A connected platform built for a growing partner network.
As Desafio D'Elencos scaled its partner network, inconsistent processes and limited visibility were holding it back. LOBA built a connected Zoho One ecosystem that standardised operations and gave partners a professional portal of their own.
Challenge
Rapid growth across a network of business partners exposed the limits of Desafio D'Elencos' existing setup. Processes varied by product type, client response times were difficult to control, and partners had no visibility of the business they were generating. The business needed structure without losing speed.
Solution
LOBA designed and implemented a multi-application solution built on Zoho One. Zoho CRM provided a structured sales pipeline with real-time tracking of proposals and clear accountability between commercial and back-office teams. A dedicated partner portal, built in Zoho Creator, gave business partners direct access to submit and track their processes independently. Leads from social media and the website are captured automatically via Zoho Social and Zoho Flow, routed directly into the CRM. Zoho WorkDrive centralised document management, and Zoho Cliq brought internal communications into the same ecosystem.
Results
- Structured sales pipeline with full proposal visibility across commercial and back-office
- Dedicated partner portal built in Zoho Creator, with independent process submission and tracking
- Automated lead capture from social media and website, routed directly to CRM
- Centralised document management and internal communications within one ecosystem
- CLIENT
- Desafio D'Elencos
- SECTOR
- Financial Services
- SCOPE
- Multi-application Zoho One ecosystem with partner portal, automated lead capture, and centralised communications
- OUTCOME
- 20+ partners served through a single platform
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