A Comprehensive Digitalization Project in the Zoho Ecosystem for Chromozoom
Chromozoom is a biotech startup operating in the health and longevity sector. It focuses on genetic testing and provides customers with personalized outputs, recommendations, and insights based on DNA analysis.
The company's goal is to offer a modern and scientifically backed approach to supporting a healthier lifestyle through innovative digital products and services.
The Challenge
Chromozoom approached us during a period of intensive development with the intention of digitalizing key internal processes and creating a solid foundation for scaling the company. The company primarily worked with its own CMS, a custom-developed application, and spreadsheet tools, which no longer met their growing needs and complicated effective process management and data utilization for strategic decision-making.
Our task was to:
- Understand the existing processes and the operational functioning of the company in detail.
- Recommend the most suitable solution for the digitalization and standardization of processes.
- Prepare an implementation roadmap with clear step prioritization.
- Implement the Zoho One platform as a unified digital ecosystem.
- Build functional and scalable customer support.
- Establish a central CRM with the ability to integrate with the existing CMS and other systems.
- Set up emailing tools for newsletters, customer communication, and other marketing activities.
Řešení
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Understanding Phase: Workshop and Roadmap
We started the project with an analytical phase aimed at understanding the existing processes, utilized technologies, and the needs of individual teams in detail. During several workshops, we identified areas for improvement and, together with the client, defined the requirements for digitalization.
Based on these findings, a comprehensive roadmap was created, defining priorities and the implementation process. The output also included an Executive Summary intended for the company's management to approve the scope and estimated budget of the entire project.
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Licensing and Basic Zoho One Setup
Next, we secured licenses within Zoho One and prepared the environment for implementing individual modules. This phase also included aligning the scope of the solution and implementation priorities to ensure they matched Chromozoom's long-term needs.
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Implementation Phase I: Customer Support and CRM
The first implementation phase focused on building functional customer support and a central client database. We deployed Zoho Desk as the main tool for request management and Zoho SalesIQ, which provided live chat and a chatbot for initial customer contact. Subsequently, we used Zoho Forms to unify online forms—for example, for contact inquiries, submitting requests from the website, or collecting additional information.
In parallel, we began implementing Zoho CRM and connected it to the existing CMS, enabling automatic synchronization of customer, order, and product data. This created an interconnected system covering the entire customer buying cycle.
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Implementation Phase II: Emailing and Marketing Automation
The next step was introducing tools for managing marketing and transactional communication and preparing for automation. Using Zoho Campaigns, we set up newsletters, audience segmentation, and the basics of managed communication.
We used Zoho Flow to create an integration layer for the future automation of transactional emails and process notifications. This phase reduced manual work, improved communication quality, and ensured greater message relevance thanks to the connection with CRM data.
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Implementation Phase III: Ecosystem Expansion and Integration
In the final phase, we focused on expanding the ecosystem and fine-tuning key integrations. We established additional interconnections between Zoho applications and further adjusted the integration with the client's CMS, primarily concerning the resolution of duplicate orders coming from the Django-built application.
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1. Understanding Phase: Workshop and Roadmap
We started the project with an analytical phase aimed at understanding the existing processes, utilized technologies, and the needs of individual teams in detail. During several workshops, we identified areas for improvement and, together with the client, defined the requirements for digitalization.
Based on these findings, a comprehensive roadmap was created, defining priorities and the implementation process. The output also included an Executive Summary intended for the company's management to approve the scope and estimated budget of the entire project.
-
2. Licensing and Basic Zoho One Setup
Next, we secured licenses within Zoho One and prepared the environment for implementing individual modules. This phase also included aligning the scope of the solution and implementation priorities to ensure they matched Chromozoom's long-term needs.
-
3. Implementation Phase I: Customer Support and CRM
The first implementation phase focused on building functional customer support and a central client database. We deployed Zoho Desk as the main tool for request management and Zoho SalesIQ, which provided live chat and a chatbot for initial customer contact. Subsequently, we used Zoho Forms to unify online forms—for example, for contact inquiries, submitting requests from the website, or collecting additional information.
In parallel, we began implementing Zoho CRM and connected it to the existing CMS, enabling automatic synchronization of customer, order, and product data. This created an interconnected system covering the entire customer buying cycle.
-
4. Implementation Phase II: Emailing and Marketing Automation
The next step was introducing tools for managing marketing and transactional communication and preparing for automation. Using Zoho Campaigns, we set up newsletters, audience segmentation, and the basics of managed communication.
We used Zoho Flow to create an integration layer for the future automation of transactional emails and process notifications. This phase reduced manual work, improved communication quality, and ensured greater message relevance thanks to the connection with CRM data.
-
5. Implementation Phase III: Ecosystem Expansion and Integration
In the final phase, we focused on expanding the ecosystem and fine-tuning key integrations. We established additional interconnections between Zoho applications and further adjusted the integration with the client's CMS, primarily concerning the resolution of duplicate orders coming from the Django-built application.
The Result
Faster and higher-quality customer support
Centralized contact and customer database
Automated marketing communication
Reduction of manual work and better data overview
Multiple communication channels unified in one platform
Reduction of manual errors and risk of data loss
Data synchronization with the CMS
Data visualization and analytics capabilities
Conclusion
The Chromozoom project demonstrated the immense value of well-managed digitalization and the unification of processes into a single ecosystem. Thanks to a clear roadmap, systematic implementation, and close collaboration, we successfully built a stable technological environment that supports the company's growth and improves the customer experience.
Get in touch
Do you like our approach and want to grow with us?We'd love to discuss it with you.