Streamlining Operations and Enhancing Efficiency

Agile data services business logo


The Challenge

Chris Dawson, the owner of Agile Data Services, a leading supplier of new and used enterprise IT hardware and maintenance solutions based in Australia, sought to enhance his business operations. His company's mission is to enable clients “to get what they need, when they want it.”

Chris engaged Captaintech for Zoho support and CRM setup to accommodate more users and improve efficiency within the system.

Some of the key challenges faced included:

  • - Maximising the potential of their Zoho One subscription
  • - Lack of Role-Based Access Control (RBAC)
  • - Difficulty in tracking and reporting on sales commissions
  • - Time-consuming manual data handling

The Process

Captaintech addressed these challenges by optimising Agile Data Services' processes using Zoho CRM. The key areas of focus were:

  • - Optimising Pre-Existing Deluge Functions and Workflow Automation: Streamlining existing functions to enhance efficiency.
  • - Optimising Mail Merge Documents and Templates: Ensuring consistency and professionalism in communication.
  • - Implementing RBAC and Data Sharing Hierarchy: Enhancing security and ensuring that the right information is accessible to the right people.
  • - Implementing Deal Commission Calculations: Automating the process to reduce manual errors and save time.
  • - Integration with Office 365: Seamlessly integrating with existing tools to improve workflow and productivity.


The Outcome

Since engaging with Captaintech, Agile Data Services has successfully standardized its CRM processes and streamlined financial management. Key outcomes include:

  • - Automation of Commission Calculations: Reducing manual effort and ensuring accuracy.
  • - Improved Data Accuracy and Integrity: Enhancing the reliability of data for better decision-making.
  • - Efficient Tracking of Sales Department Deals: Providing real-time insights into sales performance.
  • - Enhanced Internal Experience: Streamlining the user experience to improve overall efficiency and satisfaction.

By addressing these challenges, Captaintech has helped Agile Data Services achieve greater operational efficiency and better utilise their Zoho One subscription, ultimately driving business growth and success.