Nexivo - Zoho's Favourite Partner
Zoho's Favourite Partner


Company Portfolio

Company Name


Industry Vertical

Best Work Places


Hyderabad, India

Zoho Products GPTW Uses

Executive Summary:

Great Place to Work is the global authority on building, sustaining and recognizing High-Trust, High-Performance CultureTM at workplaces. We have crafted our perspective by learning from great leaders, surveying millions of employees, and examining thousands of the best workplaces around the globe. We serve businesses, non-profits, and government agencies in more than 60 countries, across all six continents, mission touching more than 10,000 organizations every year. We thrive on sharing the insights we’ve gleaned from our work with companies of all industries and sizes, in order to help organizations around the world, build, sustain and scale their great culture.Great Place to Work® Institute has conducted pioneering research on the characteristics of great workplaces for over 30 years. We believe all organizations can become great workplaces, and our mission is to help them succeed. Great Place to Work® Institute partners more than 10,000 organizations every year around the world to help create and sustain a High-Trust, High Performance Culture.

The Challenges:

    1.  Automation of the complete business process in crm

    2.  Feedback for the accounts for multiple years

      3.  Reports generation


Zoho CRM:

We have customised the deals, accounts, leads and accounts module as per the use case. Created a new layout to accommodate all the field values from the accounts module. We have created the custom functions to retrive the data from the accounts module to deals module without any loss of data. We have also given the training to the team on usage of the deals, leads and accounts module. We have created the mail templates and workflows for automating the processes.

Zoho Analytics:

Integration of the analytics with zoho CRM is done for configuration of the reports. We have created several reports based on the module data of the zoho CRM. We have also created the sub reports for all the main reports. We have also given training for accessing, edit and add or modify the columns & rows of the report.


Zoho CRM:

Creation of the deals, accounts and leads has been simplified. The new layout creation has made the client effortless for getting the details of the accounts module. Triggering of the mails has been automated.

Zoho Analytics:

Integration of the zoho crm with analytics ha made it easy for getting the data of the leads, deals and accounts module and creation of the reports based on that data. All the report generation for the GPTW team has become hazzle free and also due to the sub reports configuration they were not missing any important data that they require.