Zoho One Implementation for Pharmaceutical Company – Case Study

Overview

A mid-sized pharmaceutical company with distributed teams across sales, HR, and operations was relying on multiple Google Workspace applications such as Gmail, Google Meet, and Google Calendar, along with standalone tools for CRM and employee management.

As the organization grew, managing operations across disconnected platforms became inefficient. To streamline collaboration, reporting, and employee management, the company partnered with us to implement Zoho One as a unified digital workplace.

Executive Summary

The pharmaceutical company was operating on multiple disconnected platforms—Google Workspace for communication, separate tools for CRM, HR, and reporting—resulting in siloed data, limited visibility, and manual processes.

Our objective was to centralize all business operations under Zoho One, enabling the organization to manage meetings, email, CRM, HR, reporting, and internal collaboration from a single platform.

By implementing Zoho Meeting, Zoho Mail, Zoho Calendar, Zoho CRM, and Zoho People (HRMS), we transformed their digital workplace into a fully integrated system, improving efficiency, data visibility, and team productivity.

Problem Statement & Key Challenges

1. Multiple Disconnected Applications

The company used different Google apps for communication and scheduling, while sales and HR data lived in separate systems.

2. Inefficient Meeting & Collaboration Management

Meetings were conducted through Google Meet, emails via Gmail, and calendars managed separately.

3. Limited CRM & Reporting Visibility

Sales reporting was inconsistent due to fragmented data sources.

4. Manual HR & Employee Management Processes

Employee data and HR processes were handled manually or through basic tools.

5. No Single Digital Workplace

Employees had to switch between multiple platforms, impacting productivity.

Proposed Solution: Zoho One Implementation

• Zoho Mail replaced Gmail for business email
• Zoho Meeting replaced Google Meet
• Zoho Calendar centralized scheduling
• Zoho CRM implemented for sales reporting
• Zoho People used for HR and employee management
• Zoho Books and Inventory for Operations and Finance

Implementation Approach

Phase 1: Requirement Gathering & Process Mapping

Phase 2: Zoho One Setup & Configuration

Phase 3: Migration from Google Workspace

Phase 4: CRM & HRMS Customization

Phase 5: Reporting & Dashboard Setup

Phase 6: User Training & Go-Live

Results & Business Impact

• Single Source of Truth
• Improved Productivity
• Better Collaboration
• Enhanced Reporting & Visibility
• Simplified IT Management
• Scalable Digital Workplace

Conclusion

By replacing fragmented Google applications with Zoho One, the pharmaceutical company successfully transformed its digital workplace into a secure, integrated, and scalable platform.

Contact Us

Looking to unify operations across your pharmaceutical organization?

Our Zoho One implementation services help pharma companies replace disconnected tools with a single, secure digital workplace—covering email, meetings, CRM, HR, reporting, and collaboration in one integrated platform.

From migrating off Google Workspace to customizing CRM and HRMS workflows, we ensure smooth adoption with minimal disruption and maximum visibility.

Talk to our Zoho One consultants today and take the first step toward a streamlined, compliant, and scalable digital workplace built for pharmaceutical growth.