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Rapid Zoho CRM Implementation Thailand - JLD Technology

JLD Technology ( specialize in analyzing business strategies and then utilizing technology to solve common business problems for companies in the Asia Pacific region. They wanted a CRM system to help manage their marketing campaigns and conversion of leads into sales. And, importantly, they wanted it to be inexpensive. In particular, JLD Technology wanted to effectively capitalize on their marketing campaigns and also improve lead management. Additionally, as with many companies, they also wanted to identify how many of their site visitors were converting into leads or sales. They chose out Zoho CRM Rapid Implementation Package.


  • Implementation of Rapid Implementation CRM Package using Zoho CRM
  • Implementation of centralized calendaring and tasks management.
  • Implementation of automated workflow and notification triggers.

CRM Asia Solutions implemented Zoho CRM and Connect into following departments:

  • Sales
  • Marketing

Key elements of the project were:

  • Analysis and planning
  • Business process analysis
  • Customizing the CRM to match business processes and resolve key issues. This included emphasis on lead and campaign sources from initial response to marketing campaigns, through to lead management, conversion, sales reporting and customer analytics.


  • Creation of Sales dashboards
  • Creation of Management dashboards and reports
  • Collaborative calendaring and task management
  • Set up of communication templates for every team
  • Set up of workflow automation – for example, notification of closed sales, assigned/late tasks, meeting invites, large deal sizes etc
  • Set up of web to lead functionality


  • Set up of top level management reports.
  • Set up of team level sales and weekly work reports.

Integration with Existing Systems

  • Integration with website


Creation of training materials

Conduct training programs for every team via pre arranged skype conferences


  • CRM Asia Solutions carried out a Rapid CRM Implementation for JLD Technology which meant the team were able to start using the system on time and in the project budget.
  • Marketing campaign monitoring allowed JLD Technology to continually optimize their marketing budgets.
  • Furthermore a 360-degree view of lead management by the marketing and sales departments provided JLD Technology with a complete view of their campaigns, and, vitally, their effectiveness in terms of objectives and sales.

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