Booth & Partners elevates service delivery with an 82% fulfillment rate powered by Zoho
"Zoho's seamless data integration across applications has been a game-changer for us. With multiple Zoho apps working together, we can centralize data, generate dashboards, and gain predictive insights, empowering better decision-making and transforming our operations."
Key results:
- Adoption Rate80%
- Reduced Turnaround Time50%
The company
Founded in 2013, Booth & Partners is a leading outsourcing and offshoring consulting firm dedicated to helping businesses worldwide build high-performing offshore teams in the Philippines. By offering tailored outsourcing and HR solutions, they empower companies of all sizes to achieve high-quality results while optimizing operational costs across diverse industries.
With a workforce of 1,200+ employees across 3 countries and a growing portfolio of 150+ trusted brands, Booth & Partners has established itself as an industry pioneer. Their transparent approach, strong employee retention, and commitment to sustainability set them apart, ensuring long-term value for both clients and employees. As a proud member of the 1% for the Planet initiative, Booth & Partners integrates environmental responsibility into its core business practices, reinforcing its mission to create a lasting global impact.
The challenge
In 2013, Booth & Partners had no idea how rapidly it would grow in just a few years. As a fast-paced startup, it was driven by a mission to provide world-class outsourced and extended workforce solutions to businesses worldwide. Thanks to its dedication, the industry quickly embraced its services, leading to a surge in customer onboarding.
As Booth & Partners’s customer base expanded, so did the demand for their recruitment service. However, the company faced three key challenges:
- Strengthening customer relationships → Unlocking new upsell and cross-sell opportunities and customer retention.
- Optimizing the recruitment process → Reducing complexities in hiring extended workforce for its customers.
- Centralizing data for analysis → Driving better insights and improved decision-making.
This marked a turning point for Booth & Partners as they recognized the need to transition from spreadsheets to a specialized software solution to manage their growing business. Their primary requirement was a CRM and HRM solution to streamline operations.During their search, they realized that purchasing two separate software packages and integrating them would be an expensive proposition for any startup. However, after digging deeper online, they discovered Zoho One, and BINGO—the perfect solution was found!
Zoho One, with CRM and HRM solutions bundled along with 50+ other seamlessly integrated applications, provided everything they needed in a single, cost-effective package.
Why Zoho
Booth & Partners chose Zoho as their go-to solution for three key reasons:
- A well-integrated software bundle - Zoho One provided a comprehensive suite of 50+ applications, covering every aspect of business operations. While not all tools were needed immediately, six years later, they have become an integral part of the company’s daily operations.
- Scalability - The management was confident in Zoho’s ability to scale, given its proven success in enterprise-level use cases. This ensured that as Booth & Partners grew, their software could grow with them.
- Strict privacy and security compliance - Serving industries such as IT, education, healthcare, and hospitality worldwide, Booth & Partners required a solution that adhered to the highest privacy and security standards. Zoho met these needs with its HIPAA and ISO compliance, ensuring data security and regulatory adherence.
The solution
To address these challenges, Booth & Partners implemented an integrated solution using Zoho One, focusing on Zoho CRM and Zoho Recruit to unify sales, recruitment, and client management. The transformation aimed to enhance automation, streamline workflows, and improve data visibility for better decision-making.
Seamless integration of sales and recruitment pipelines
Before Zoho, Booth & Partners managed sales and recruitment separately, leading to fragmented data and inefficiencies. By integrating Zoho CRM and Zoho Recruit, the company created a two-way synchronization that connected sales pipeline data with recruitment processes. This allowed the sales team to track the progress of recruitment efforts, ensuring a 360-degree view of client needs and hiring outcomes.
This integration also empowered both teams by:
- Providing real-time visibility into which positions were being filled and their status.
- Allowing the sales team to proactively engage with clients based on recruitment updates.
- Streamlining reporting and performance tracking without manual data entry.
"Recruitment and sales are at the core of our business, and Zoho has been critical in seamlessly integrating both. With Zoho CRM managing our sales pipeline and Zoho Recruit handling recruitment, the two-way integration provides real-time visibility into performance. It empowers our sales and recruitment teams while ensuring a seamless experience for our clients."
Enhanced data management and automation
Booth & Partners leveraged Zoho CRM to consolidate client data that was previously scattered across spreadsheets and multiple systems. With custom configurations and automation workflows, they eliminated redundant manual processes, reducing errors and improving efficiency.
Key enhancements included:
- Automated notifications - Ensuring client engagement at key touchpoints, such as onboarding and milestone updates.
- Custom workflows - Assigning tasks dynamically based on client status and project stage.
- Survey automation - Gathering real-time client feedback to improve retention strategies.
- Dashboard and analytics - Providing leadership with predictive insights into sales and recruitment performances.
These improvements led to better tracking for client retention and service delivery, as client services managers and business development teams could now access a single source of data.
"Automation through Zoho CRM and Zoho Recruit has transformed our hiring process. Our talent acquisition team’s closing rate surged from 37% to 89% in Q3 2024, and we cut turnaround times by 50%."
Operational efficiency and user adoption powered by Devtac
Beyond process automation, Booth & Partners focused on user adoption and change management to ensure employees effectively leveraged Zoho’s capabilities. They turned to Zoho's Premium Partner, Devtac, a software development and consulting company, for help. With Devtac's expertise, the company implemented:
- Customized layouts, modules, and custom fields tailored to specific business needs.
- Assignment and layout rules to automate lead and client management efficiently.
- Custom buttons and API integrations to connect Zoho CRM with external applications.
Zoho's adoption surged, reaching up to 80% across different teams, highlighting Devtac's expertise, the platform’s value, and increasing trust in its capabilities.
Benefits and ROI
- Job fulfillment rate increased from 55.97% to 82% after automation.
- Talent acquisition closing rate jumped from 37% to 89% in Q3 2024.
- Turnaround time for key tasks was reduced by 50%, enabling employees to focus on high-value activities.
- Zoho adoption surged, with some products reaching 80% usage, reflecting improved trust in the system.
- A scalable and secure platform aligned with the company’s growth plans, ensuring compliance with global privacy standards.
- Industry typeOutsourcing and Offshoring Consulting
- EmployeesAbove 500
- Type of businessB2B
Looking forward
As Booth & Partners continues its rapid expansion, the company is set to double its workforce within the next two to three years, driven by increasing demand for its outsourcing and workspace solutions. To support this trajectory, Booth & Partners plans to further leverage Zoho’s capabilities, especially as the volume of deals, client engagements, and recruitment needs continues to rise.
Together with Devtac, Zoho’s Premium Partner, Booth & Partners is working to maximize Zoho’s full potential, ensuring that all key business functions—CRM, recruitment, HR, and sales—are seamlessly integrated into its core ecosystem. Additionally, the team is in the process of deploying an advanced HR system, which will be crucial in managing its expanding workforce efficiently.
As these new processes roll out, the IT team will collaborate closely with Zoho and Devtac to ensure a seamless implementation, further strengthening the company’s digital transformation strategy
At Zoho, we are proud to be a part of this amazing journey of Booth and Partners. Watch the entire story here.
"Zoho CRM remains the cornerstone of our operations, and with enhanced features and improved user training, we’re seeing greater adoption and efficiency across teams. As we aim to double our employee count in the coming years, Zoho’s comprehensive suite is instrumental in scaling our operations. Our collaboration has evolved from using a few tools to deeply embedding Zoho into our ecosystem, paving the way for sustainable growth and operational excellence."
Beatriz GasgoniaBusiness Optimization Lead, Booth & Partners
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