Bickert Management Inc.

  • Revolutionizing Lead Management: How Automation 
    ​Increased Efficiency by 50% for a Growing 
    ​Dog Grooming Franchise

    Discover how a custom Zoho CRM solution transformed 
    chaos into clarity, enabling faster lead assignments, scalable 
    workflows, and precise targeting—all in just 2 hours.
    See How We Did It

Location

United States

Industry

Pet Grooming Services

Size

11-50 employees

About the Client

Founded in 2005, the client began as a mobile dog grooming service, evolving into a thriving franchise model that prioritizes pet hygiene and wellness. The founders, T & JV, are dog lovers dedicated to promoting routine care and strengthening the bond between pets and their owners.

The Challenge: Managing Lead Assignment at Scale

As the business grew, lead generation channels diversified. Leads poured in from Zoho forms, third-party tools like Zaps, and Skyvia integrations. 

However, the company faced significant challenges with Zoho CRM’s default lead assignment system:

Rule Limitations

Zoho CRM imposes a 50-rule limit per grouping, which was insufficient for the franchise’s expanding needs.

Complex Assignment Logic

Leads needed to be assigned based on custom fields like location IDs, which required a more nuanced system than Zoho’s standard rules could handle.

Scalability Issues

As the number of lead sources grew, managing and updating assignment rules became unmanageable.

Delayed Response Times

Manual interventions in lead distribution caused delays, risking missed opportunities.

Evaluating the Problem

Our experts identified that Zoho CRM’s built-in assignment rules were not equipped to handle the franchise’s growing complexity. The solution needed to:

Overcome the 50-rule limit.

Centralize assignment logic for ease of management.

Incorporate custom fields (e.g., location IDs) for precise lead routing.

Operate at regular intervals to ensure timely lead assignments.

The Solution: Custom Lead Assignment System

To meet the client’s needs, we implemented a robust, automated system using Zoho CRM workflows and Deluge scripting.

Workflow Automation

  1. Triggers were set up to activate whenever a lead was created or updated.
  2. Location IDs determined the appropriate lead owner.

Custom Deluge Function

    1. A script evaluated new or updated leads every 2 hours.
    2. Assignments were based on matching location IDs, with a fallback to a default user if no match was found.

    Scalability

    1. The system efficiently managed an increasing number of leads as the business scaled.
    2. Easily integrated new lead channels without being restricted by static rules.
    Learn More About Our Approach

    Implementation Process

    Our solution was implemented in just 2 hours, including client consultation and testing.

    Requirements Gathering (25 min)

    This initial phase allowed us to identify the 

    client’s specific needs to ensure that the 

    solution would address all requirements.

    Workflow Setup (5 min)

    Automated triggers were set up to activate 

    lead assignments whenever a new lead was 

    created or an existing lead was updated

    Script Development (65 min)

    We developed and tested lead assignment logic using location IDs, ensuring precise 

    and efficient lead distribution.

    Testing & Client Approval (25 min)

    Ran test scenarios to verify accurate 

    lead assignments and demonstrated 

    the solution to the client for final approval.

    Our Certifications

           Zoho Survey

            Zoho Expense

          Zoho Billing

        Zoho Sign

            Zoho Social

             Zoho Marketing

          Zoho Projects

          Zoho Books

        Zoho Inventory

        Zoho CRM

            Zoho Campaign

             Zoho Sprints

    Zoho Bigin Badge

          Zoho Bigin

    Zoho Vault Badge

          Zoho Vault

    Zoho People Badge

        Zoho People

    Zoho Recruit Badge

        Zoho Recruit

    Zoho Analytics Badge

            Zoho Analytics

    Zoho Desk Badge

             Zoho Desk

    Zoho Mail Badge

        Zoho Mail

    Zoho Assist Badge

        Zoho Assist

    Challenges Faced & How We Overcame Them

    • Issue: Default setting in Zoho CRM limited function runs to every 2 hours.
    • Resolution: Client agreed to the 2-hour interval, balancing performance with efficiency. Despite this, the solution vastly improved over their previous manual process.

