How Kafoodle consolidated a web of apps to scale at speed

Kafoodle was rapidly expanding. All their resources were focused on managing and acquiring customers and developing new features. Existing employees had limited internal project time and little CRM architecture experience. Still, they were wasting time using the original tech stack, which only amplified drawbacks as the business grew.

Migrating all their legacy data into Zoho was as simple as exporting spreadsheets and handing them to FlowsEasy to cleanse, format and import. Consolidating all their separate apps inside the Zoho package, there was no loss of functionality during the transition, and all the apps were configured and ready for immediate use.

With all the apps set up and the Kafoodle team trained, they could now start a staged integration plan to steadily implement new Zoho apps with functionality they previously didn't possess. Further increasing their automation and installing operational processes to boost productivity and support their ambitious growth plans.  

With several apps working independently to serve customers and prospects, it took a lot of work to get a real insight into consumer behaviour and identify patterns. Segmenting and targeting are nearly impossible without full-funnel visibility, and product development is constrained without customer interaction reports.  

Now the CRM is connected with apps for marketing, direct communication and support. All this information is unified and can be viewed on a single screen. Eliminating any disparity created by isolated applications and providing total clarity on acquisition sources and interactions throughout the customer life cycle.

Many marketing apps, all working in isolation, create a hefty monthly bill. Managing important conversions and unsubscribes without an integrated central database was a manual and lengthy process open to error.

Marketing campaigns are managed across multiple channels, with all the interactions and performance data stored in CRM and logged to contact profiles. Automation and customer journeys can be effortlessly scaled using Zoho forms to act as a trigger for lead enrollment into marketing sequences and sales tasks.  

Kafoodle also utilises FlowsEasy Marketing Manager bolt-on service, providing Kafoodle with a virtual marketing manager to create and manage campaigns. Contactable from within their own internal Zoho team communication apps, as if they were a remote member of the Kafoodle team.

Kafoodle saw the implementation as a chance to review its processes. How they managed leads, organised support and communicated with customers was all done manually inside various databases.

FlowsEasy concentrates on business processes that can be automated, supported or standardised inside a Zoho environment. Kafoodle can utilise FlowsEasys' decades of organisational experience for advice beyond creating a workflow in Zoho but get best practice approaches for the business and how to develop processes that will scale.

Kafoodles' team members have a clear vision for how it should operate and the desired outcomes. Every ticket raised is a challenge. Instead of simply completing the task to specification, FlowsEasy evaluates the process, takes time to understand the objectives and creates the most appropriate solution.

1. Always speak to current customers. You're going to be working with a partner for a long time. Make sure you know what they are like to work alongside.

2. Understand the cost to the business over three years. It's a long-term investment; when you stop working on a system, you stop getting new benefits and results.  

3. Don't try and do everything at once. It's unachievable, likely rushed, and can shock internal teams. Make a plan, prioritise features essential to your operations, and then expand on them.