“Devtac played a pivotal role in helping us implement a lot of the improvements that we made to our Zoho platforms. We didn’t really know what we didn’t know in regards to Zoho’s capabilities and they really helped guide us in our transformation project. Partnering with Devtac also allowed us to focus on the change management aspect so that our end users were properly guided to the enhancements we were making to the platform.”
-Beatriz Gasgonia, Business Optimization Lead
Challenges
In 2013, Booth & Partners was a fast-paced startup with a mission to deliver world-class outsourced and extended workforce solutions. As their customer base grew rapidly, so did the demand for their recruitment services. However, this growth brought several challenges that hindered their ability to scale efficiently.
The first challenge was strengthening customer relationships, which required unlocking new upsell and cross-sell opportunities while also ensuring high customer retention. As their customer base expanded, maintaining personalized relationships became more complex.
The second challenge was optimizing the recruitment process. Booth & Partners needed to reduce the complexities involved in hiring an extended workforce for their clients, which often led to inefficiencies and slow response times.
The third challenge was centralizing their data for better analysis. As the company grew, their data was scattered across multiple platforms, making it difficult to derive actionable insights that could drive informed decision-making.
Recognizing these challenges, Booth & Partners understood the need for a specialized software solution to manage their growing business. They transitioned from using spreadsheets to searching for a CRM and HRM solution that could streamline their operations. However, purchasing two separate software packages and integrating them was too costly for a startup. After further research, they discovered Zoho One—an all-in-one solution that offered CRM and HRM functionalities, along with over 50 other integrated applications, at a cost-effective price.
Despite finding the perfect solution in Zoho One, Booth & Partners faced another hurdle. They struggled to fully utilize the platform’s capabilities, particularly with Zoho CRM and Zoho Recruit. Users relied on manual workarounds to keep the systems aligned, highlighting inefficiencies. Additionally, they were unaware of many tools and features that could help streamline their processes, limiting the platform’s potential to its fullest.
Solution
To address their challenges, Booth & Partners implemented Zoho One, focusing on Zoho CRM and Zoho Recruit to streamline their sales, recruitment, and client management processes. By integrating both systems, they gained real-time visibility into recruitment efforts, which enabled better client engagement and simplified reporting. Zoho CRM consolidated client data, automated processes, and improved tracking of client retention and service delivery.
To maximize the benefits of Zoho One, Booth & Partners partnered with Devtac, the only Zoho Premium Partner in the Philippines, to ensure optimal implementation. Devtac helped integrate CRM and Recruit to improve workflow efficiency and data visibility. They also developed a new module to streamline client approval requests, utilizing Zoho apps such as Creator, Flow, Sign, and Writer. Through this collaboration, Booth & Partners automated repetitive tasks, reducing the time needed to complete processes and increasing productivity.
This transformation led to a remarkable 80% user adoption across teams, with customized workflows, layouts, and integrations significantly improving operational efficiency. By reducing manual work and enhancing data accuracy, Booth & Partners empowered their teams to make more informed decisions and support their continued growth.
Outcome
As a result of their Zoho One implementation, Booth & Partners experienced significant improvements across various aspects of their business operations. Zoho adoption increased by 18% compared to Q4 2023, ensuring the company maximized the value of its subscription. Automated dashboards now provide a single, reliable source of data, offering real-time performance tracking and enabling clearer role accountabilities. With defined responsibilities and more efficient workflows, the company reduced manual tasks for client approvals by 50%. Additionally, they simplified their operations by retiring three separate forms and four spreadsheets, streamlining processes.
Key outcomes included:
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Job fulfillment rate increased from 55.97% to 82% following the automation of recruitment processes.
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Talent acquisition closing rate jumped from 37% to 89% in Q3 2024.
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Turnaround time for key tasks was reduced by 50%, freeing up employees to focus on high-value activities.
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Zoho adoption surged, with some products reaching 80% usage, reflecting growing trust in the system.
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The platform became scalable and secure, supporting the company’s growth and ensuring compliance with global privacy standards.
These improvements helped Booth & Partners scale more efficiently while improving productivity, decision-making, and client service.
