Tech to implement a connected Zoho environment across sales, marketing, recruitment and payroll. The engagement focused on:
- Configuring Zoho CRM for structured lead and sales management.
- Designing journeys and templates in Zoho Marketing Automation.
- Implementing Zoho People Plus and complete Zoho Payroll.
- Initial support in setting up Zoho Recruit.
Challenge
- Disconnected operations: Sales, marketing, recruitment and payroll required a unified platform and clearer visibility.
- Sales-process visibility: Lead sources, prospect stages and follow-up required a structured Zoho CRM workflow.
- Campaign execution: Marketing required automated journeys, reusable templates and repeatable follow-up.
- Payroll implementation: Employee data, salary structures, components, revisions, arrears and validation required complete setup.
- Recruitment data migration: Freshworks recruitment records needed to be mapped and migrated into Zoho Recruit.
Our Approach
GrowBeyond Tech reviewed the As-Is sales, marketing, people and payroll processes.
The design used Zoho-native capabilities for CRM automation, marketing journeys, People Plus, Payroll and Recruit, supported by controlled data mapping, validation and user enablement.
Solution
Zoho One CRM sales and workflow automation
- Configured leads, accounts, contacts and opportunities for consistent sales tracking.
- Defined sales stages, source tracking and customer segmentation.
- Automated follow-ups and management visibility through workflows and dashboards.
Zoho Marketing Automation journey and campaign management
- Designed customer journeys aligned with lead and engagement stages.
- Created reusable campaign templates for consistent communication.
- Aligned CRM data with targeted campaign execution and follow-up.
Zoho People Plus and complete Payroll implementation
- Configured employee data, salary structures, payroll components and statutory settings.
- Supported salary revisions, arrears, payroll preparation and validation.
- Trained the team on payroll processing, testing and issue handling.
Implementation
Delivered in 6 focused phases:
- Phase 1Requirements gathering and As-Is process documentation.
- Phase 2Zoho One CRM configuration, sales stages and workflows.
- Phase 3Marketing journeys, campaign structure and templates.
- Phase 4Zoho People Plus and complete Payroll configuration and testing.
- Phase 5Initial support for data setup from Freshworks to Zoho Recruit.
- Phase 6UAT, training, stabilization and production handover.
Results
- Connected operating environment
Sales, marketing, recruitment and payroll are supported within the Zoho ecosystem.
- Structured sales management
CRM stages, workflows and source tracking improve follow-up visibility.
- Repeatable marketing execution
Automated journeys and templates support consistent campaigns.
- Complete payroll enablement
People Plus and Payroll provide configured salary and processing controls.
- Improved operational control
Connected processes and user guidance reduce manual coordination.
Implementation highlightGrowBeyond Tech implemented a connected Zoho environment spanning CRM, Marketing Automation, People Plus, Payroll and Zoho Recruit — connected across four business workstreams.
Before & After
| Outcome | Before | After |
|---|---|---|
| Sales and marketing operations | Lead follow-up and campaign activities required manual coordination across separate operating processes. | Zoho CRM and Marketing Automation provide structured pipelines, workflows, journeys and reusable campaign templates. |
| Payroll and people operations | Employee and payroll activities required detailed setup, manual preparation and repeated validation. | Zoho People Plus and Zoho Payroll provide configured employee, salary and payroll processes with guided validation. |
“GrowBeyond Tech helped us connect sales, marketing, recruitment and payroll through the Zoho ecosystem. Their support with complete payroll implementation and the Zoho Recruit improved visibility, consistency and operational control.”
Invensoft Technologies now has a connected Zoho foundation across sales, marketing, recruitment and payroll, with structured workflows, initial support for migrating recruitment data, configured payroll processes and improved operational control.
