Tac Adventures Pvt Ltd
Transforming Tac Adventures Pvt Ltd with Zoho
About CloudConics
Shaping the future with forward-thinking practices.
CloudConics is Zoho Advanced Partner and has been in business for almost 8 years having strong technical & functional expertise catering to customers across India, USA, UK & Australia. We are an Exclusive and Dedicated partner to ZOHO Corp, and we operate from Noida. Our team has been quite successful in helping organizations solve problems and simplifying their work through the customization of ZOHO’s Business applications, Collaboration Applications, Custom built applications, and 3rd party integrations with Legacy applications & ERP systems.
Zoho One Case Study
Name: Tachub
Project Duration: 2 Months
Number of Users: 9
Functional Scope:
- Lead Management & Tracking
- Vendor Management
- Project & Financial Synchronization
- Contract & Approval Automation
- Reporting & Analytics
About The Tachub
Founded in April 2012 and headquartered in New Delhi, Tachub is a private-equity-funded organization specializing in Training, Adventure, and Coaching. With a strong advisory board and a network of 400+ consultants and trainers across India, Tachub partners with organizations to enhance performance, well-being, and employee engagement. Their offerings include customized learning and development solutions, employee engagement programs, EAPs, MICE services, and virtual events—all designed to help clients become market leaders. Their flagship initiative, “Heal-Thy Well-Thy,” focuses on holistic growth through life and leadership coaching as well as wellness programs. Driven by innovation, ethical practices, and continuous improvement, Tachub combines deep expertise, experience, and a customer-centric approach to deliver measurable and lasting impact.
Problem Descriptions
Fragmented Lead Management
Leads were captured through multiple, disconnected channels with no centralized system—leading to lost opportunities and inconsistent follow-ups.
Disconnected Systems
Sales, vendor, and project management functions worked in silos, lacking data flow between Zoho Books, Zoho Forms, Zoho Projects, and Zoho CRM, which caused duplication and reduced transparency.
Limited Deal Visibility
The absence of integration between lead, project, and financial systems restricted real-time tracking of deal progress, project execution, and revenue realization.
Manual and Delayed Workflows
Approvals, contract sign-offs, and handovers relied on manual communication rather than automated workflows, resulting in delays and compliance risks.
Our Solution Approach
Centralized Lead Management
All leads from various sources were consolidated within Zoho CRM, providing a single source of truth and complete visibility into the sales pipeline.
Lead-to-Deal Automation
Automated workflows were configured to convert qualified leads into deals with predefined stages, ensuring seamless ownership assignment and performance tracking.
Integrated Zoho Ecosystem
End-to-end integration between Zoho CRM, Zoho Books, Zoho Forms, Zoho Projects, and Zoho Sign ensured automated data flow—covering lead acquisition, project execution, and financial closure.
Advanced Reporting & Analytics
Interactive dashboards and reports were built to provide actionable insights into lead conversion, vendor performance, project progress, and financial health, empowering the leadership team to make informed decisions.
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Contact Info.
Tower - 4, NX One, B-1001, Amrapali Leisure Valley, Greater Noida, Uttar Pradesh 201301
