Case Studies

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Joe runs a successful non-profit that provides ethical financial advisory services

Project overview: Project overview: A brief summary of what your project covers, and what kind of impact it had on the company.

The Challenge or Problem Statement

For your challenge or problem overview, state the key issue or impact that the challenge/problem had on the user or customer. If you have additional information (business, product, etc), you may also include that here. It would also be beneficial to briefly mention: How did the problem arise? Who your user or customer is and what they’re experiencing or challenged by which led to this opportunity to find a solution. Why is this problem important? .

Process and Systems Used

Zoho BookingsZoho BooksZoho CRMZoho FormsZoho Marketing Automation

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