OAD Technologies is a leading cybersecurity solutions provider committed to safeguarding businesses and individuals from digital threats. Their expertise spans across network security, threat intelligence, data protection, and compliance, ensuring that clients stay ahead of cyber risks. Operating through Inside Sales and Front-end Sales with Pre-sales teams, OAD Technologies manages Microsoft solutions along with 50+ partner products.The company was already using Zoho CRM Enterprise (6 users) and Zoho Books Premium (10 users). However, their existing setup required better structure, visibility, and scalability to support growing sales operations.
OAD Technologies faced multiple operational challenges due to the absence of a structured and centralized CRM approach.
With extensive experience in SaaS implementations, Codelattice designed and implemented a CRM solution using Zoho CRM
Implemented a centralized system using Zoho CRM to manage all leads, deals, and customer data in one place
Designed a structured sales framework aligning Inside Sales, Sales, and Pre-sales teams with clear ownership and accountability
Introduced a stage-driven pipeline (Lead → Qualification → Demo → Quotation → Follow-up → Closure) for consistent deal progression
Deployed lead scoring to prioritize prospects based on engagement and profile quality
Automated lead assignment, follow-ups, and activity tracking to ensure timely and consistent execution
Integrated Zoho Books for seamless quote-to-invoice flow, enabled role-based dashboards and allowed direct creation of quotes, sales orders, and invoices from CRM with improved accuracy and full financial visibility .
The implementation delivered measurable improvements across sales operations, enhancing efficiency, visibility, and team productivity while enabling better decision-making.
100% centralized lead management, with all leads captured in one system, eliminating data gaps and missed opportunities
40–60% faster response time, driven by automated lead assignment and structured workflows
30–40% better follow-up consistency, ensured through system-driven reminders and activity tracking
25–35% higher lead-to-deal conversion rates, enabled by lead prioritization and a structured sales pipeline
Significant reduction in manual effort, with automated quoting and invoicing via Zoho Books reducing errors and saving time
100% real-time visibility and performance tracking, with role-based dashboards enabling faster, data-driven decisions for users and management
The transformation driven by Zoho CRM and Zoho Books has redefined how OAD Technologies manages its sales operations. With improved visibility, faster execution, and enhanced collaboration through Microsoft Teams, the organization is now equipped with a scalable foundation to support long-term growth and deliver better customer outcomes.
Connect with Codelattice to transform your business operations, reach out to us at zoho@codelattice.com.
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