Case Study
From Manual Processes to a Scalable Sales System
How JEHS Marketing replaced a fragmented Salesforce setup with a Zoho CRM built for growth.
Client: JEHS Marketing | Industry: Electrical, Automation & Hygienic Solutions | Platform: Zoho One
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The Challenge
A Growing Business With No System Underneath It
JEHS Marketing represents Industrial Electrical, Robotics and Automation. They had a growing customer base, a broad product catalog, and ambitious expansion goals. What they didn’t have was a sales system that could keep up.
Their existing Salesforce setup had never been tailored to how they actually worked. The result was a team running at full speed with no real infrastructure underneath them:
- Reps managing roughly 90 follow-up tasks per day
- No defined pipeline stages or shared visibility — every rep tracked deals their own way
- Quotes assembled manually from scratch for each prospect
- Marketing emails to 1,000+ contacts weekly through basic tools with zero analytics
- No way to surface profit margin data across product lines and manufacturers
per rep
with zero analytics
for management
The Approach
Blueprint First. Build Second.
EmberOps started with a paid Blueprint engagement: a structured discovery process to map JEHS’s workflows, identify where the system was failing, and design a CRM built around how the team actually sold.
The guiding principle: automate what shouldn’t require a human, so humans can focus on what only they can do. JEHS has always led with relationships. The goal was to protect that while removing the manual burden slowing everything down.
What We Built
A CRM That Works the Way JEHS Sells
Every feature was designed around how the JEHS team actually operates — not how a generic CRM thinks they should.
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Structured Pipeline & Workflows
Clear, defined deal stages with Blueprint-style transition buttons guiding reps through required steps at each stage. Every deal, task, and follow-up is visible and tracked.
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Automated Follow-Up Cadences
Routine follow-ups run automatically through personalized email sequences. The system handles repetitive touchpoints so reps focus attention where it matters.
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Smart Product Line Engine
A custom Product Lines module linked to a relations engine that auto-identifies relevant products based on the prospect’s industry, account type, and application.
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Zoho Campaigns Integration
From blind blasting to targeted, trackable campaigns. Open rates, clicks, and bounces are now visible. Lists clean automatically, protecting sender reputation.
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Dashboards & Reporting
Real-time visibility into pipeline health, rep performance, and profitability by manufacturer and product line. Overdue quotes surface automatically. Forecasting gives management a reliable view of what’s coming, not just what has already closed.
The Results
Immediate Impact. Lasting Infrastructure.
Within twelve weeks, JEHS was fully live on the new system. The before-and-after difference was immediate.
- Reps spend their time on high-value conversations, not chasing every quote and email manually
- Opportunities no longer slip through the cracks — every deal, task, and follow-up is tracked
- Quotes go out faster and with more consistency; new reps surface related product lines without relying on institutional memory
- Management has a single source of truth: pipeline visibility, rep accountability, and profitability reporting all in one place
- The team adopted the system — user-friendliness was a priority in discovery, and it delivered
“We’re a small company, but I think we’re going to be a couple years ahead of the curve. Bigger companies have all the resources in the world but they’re so fragmented they can’t move like we can now.
The big shift is working out of one system instead of bouncing between email, spreadsheets, and Salesforce. Once you realize everything you need is right here, you don’t go back.”
Co-Owner, JEHS Marketing
“With Salesforce you literally had to go into one deal, back out, update it — 37 clicks later. The ease of use now is certainly nicer. The information’s all there, and it’s nice that we’re going to make it our own.”
Co-Owner, JEHS Marketing
Ready to build a system like JEHS did?
Your team deserves a CRM that actually works the way they sell.
EmberOps helped JEHS Marketing replace a broken Salesforce setup with a Zoho CRM built around how their team actually operates. We can do the same for you.
Let's talk about what your system should look like.