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Zoho CRM PlusSaaSSales & SupportMulti-Region

Enhancing Drova's Sales &
Support Processes
with Zoho Solutions

A cloud data protection SaaS company unifies AU + UK sales operations, automates support workflows, and integrates Xero, Braze, and Segment — all within Zoho CRMPlus.

60%
Less Manual Work
50%
Faster Invoicing
2
Regions Unified (AU+UK)
Drova
ClientDrova
IndustryCloud Data Protection
SolutionZoho CRM Plus
RegionsAustralia & UK
Start Your Journey
About Drova

Drova specializes in cloud-based data protection and management — offering data backup, disaster recovery, and secure storage for businesses seeking robust, scalable strategies. Their solutions are user-friendly, cost-effective, and designed to evolve with modern enterprise needs.

The Challenges

Fragmented Tools,
Inefficient Workflows

Sales Process

Sales Inefficiencies

Lack of streamlined processes made qualifying and managing leads difficult across AU and UK regions.

Disjointed Systems

CRM, Xero, and Braze were not integrated — causing manual data entry and cross-platform delays.

Regional Data Silos

UK and AU entities managed sales data separately, creating visibility gaps and duplication.

Customer Support

Support Bottlenecks

No centralized ticketing system limited timely resolutions and knowledge base development.

Limited Automation

Manual task assignments and follow-ups consumed valuable team time and reduced productivity.

Scalability Concerns

Existing processes couldn't handle growing inquiry volumes as the customer base expanded.

The Solution

Zoho CRMPlus — Fully Integrated
Across Sales, Support & Finance

Braze

Customer engagement integration — seamless data flow for cross-sell/up-sell automation journeys.

Xero

Quote creation in Zoho CRM with automated Invoice sync to Xero — real-time, error-free financials.

Segment CDP

360-degree customer view via enriched data from multiple sources into Zoho CRM Lead scoring.

Zoho Desk

Centralized ticketing, knowledge base, and automated prioritization for global support teams.

5-Phase Implementation

01
Requirement Analysis

Workshops with sales and support teams to map workflows, pain points, and integration needs with Xero and Braze.

02
Configuration & Customisation

Zoho CRM and Desk configured with regional customisations, global visibility, and tested integrations.

03
Data Cleanup & Migration

Merged duplicates, corrected incomplete records, and standardised formats before import into Zoho CRM.

04
Testing & Phased Rollout

Pilot group rollout with feedback cycles, then full-scale deployment after extensive end-to-end testing.

05
Training & Ongoing Support

Tailored training for sales and support teams with ongoing post-deployment refinements and support.

The Results

Tangible Improvements
Across Every Team

60% Less Manual Work

Workflow automation reduced manual sales tasks by 60%, letting teams focus on closing deals.

50% Faster Invoicing

Automated Quote-to-Invoice workflows reduced processing time by 50% with error-free Xero sync.

Unified AU + UK Ops

Consolidated sales data across regions delivered real-time visibility and cross-team collaboration.

Scalable Support

Automated ticket routing, categorization, and a global knowledge base improved customer satisfaction.

Ready to Unify Your Sales
& Support Operations?

FI Digital specializes in Zoho CRMPlus implementations for SaaS and tech companies — delivering integrated, automated, and scalable sales and support systems across regions.

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