Partner Chronicles

Zoho One

Welcome to Partner Chronicles, a podcast brought to you by Zoho One, the all-in-one business management software suite. This podcast dives deep into the world of SaaS through a unique lens: the collaboration between Zoho One and its trusted partners. Join us on an insightful journey as we explore the triumphs and transformations of businesses empowered by Zoho's cutting-edge technology and the expertise of our dedicated partners. Each episode shines a spotlight on a Zoho One partner and how they leveraged Zoho One to address business challenges and create a customized roadmap for success.

Episodes

  1. 05/07/2025

    EP . 09 | Global Automation Made Real: The Relevate & Zoho One Podcast

    In this episode, Sangeeta Nath from Zoho One sits down with Avon Collis, CRM & Automation Specialist at Relevate, to explore how Relevate leverages Zoho One to transform business operations for enterprise clients across Australia, New Zealand, India, Thailand, the UK, and the US. Avon Collis shares his journey from long, manual workdays to building internal help desks, video-based knowledge management, and end-to-end process automation—all within a single, unified platform. Learn how veteran-owned values, rigorous change management, and a “global-first” culture fuel Relevate’s mission to deliver scalable, continuous improvements.   Key Takeaways Veteran-Driven Values & Intelligence Approach Applying military-style intelligence gathering to CRM for deeper customer insights and trust. Unified Platform over Disparate Tools Consolidating silos—CRM, desk, knowledge base, approvals—into one seamless Zoho One ecosystem. Sandbox-First Change Management Training staff in a sandbox weeks ahead, using videos and countdowns to drive smooth cutovers. Global-First, Human-Centric Culture Designing spacious, respectful offices and cross-cultural collaboration (chai, biryani, and all). Continuous Improvement via Zoho Desk Internal ticketing drives self-help articles, cutting support queries by 50% and reinvesting time savings.   Subscribe To Our Other Social Media Channels:- INSTAGRAM : @zoho.one (https://zoho.to/8Zx) X :  @ZohoOne (https://zoho.to/nPJ) LINKEDIN : Zoho One (https://zoho.to/ILj)

    43 min
  2. 04/15/2025

    EP. 08 | From Manual Chaos to Custom Control: How Dynamic Digital Solutions Builds Agile Business Solutions with Zoho One

    In this episode, Sangeeta Nath from Zoho One sits down with Kim McLachlan, Founder and Director of Dynamic Digital Solutions, to explore how Dynamic Digital Solutions helps businesses build agile, scalable applications using Zoho Creator and Zoho One. From construction and mining to professional services and healthcare, Kim shares real stories of transforming business operations—building everything from risk registers to HR platforms and supplier portals. If you're curious about low-code, custom workflows, and how Zoho partners help clients move faster with confidence, this is a must-listen. Key Takeaways Customized Business Apps, Not Generic Tools: Dynamic Digital Solutions crafts tailored solutions using Zoho Creator, eliminating the need for one-size-fits-all software. Rapid Low-Code Development: Kim explains how complex applications can be built and deployed in just days using Zoho’s low-code platform. Solving Industry-Specific Problems: From compliance in mining to HR in healthcare, Dynamic Digital Solutions creates tools designed around the real-world needs of clients. Dynamic Digital Solutions-Zoho Partnership Model: Learn how being a Zoho One partner empowers Dynamic Digital Solutions to integrate tools like CRM, Forms, and Analytics seamlessly. Behind the Build: A look at Dynamic Digital Solutions’ unique approach—working closely with clients throughout the build, not just at the beginning.   Subscribe To Our Other Social Media Channels:- INSTAGRAM : @zoho.one  (https://zoho.to/8Zx) X : @ZohoOne (https://zoho.to/nPJ) LINKEDIN : Zoho One (https://zoho.to/ILj)

    33 min
  3. 03/21/2025

    EP. 06 | From Challenges to CRM Success – The Onion CRM Story

    What happens when a business leader sees a gap in how companies manage customer relationships and decides to fix it? Megan Cunningham Adams, founder of Onion CRM, did exactly that. In this episode, Akram Aslam from Zoho One dives into Megan’s journey, from the early days of building Onion CRM to helping businesses across New Zealand transform their sales and operations. They unpack the real struggles companies face with CRM adoption, the game-changing role of Zoho One’s all-in-one platform, and why the right technology isn’t just about data, it’s about driving growth. Packed with real stories and actionable insights, this is one conversation you don’t want to miss. Tune in now! Key Takeaways – Onion CRM & Zoho One   Zoho One as a Business OS – Customizable, scalable, and the "engine room" for businesses. Implementation – Layered "onion" approach, staged rollout, MVP first, completed in under a month. Training – Short, targeted sessions with follow-ups after 4-6 weeks. Target Markets – Manufacturing ($10M+), charities, and professional services. Strengths – Customer-focused, honest, flexible, and experts in Zoho Analytics & integrations.Onion BI – Advanced analytics, third-party integrations, and dashboards without full Zoho setup. Follow us on our other social media platforms: INSTAGRAM : @zoho.one (https://zoho.to/8Zx)X : @ZohoOne(https://zoho.to/nPJ)LINKEDIN : Zoho One(https://zoho.to/ILj)

