How Trevi Empowered Its Team and Boosted Efficiency With Zoho One Training by AGN IT Services LLC
Introduction
Client Overview
Business Name: Trevi
Industry: Construction & Engineering Services
Location: Dubai, UAE
Team Size: 15+ employees across Sales, Finance, Marketing, and Project teams
Trevi is a leading engineering services company in Dubai known for its precision-driven project execution and focus on quality. As the company expanded, team members began using multiple Zoho applications like CRM, Books, Projects, and Social — but lacked the unified understanding to fully leverage the platform. To bridge this gap, Trevi partnered withAGN IT Services LLC for a customized Zoho One training program designed to improve productivity, data visibility, and cross-team collaboration.
The Challenge
Before the Zoho training engagement, Trevi faced several operational inefficiencies:
Employees were using Zoho tools inconsistently, with limited understanding of key modules.
Sales teams were not tracking leads and deals effectively within Zoho CRM.
Manual invoicing and scattered financial entries led to reporting delays in Zoho Books.
Marketing efforts lacked structure due to incomplete usage of Zoho Social’s scheduling and analytics tools.
Project teams relied on spreadsheets instead of Zoho Projects for task assignment and progress tracking.
Internal communication and performance monitoring were disconnected, leading to delays and missed deadlines.
Trevi needed a structured training program to help every department confidently utilize Zoho applications and align workflows across sales, finance, and operations.
Zoho One Training Strategy by AGN IT Services LLC
Why They Chose AGN IT Services LLC
Trevi selected AGN IT Services LLC for its proven expertise in Zoho implementation, process training, and workflow optimization across UAE businesses. The goal was to upskill employees, establish best practices, and create self-sufficiency in managing Zoho CRM, Books, Social, and Projects.
Our Implementation & Training Approach
1. Zoho CRM — Sales & Relationship Management
Hands-on training on lead, contact, and deal management
Setup of custom views, filters, and reports
Integration of email and WhatsApp for unified communication
Role-based dashboards for management visibility
Best practices for CRM hygiene and data consistency
2. Zoho Books — Finance & Accounting
Chart of accounts and VAT setup (UAE-compliant)
Customer and vendor record configuration
Sales cycle training: Quotation → Invoice → Payment
Expense management and approval workflows
Bank reconciliation and real-time financial reporting
Training on P&L, Balance Sheet, and Aging reports
3. Zoho Social — Social Media Management
Connecting brand accounts across Instagram, Facebook, LinkedIn, and YouTube
Scheduling and content calendar management
Real-time monitoring and social listening tools
Collaboration and approval workflows for marketing teams
Analytics dashboards for engagement tracking and performance insights
4. Zoho Projects — Task & Team Collaboration
Project creation, templates, and milestone setup
Task lists, time tracking, and dependencies
Gantt chart usage for project visualization
Internal communication and document sharing via forums
Resource allocation and utilization reporting
Training Methodology
Format: Onsite + Zoom (Hybrid Model)
Duration: 18 hours across 4 days
Material Provided: Step-by-step guides, screen recordings, and reference checklists
Post-Training Support: 2 weeks of live Q&A and remote support sessions
Participants: 5 key users from Sales, Finance, and Operations
Results & Impact After Zoho Training
✅ Increased Team Productivity
Staff can now confidently use Zoho tools, eliminating dependency on manual spreadsheets and follow-ups.
✅ Improved Sales & Customer Management
Sales teams efficiently manage leads, deals, and client communication directly within Zoho CRM.
✅ Enhanced Financial Control
Finance staff generate accurate invoices, manage payments, and view real-time cash flow through Zoho Books.
✅ Stronger Digital Presence
Marketing team now schedules and tracks campaigns across all channels via Zoho Social, improving consistency and engagement.
✅ Efficient Project Execution
Project teams use Zoho Projects for planning, tracking, and reporting — improving task accountability and on-time delivery.
Key Highlights
85% improvement in CRM data adoption within the first month.
Reduced invoice creation time by 60% through Books automation.
Centralized reporting for sales, finance, and social analytics.
Real-time visibility into team workloads and project status.
Improved cross-department collaboration with unified Zoho tools.
What’s Next
After successful completion of the training, Trevi is planning to:
Automate internal approval workflows in Zoho CRM and Books.
Integrate Zoho Analytics for advanced reporting and KPIs.
Expand Zoho usage for HR and asset management modules.
Conclusion
The Zoho One Training Program conducted by AGN IT Services LLC empowered Trevi’s team to maximize the value of their Zoho ecosystem. From improving CRM usage to automating financial operations and managing social media efficiently, every department now operates with clarity, confidence, and data-driven precision.
AGN IT Services LLC continues to support Trevi through its Client Success Program, ensuring long-term adoption, consistency, and process optimization across all Zoho applications.
Need Any Help? Reach Out to Us
Before the Zoho training engagement, Trevi faced several operational inefficiencies:
Employees were using Zoho tools inconsistently, with limited understanding of key modules.
Sales teams were not tracking leads and deals effectively within Zoho CRM.
Manual invoicing and scattered financial entries led to reporting delays in Zoho Books.
Marketing efforts lacked structure due to incomplete usage of Zoho Social’s scheduling and analytics tools.
Project teams relied on spreadsheets instead of Zoho Projects for task assignment and progress tracking.
Internal communication and performance monitoring were disconnected, leading to delays and missed deadlines.
Trevi needed a structured training program to help every department confidently utilize Zoho applications and align workflows across sales, finance, and operations.
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