Anjii O.

Operations System Setup & Zoho One Implementation

Kobo Business Services Subsidiaries: Agency | Foods | Chauffeur | Freight • Freelance

Nov 2025 - Feb 2026 • 3 mos

Project Overview: Successfully led the complete digital transformation and system architecture setup for a multi-industry business group using Zoho One. Delivered a fully automated, centralized, and scalable operational system tailored to each subsidiary. What I Delivered: ✔ Full Zoho One account setup & configuration ✔ Custom CRM pipelines for client acquisition & sales automation (Kobo Agency) ✔ Inventory & vendor management system with automated order tracking (Kobo Foods) ✔ Fleet booking, trip tracking & invoicing automation (Chauffeur) ✔ Logistics coordination, freight tracking & billing workflows (Freight) ✔ Accounting system setup with Zoho Books (invoicing, expenses, reporting) ✔ HR & payroll automation using Zoho People ✔ Internal approval workflows & task management system ✔ Executive dashboards & real-time reporting system ✔ Staff onboarding, documentation & system training Results Achieved: 🚀 60% reduction in manual processes 🚀 Centralized data across 4 subsidiaries 🚀 Automated invoicing & payment tracking 🚀 Improved inter-department collaboration 🚀 Scalable system ready for expansion Skills Used: Zoho One Implementation | CRM Customization | Workflow Automation | ERP Setup | Operations Management | Inventory Systems | Fleet Management Systems | Business Process Optimization | Digital Transformation Zoho CRM Setup, Zoho Commerce, Zoho Campaigns, Zoho Books, Zoho Analytics, Zoho Project, Zoho Forms, Zoho Sprint, Zoho Bookings, Zoho Desk, Zoho Marketing Automations, Zoho People, Zoho Inventory, Zoho Workdrive, Zoho Vault, Zoho Recruit, Zoho SalesIQ, Zoho Automations, Zoho Flow, Zoho Meetings, Zoho Book keeping, Zoho One, Zoho Sites

Business Systems Automation & Zoho One Implementation

Trade Show University • Freelance

Mar 2025 - Aug 2025 • 5 mos

Project Overview: Trade Show University was struggling with disconnected systems, manual follow-ups, poor lead tracking, and inefficient course enrollment workflows. Sales, marketing, finance, and student management were all operating separately, causing delays, missed opportunities, and revenue leakage. They needed a fully automated, centralized system that could scale with their training programs and live event operations. 🔎 Problems Identified: ❌ No centralized CRM for tracking leads from webinars, trade shows & campaigns ❌ Manual email follow-ups leading to lost prospects ❌ Disorganized student enrollment & onboarding process ❌ Inconsistent invoicing and payment tracking ❌ No automated workflow between marketing, sales & operations ❌ Lack of real-time performance reporting ❌ Poor internal task coordination ✅ Solutions I Implemented: ✔ Designed and deployed a fully customized Zoho One ecosystem ✔ Built structured CRM pipelines to track leads from registration to enrollment ✔ Automated email sequences & nurture campaigns ✔ Created a seamless course enrollment and onboarding workflow ✔ Integrated invoicing & payment tracking system ✔ Automated task assignments between departments ✔ Built executive dashboards for revenue, campaign performance & enrollment metrics ✔ Centralized student data & communication tracking ✔ Implemented workflow automation to eliminate repetitive manual tasks ✔ Provided full team training & SOP documentation 🚀 Results Delivered: 🔥 Increased lead conversion rate through automated nurturing 🔥 Reduced manual admin workload by over 50% 🔥 Improved enrollment processing time 🔥 Clear visibility into revenue & campaign ROI 🔥 Scalable system built for future program launches Zoho Apps Implemented: Zoho CRM Zoho Books Zoho Campaigns Zoho Marketing Automation Zoho Forms Zoho SalesIQ Zoho Desk Zoho Projects Zoho Flow Zoho Creator Zoho People Zoho Sign Zoho Analytics Zoho Meeting Zoho WorkDrive Zoho Subscriptions Zoho Inventory Zoho Social