All Case Studies
Zoho CRM PlusCRM MigrationSaaS

Drova's Journey
from Salesforce Complexity
to Zoho CRMPlus Simplicity

A rapidly-growing SaaS company replaces an overbuilt CRM with a connected, flexible operations hub — achieving real-time data visibility and global scalability.

1 Hub
Connected Operations
3+
Real-time Integrations
Global
Scalability Roadmap
Drova
ClientDrova
IndustrySaaS / CRM
SolutionZoho CRM Plus
PartnerFI Digital
Start Your Journey
About the Client

Drova is a rapidly-growing SaaS company. As their operations scaled, the limitations and costs of their legacy Salesforce setup became increasingly challenging, prompting a search for a more adaptable and affordable solution.

The Challenge

What Was Holding
Drova Back

Complex, Expensive CRM

Drova's Salesforce setup evolved into an overly complicated, resource-intensive system — difficult to maintain and expensive to scale.

Administrative Burden

High administrative overhead sapped productivity and slowed process improvements across the organisation.

Disjointed Data & Workflows

Multiple applications with poor integration made data alignment and real-time visibility hard to achieve.

Need for Flexibility

The management team wanted to reimagine workflows and create a seamless experience for users and leadership alike.

Our Solution

Guided Transition to Zoho CRMPlus,
Delivered by FI Digital

01

Discovery & Planning

  • Deep-dive into business goals, technology stack, and pain points
  • Stakeholder interviews and requirements mapping for future-proof architecture
  • Process and persona mapping — from lead capture to post-sales analytics
02

Implementation & Integration

  • Zoho CRMPlus deployed as a fully connected hub — sales, marketing automation, and analytics
  • Complex lead management and user journeys reimagined for performance and simplicity
  • Real-time integrations: website, Segment, Braze, and Zoho CRM — single source of truth
  • Management gained a bird's-eye view of data movement across the organisation
03

Ongoing Partnership

  • Hands-on support, ongoing training, and continuous system optimisations
  • Staged implementation for quick wins with a roadmap for long-term global scalability
The Results

What Drova
Achieved

Simplicity & Flexibility

Replaced Salesforce complexity with Zoho CRMPlus's intuitive, adaptable platform.

Seamless Integration

Data flows across website, product, marketing, and CRM — enabling automations and real-time insights.

User Empowerment

Teams configure and expand workflows with ease. Minimal time to value, tailored onboarding.

Global Scalability

Confidently scale into new markets and handle higher volumes without added complexity or cost.

"

"There's a lot of power you can get [from Zoho] if you use it properly. Even when we were evaluating Zoho, our previous sales and revenue ops colleagues were jealous of not being able to use Zoho because of its simplicity. It's highly customizable, really as simple or as complex as you need it to be."

AL
Andrew Lingley
Head of Growth & Marketing Ops, Drova
Watch the Story

Hear It Directly
from Drova

Why Choose FI Digital?

Ready to Simplify Your
Digital Operations?

With a proven methodology and a business-first approach, FI Digital empowers SaaS ventures to unlock the full value of Zoho — enabling teams to move faster, do more with less, and scale for the future.

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