How UTS Group Cut Sales Onboarding from Two Months to One Week with a Custom Zoho CRM Build
UTS Group, a Canada-based security and access-control services company, partnered with Amazing Business Results (ABR) to consolidate a fragmented, multi-vendor software environment into a single Zoho system spanning sales, marketing attribution, proposal generation, accounting, HR, and project management. The engagement cut new sales-hire ramp time from two months to one week, reduced proposal turnaround from roughly fifteen minutes to about two minutes, and raised the number of reps a single manager can effectively oversee from four to twenty — while consolidating nine separate software tools into one connected platform.
UTS Group president Andre discovered ABR through founder Lior Izik’s YouTube channel after growing frustrated with prior software vendors and even considering teaching himself to code a solution in-house. An introductory meeting between the two quickly turned into a working partnership, which has since grown into a full-scale Zoho implementation spanning nearly every function of UTS Group’s business.
UTS Group — Unique Technology Solutions — is a security and access-control services company serving clients across Canada and, increasingly, the United States. Its scope spans consultation and spec-writing through installation, training, and ongoing support, covering access control, security cameras, intercoms, turnstiles, automatic doors, glass and aluminum infrastructure, curtain walls, gates, and related hardware.
Before working with ABR, UTS Group relied on nine separate software tools to run different parts of the business, creating significant time and cost overhead and making staff training difficult. Andre had previously worked with developers and vendors who understood the technology but not the specific way his business operated, and had spent considerable money on solutions that ultimately didn’t fit. On the sales side, onboarding a new rep took roughly two months, building a single proposal took about fifteen minutes, and the ratio of reps to managers was capped at four to one, which made scaling the sales team difficult without proportionally growing management overhead. UTS Group also had no way to see, at a campaign level, which of its marketing channels — Facebook, Instagram, Google AdWords, video — were actually producing leads and revenue.
ABR built UTS Group a Zoho-based system covering lead capture and attribution, sales process automation, and back-office operations. Leads from every marketing channel are tagged by campaign and source, feeding automatic per-campaign reporting on revenue, lead volume, and deals closed. Incoming leads are distributed by round robin and categorized automatically by industry and service type; a response-time clock alerts managers if a lead goes unworked for 24 hours, and rep performance against these thresholds is tied to visible, read-only KPIs linked to commission. New reps are guided through calls using a Zoho Blueprint-driven script built around simple yes/no branching questions, which routes each deal down the correct path — including different payment and contract workflows depending on whether a job is ship-only or includes installation. The CRM interface itself was rebuilt using Zoho Canvas, replacing a four-to-five page scrolling layout with a single simplified view showing only relevant fields, and a custom “Convert” button replaced the native Zoho action to keep reps inside the intended process. The build also extended into Zoho Books (replacing QuickBooks), Zoho People, Zoho Projects, Zoho Learn, and Zoho Inventory, alongside a RingCentral integration for call tracking. The full core system was delivered in approximately seven months.
The engagement produced measurable gains across sales speed, management scalability, and operational consolidation:
•New sales-hire ramp time reduced from two months to one week
•Proposal creation time reduced from roughly fifteen minutes to about two minutes for a new rep, and as fast as a minute and a half for an experienced one
•Manager span of control increased from four reps per manager to twenty, allowing the sales team to scale without adding management headcount at the same rate
•Nine separate software tools consolidated into a single connected system
•Campaign-level UTM tracking allowed UTS Group to detect and block a spam attack targeting its web form early
•Proposal approval rates have increased since the redesign, per UTS Group leadership
What would you say publicly about Zoho?
“Zoho is like Play-Doh — you can create whatever you want from it. It’s amazing, and I really enjoy the process.”
— Andre, President, UTS Group
Amazing Business Results is a Zoho Premium Partner, Certified Zoho Developer, and Zoho Apps Trainer with in-depth expertise across the entire Zoho suite.
Since April 2013, the ABR team has built hundreds of CRM and AI systems to help businesses automate processes, save money, and operate with less stress.
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