CRM Implementation

How a Strategic CRM Implementation Drove
a 40% Productivity Boost for eCycle Solutions.

Name: Advertising
Brand: Consultus Digital
Rating: 4.8 (86 reviews)

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

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About eCycle Solutions

As a trusted provider of electronics recycling and IT asset disposition (ITAD) services, eCycle Solutions helps businesses responsibly manage their end-of-life technology. With their operations rapidly expanding across Canada, it became clear that their existing systems could not keep pace with their growth. The company needed a scalable CRM solution to boost sales efficiency, integrate with key sales tools, and deliver the accurate attribution and forecasting required to manage their growing enterprise

Today, their sales and marketing teams rely on Zoho CRM as a single, reliable hub for all their customer interactions, data, and day-to-day sales activities.

Hear from the
End-Users at eCycle

A member of the eCycle sales team shares their firsthand experience of working with Consultus Digital.

The Challenge:

Overcoming a System Built on Friction

Before implementing Zoho CRM, eCycle Solutions was weighed down by a fragmented system that created more problems than it solved. The sales team was stuck with disconnected tools that required redundant data entry and clunky workarounds just to get basic tasks done. As a result, important sales metrics were often lost between systems, leading to incomplete customer records, an unreliable sales pipeline, and missed opportunities.

The platform’s poor usability caused many to avoid it altogether. This led to outdated records, inconsistent processes, and no standardized sales methodology. Key activities like tracking calls or managing inbound leads were nearly impossible, leaving management without the insights they needed to assess performance or drive improvement. With data silos, inefficient workflows, and minimal adoption, the previous system was actively holding the company back from growth.

The Goal

Our goal was to empower the eCycle Solutions sales team by creating a single source of truth. We aimed to eliminate friction and boost efficiency by centralizing every lead, call, and meeting, automating routine tasks, and providing reliable performance insights. This new, intuitive platform built a scalable foundation for their future growth.

Impact

Sales and marketing teams were losing 30–40% of their time to redundant tasks, data clean-up, and patching gaps caused by missing or incomplete information, all while struggling with low user adoption.

Technology Implemented

How We Did It

CRM Migration and Data Validation

First, we replaced the disconnected legacy system with Zoho CRM Enterprise Edition. The top priority was ensuring a smooth transition, so we carefully migrated and then validated all 19,000+ records. This process guaranteed that the team started on the new platform with clean, complete, and reliable data.

Data Standardization and Cleanup

To solve the problem of inconsistent and missing information, we established clear data standards. We used unique record IDs to prevent duplicates and mapped fields correctly to close data gaps. We also set up smart rules and global field sets to keep data consistent across the entire system, which reduced manual entry and improved the accuracy of reports.

Clear and Automated Sales Workflows

We replaced the team's varied methods with a single, easy-to-follow workflow. Leads are now automatically assigned to the right representative based on region and service. The system then generates tasks and notifications to guide them through each stage of the sales process, ensuring consistent follow-up and a clear path for every lead.

Integrated Sales and Communication Tools

We eliminated the need for spreadsheets and manual data entry by integrating essential tools directly into the CRM. A one-click ZoomInfo integration allows for instant lead enrichment. We also added a built-in telephony system and an AI notetaker, so every call and meeting note is automatically captured and stored within the CRM.

Custom Reporting for Better Visibility

To provide a clear view of performance, we built custom dashboards and reports. Managers and reps can now easily see pipeline health, completed tasks, and revenue broken down by service line, region, or individual. This gives everyone the real-time information they need to see what’s working and where to focus their efforts.

Key Results

40% less admin work: More time selling, less time re-entering data.

75% faster lead response: Instant welcome emails, tasks, and owner alerts ensure no lead is left waiting.

100% call tracking & auditing: Every call is recorded and transcribed for training, coaching, and expedited follow-ups.

No more lost data: Smart mapping, unique record IDs, and dependency rules mean no details fall through the cracks.

18% increase in user engagement: With clearer processes and intuitive workflows, reps actively use the system to engage with prospects.

Meeting context in one place: AI meeting notes are saved directly in Zoho CRM, so follow-ups are faster and hand-offs between team members are smoother.

What eCycle Solutions Had to Say

Working with their team was an exceptional experience. Their project management was seamless. They mapped our sales process thoroughly, and they went the extra mile by running 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 Oldfield

VP Marketing & Sales

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Our Zoho implementation company, Customerization Inc., is quite skilled with various marketing methods. Yet, we required a professional and strategic view on the cohesive marketing effort that will bring tangible results (leads) beyond just brand recognition. The Consultus Digital team asked the right questions, dug deep into our challenges, and presented a comprehensive annual marketing plan that was available for immediate implementation.