    36 min
  4. 03/14/2025

    EP.05 | Business Simplified: How Customerization Leverages Zoho One

    In this episode of Partner Chronicles, powered by Zoho One, Sangeeta Nath, Partner Engagement Specialist at Zoho One, sits down with Kira and Anton from Customerization, a leading Zoho Partner in Canada. They share their expertise in implementing Zoho One for small and medium-sized enterprises (SMEs)—from CRM and automation to accounting, marketing, and beyond. Discover how Customerization takes a customer-first approach, solving real business challenges with custom solutions, integrations, and digital transformation strategies. They also discuss leveraging Zoho Creator for advanced customization, overcoming technical hurdles, and integrating Zoho with enterprise-level workflows. The conversation explores the importance of change management, training, and the power of the Zoho community in ensuring a smooth adoption process. Whether you're a Zoho user, business leader, or tech enthusiast, this episode is packed with insights on how Zoho One can streamline operations and drive business growth. Tune in to learn how Zoho One can be the operating system that transforms your business!   Key Takeaways: Customization’s Zoho One Approach: Adopted Zoho due to client demand and CRM expertise. Uses Zoho end-to-end for operations, from marketing to support. Zoho One’s Unique Value: 40+ integrated apps for business needs. Customizable, scalable, and cost-effective for SMEs. Successful Implementations: Understands customer pain points and ensures smooth adoption. Provides training and change management support. Custom Solutions & Challenges: Builds tailored solutions like inventory analytics and pricing tools. Addresses enterprise needs like lifecycle management and backups. Customer Focus & Community Support: Prioritizes trust, flexibility, and problem-solving. Leverages Zoho’s resources and strong user community.   ✅ Subscribe To Our Other Social Media Channels:-INSTAGRAM : @zoho.one (https://zoho.to/8Zx)X : @ZohoOne(https://zoho.to/nPJ)LINKEDIN : Zoho One(https://zoho.to/ILj)

    39 min
  5. 03/13/2025

    EP.04 | Scaling Smarter: How CRM Masters Leverages Zoho One for Business Growth

    In this episode of Partner Chronicles, Sangeeta Nath, Partner Engagement Specialist at Zoho One, sits down with Vishal Agarwal, CEO of CRM Masters and a Zoho Premium Partner. Vishal dives into his entrepreneurial journey, sharing how CRM Masters has scaled with Zoho One’s powerful, all-in-one business suite. He unpacks the advantages of Zoho One as an operating system for business, the game-changing benefits for companies of all sizes, and how expert partners like CRM Masters drive digital transformation. If you're looking to streamline workflows, automate processes, and maximize business efficiency with an integrated tech stack, this episode is a must-listen! Key Takeaways: Vishal Agarwal’s Journey – How he founded CRM Masters as a Zoho Premium Partner to help businesses leverage Zoho solutions. Zoho One Implementation Strategy – Starting with core apps like Zoho People and Zoho Projects before expanding across organizations. Strengths of CRM Masters – A focus on honesty, transparency, and advanced solution design powered by Vishal’s programming expertise. Zoho One’s Impact – How it transformed CRM Masters’ own operations, improving accounting, invoicing, and time tracking. Tailored Digital Transformation – Helping businesses of all sizes navigate Zoho One with gap analysis and customized solutions. Zoho One as a Business OS – How CRM Masters simplifies its feature-rich ecosystem for clients, ensuring long-term success.   ✅ Subscribe To Our Other Social Media Channels:- INSTAGRAM : @zoho.one (https://zoho.to/8Zx) X : @ZohoOne (https://zoho.to/nPJ) LINKEDIN : Zoho One (https://zoho.to/ILj)

    25 min

About

Welcome to Partner Chronicles, a podcast brought to you by Zoho One, the all-in-one business management software suite. This podcast dives deep into the world of SaaS through a unique lens: the collaboration between Zoho One and its trusted partners. Join us on an insightful journey as we explore the triumphs and transformations of businesses empowered by Zoho's cutting-edge technology and the expertise of our dedicated partners. Each episode shines a spotlight on a Zoho One partner and how they leveraged Zoho One to address business challenges and create a customized roadmap for success.