What changes when operations start flowing
Outcomes observed over time when systems stop operating in silos.
Faster response to B2B leads
More qualified opportunities
Less manual operational work
Lower stress and clearer cross-team visibility
“For the first time, sales, operations, and leadership are aligned around the same numbers.”
Recurring feedback from B2B projects
Higher pipeline accuracy
Faster project execution and delivery
Fewer operational and data errors
Fully automated B2B business units
“Sales, finance, operations, and support begin operating as one organization.”
A recurring insight from ops teams
Sustained revenue growth
Improved customer retention
Fewer operational bottlenecks
Less repetitive manual work
“At this point, teams tell us: ‘We can’t imagine going back.’”
What teams say once the system is fully integrated
One system. Every team aligned.
Marketing
Turn marketing effort into real opportunities.
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Automated lead capture and nurturing.
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Segmentation by industry, company size, and service type.
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Multi-channel campaigns with clear ROI tracking.
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Leads synced in real time with Sales.
Sales
Keep a clear pipeline to sell with confidence.
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Automated opportunity follow-ups.
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Manage activities, proposals, and renewals in one place.
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Revenue forecasting by customer, industry, or service line.
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B2B portals for partners and channels.
Operations – Projects
Deliver without friction—and always know what’s happening.
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Projects and deliverables connected to the sales pipeline.
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Full visibility into statuses, owners, and blockers.
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Automated handoffs between teams.
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Real-time operational KPIs.
Finance
Trust the numbers—and eliminate manual work.
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Automated invoicing by hours, milestones, or recurring contracts.
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Automated payments, renewals, and reminders.
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Margin reports by customer, project, or service line.
Customer Support
Respond better, faster, and with full context.
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Ticket management and SLAs by service tier.
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Customer portal with requests, documents, and tracking.
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Internal and external knowledge base.
Business Intelligence & Analytics
A single source of truth for decision-making.
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Real-time executive dashboards.
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Unified metrics across sales, operations, and finance.
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Analysis by industry, customer, or business line.
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Historical visibility and predictive insights.
The InterConnecta difference
A customer portal with real visibility across customers, teams, and systems.
Recommended solutions for the most common B2B challenges
Built from the challenges we see in almost every first conversation.
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Secure migration of data and processes
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Operational continuity
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Reduced transition risk
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Configuration aligned to real-world processes
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Scalability from day one
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Adoption by team and role
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Integration between Zoho and external systems
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Eliminate information silos
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Consistent data across teams
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End-to-end architecture design
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Clear, connected processes
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A holistic business view
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Automate critical processes
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Fewer manual tasks and errors
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More predictable operations
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Ongoing support
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Proactive maintenance
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Continuous improvements as you scale
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Role-based onboarding by team
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Continuous training
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Less dependence on support
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Context-aware assistance for users
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Automate repetitive decisions
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Real-time answers
Case Studies
