The Ardento team helped resolve longstanding issues, implemented valuable automations, assisted with CRM-wide communications and marketing campaigns, and were always available whenever we encountered challenges within the Zoho platform.

Following the transition in business ownership, it became clear that the existing CRM environment needed significant work.

The database required cleanup, parts of the CRM structure no longer reflected the way the business operated, and follow-up processes relied too heavily on manual intervention.

B&B Veterans Advocates also wanted to improve the way clients were kept informed throughout their journey, while resolving ongoing integration issues between Zoho and their Aircall phone system.

Key priorities included:

• Cleaning and improving the quality of existing CRM data
• Restructuring CRM modules to better reflect business processes
• Streamlining client follow-up and communication
• Reducing manual administration through automation
• Improving the use of Zoho Forms for data collection
• Troubleshooting the integration between Zoho CRM and Aircall
• Providing ongoing Zoho support as new requirements emerged

Ardento worked closely with the B&B Veterans Advocates team across Zoho CRM and Zoho Forms to improve both the underlying system structure and the client experience.

A major focus was restructuring CRM modules and cleaning existing data so the system provided a more reliable foundation for the business.

From there, Ardento introduced and refined follow-up automation designed to keep clients informed as they progressed through different stages of their journey. This reduced the need for manual follow-up while helping ensure communications were delivered consistently and at the right time.

Zoho Forms was also used to streamline the way information was captured and passed into the CRM, improving both data quality and efficiency.

The Ardento team also worked through technical issues affecting the integration between Zoho CRM and Aircall, helping improve the reliability of the business's phone and CRM workflow.

The engagement included:

• CRM data cleanup and restructuring
• Redesigning and improving CRM modules
• Zoho Forms configuration and integration
• Automated client follow-up communications
• Workflow automation across key stages of the client journey
• Aircall integration troubleshooting
• Ongoing CRM support and optimisation

B&B Veterans Advocates now operates with a cleaner, more structured and more automated Zoho environment.

Improved follow-up automation helps keep clients informed throughout their journey without requiring the team to manually manage every communication.

The combination of better data structure, streamlined forms, workflow automation and improved integration between CRM and Aircall has also created a stronger operational foundation for the business.

Rather than simply resolving individual technical issues, the partnership has focused on continually improving how Zoho supports both the B&B Veterans Advocates team and the clients they serve.