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Case Study · CRM & Rev Ops

How a CRM rebuild drove a 40% productivity boost.

By consolidating their tech stack, automating workflows, and centralizing data, we freed the eCycle Solutions team from data entry to focus on selling.

Zoho CRM Implementation Sales Enablement
ClienteCycle Solutions
IndustryElectronics Recycling · ITAD
Result40% productivity boost
EngagementZoho CRM implementation
The Brief

A system built on friction.

About eCycle Solutions

eCycle Solutions is a trusted provider of electronics recycling and IT asset disposition (ITAD) services, helping businesses across Canada responsibly manage their end-of-life technology.

The Challenge

Before Zoho CRM, eCycle ran on a fragmented system: disconnected tools, redundant data entry, and clunky workarounds. Poor usability meant many reps avoided the platform altogether, leaving outdated records, an unreliable pipeline, and no standardized sales process. Sales and marketing were losing 30 to 40% of their time to data clean-up and patching gaps.

The Goal · A Single Source of Truth
Centralize EverythingEvery lead, call, and meeting in one place instead of scattered across tools.
Automate Routine TasksFree the team from data entry so they can focus on selling.
Reliable InsightsPerformance data leadership can actually trust, in real time.
Migrate ✓Automate ✓Report ✓
Technology Implemented
Zoho CRMZoho PhoneBridgeFireflies.ai
How We Did It

Rebuilt on Zoho CRM.

01. CRM Migration & Data Validation

We replaced the disconnected legacy system with Zoho CRM Enterprise Edition, carefully migrating and validating all 19,000+ records so the team started on clean, complete, and reliable data.

02. Data Standardization & Cleanup

Clear data standards, unique record IDs to prevent duplicates, correct field mapping, and global field sets kept data consistent across the system and improved the accuracy of reports.

03. Clear, Automated Sales Workflows

One easy-to-follow workflow. Leads auto-assign to the right rep by region and service, and the system generates tasks and notifications to guide every lead through each stage.

04. Integrated Sales & Communication Tools

A one-click ZoomInfo integration for instant lead enrichment, plus a built-in telephony system and an AI notetaker, so every call and meeting note is captured directly in the CRM.

05. Custom Reporting for Visibility

Custom dashboards and reports show pipeline health, completed tasks, and revenue broken down by service line, region, or individual, giving everyone real-time information.

Key Results
40%
Less admin work, more time selling
75%Faster lead response
100%Call tracking & auditing
18%More user engagement
ZeroData lost between systems
OneHome for every meeting note
Tricia Oldfield, eCycle Solutions, client of Consultus Digital

Working with their team was an exceptional experience. Their project management was seamless. They mapped our sales process thoroughly, ran a focus group for validation, and capped it off with an in-person training day that was instrumental for our team’s adoption. They were true partners in our success.

Tricia OldfieldVP Marketing & Sales, eCycle Solutions
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