Drova’s Journey from Salesforce Complexity to Zoho CRMPlus Simplicity

About the Client

Drova is a rapidly-growing SaaS company. As their operations scaled, the limitations and costs of their legacy Salesforce setup became increasingly challenging, prompting a search for a more adaptable, affordable solution.

Drova Zoho Implementation Success Story

The Challenge

  • Complex, Expensive CRM: Drova’s early adoption of Salesforce evolved into an overly complicated, resource-intensive system—difficult to maintain and expensive to scale.

  • Administrative Burden: High administrative overhead sapped productivity and slowed process improvements.

  • Disjointed Data & Workflows: Operations included multiple applications with poor integration, making data alignment and visibility hard.

  • Need for Flexibility & Simplicity: The management team wanted to reimagine workflows and create a seamless experience for users and leadership alike.

Our Solution

Guided Transition to Zoho CRMPlus, Delivered by FI Digital

Discovery & Planning

  • FI Digital worked closely with Drova to deeply understand their business goals, technology stack, pain points, and ideal process flows.

  • Stakeholder interviews and requirements mapping helped design a future-proof technical architecture.

  • Process and persona mapping defined every step from lead capture to post-sales analytics.

Seamless Implementation & Integration

  • Zoho CRMPlus—implemented as a fully connected operations hub, supporting sales, marketing automation, and analytics.

  • Custom Workflows & Automations:

    • Complex lead management, user journeys, and marketing automations were reimagined for performance and simplicity.

    • Real-time integrations between Drova’s website, product platform (via Segment), marketing automation (Braze), and Zoho CRM ensured a single source of truth.

  • Visibility & Agility:

    • Management gained a bird’s-eye view of data movement, transformations, and performance across the organization.

    • Zoho’s customizable modules gave the team flexibility to adapt and scale processes with minimal overhead.

Ongoing Partnership

  • FI Digital provided hands-on support, ongoing training, and continuous system optimizations as Drova’s needs evolved.

  • The implementation was staged for quick wins, but with a roadmap for long-term, global scalability.

The Results

  • Simplicity & Flexibility: Drova replaced Salesforce’s complexity with Zoho CRMPlus’s intuitive and highly adaptable platform.

  • Seamless Integration: Data flows smoothly between the website, product, marketing automation, and CRM—enabling powerful automations and real-time business insights.

  • User Empowerment:

    • Teams can easily configure and expand workflows to match new processes as the company grows.

    • Minimal time to value, with implementation and onboarding tailored to their preferred operational style.

  • Global Scalability: The solution was designed to allow Drova to confidently scale into new markets and handle higher volumes without added complexity or cost.

Client Testimonial

“There’s a lot of power you can get [from Zoho] if you use it properly. Even when we were evaluating Zoho, our previous sales and revenue ops colleagues were jealous of not being able to use Zoho because of its simplicity. It’s highly customizable, really as simple or as complex as you need it to be.”

— Andrew Lingley, Head of Growth and Marketing Operations, Drova

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Why Choose FI Digital?

With a proven methodology and a collaborative, business-first approach, FI Digital empowers SaaS ventures and high-growth businesses to unlock the full value of Zoho solutions—enabling teams to move faster, do more with less, and scale for the future.

Ready to simplify your digital operations?
Contact FI Digital to see how Zoho CRMPlus can replace complexity with flexible, scalable simplicity for your SaaS or tech business.