    The 2-hour interval still provides timely lead assignments for our needs, allowing us to manage system resources better.” - Client Feedback

    Results Achieved

    Increased Efficiency

    Automated lead assignments reduced manual intervention, 

    enabling sales teams to focus more on engagement.

    Faster Response Times

    Leads were distributed in near real-time, ensuring 

    timely follow-ups.

    Scalable Solution

    Custom Deluge script overcame the previous limitations, 

    scaling seamlessly with lead volume.

    Enhanced Accuracy

    Leads were assigned based on location IDs, improving the 

    match between leads and agents, boosting conversion rates.

    Transform Your Lead Management Now

    Ajid B.

    We have been working with Bickert Management to convert our operating systems to Zoho. They took time to understand our requirements so the setup would be done correctly to improve our operations and increase efficiency. Their approach is phenomenal as we enjoyed working with the team.

    Sham

    I posted a job on upwork, looking for a developer that could send data from Zoho CRM to an online training platform using their API. From the beginning I felt that Bickert Management had a good understanding of my request. Their developers are very nice, helpful and patient. I'm glad I went with Bickert and would absolutely use them again in the future.

    Laura T.

    Upwork connected me with Bickert Management to solve my CRM needs. Bickert's staff was so great to work with and so affordable. 5-Stars all the way, we are so much more productive in our CRM because of their training and custom reports. Thanks Michael and Kevin. Great Job!

    Diana N.

    After weeks of searching for the right person/business to help us with our project, we eventually found Bickert Management. We had an initial meeting to lay down the plan and timeline; and from beginning to end we had constant collaboration and communication on the project. We have worked with other businesses, but nobody as responsive and timely as Bickert Management. They met our timeline even after we requested last minute changes and we are already making plans for more projects to come.

    Left Brain Pro

    The Bickert team quickly understood our company's needs and created professional, customized templates for our emails, newsletters, and webinar auto-responder sequences. Their expertise with Zoho One and email marketing best practices was evident throughout the process.

    Within a short timeframe, they delivered excellent templates that have streamlined our communications and automated our webinar responses. I highly recommend Bickert Management Inc. for any small business looking to leverage Zoho One and improve their email marketing and automation.

    Angela M.

    I was so glad to find Michael and his team to help me set up my business email, cloud storage and work drive. From the initial interaction to the final completion of the project they were a delight to work with. They got on an initial call with me to understand my needs and make a plan with me, then one of their experts worked with me to execute. I had some questions along the way and they were happy to answer them even after they had me set up. I never felt rushed or like I was just a number. Their team is very responsive and professional and they know their stuff! It was so nice to have their expertise to help me with what was going to be a difficult task if I had to do it on my own.

    Stuart W.

    The Bickert team have been amazing to work with! They're very detailed orientated, communicative and are very knowledgeable. Specific shoutout to Kevin and Eric both of whom I've enjoyed working with immensely. We'll be using their services well into the future, I'd recommend anyone looking for high quality to work with them.

    Tim E.

    We hired the Bickert team to assist us with implementing the Zoho Recruit module (HR software). The team did an excellent job of listening to our requirements and refining the configuration based on our testing. Communications were excellent and the team was very quick to respond to our feedback. An excellent experience and a group I definitely recommend.

    Denise R.

    We worked with the Bickert Management team on a relatively small but unusual and super important project. They were flexible in service of our needs, and incredibly responsive unlike other tech support consultants we've used in the past; very prompt to respond and address our questions. We're already working with and reaping the benefits of what they created for us. When I say it was a real pleasure working with Jason and Michael, I mean it!

    AED Advantage Sales Ltd.

    We have very much enjoyed working with the Bickert team. They listen to our concerns and do everything they can to make our goals a reality. I would recommend Bickert to other businesses looking to streamline operations and increase efficiencies. Thank you Bickert team!

    D P

    BMI has been essential in the progress of setting up the internal structure of our computer systems within Zoho. This is and has been an evolving situation, and they have been able to adapt and get the results that we desire. They have exceeded my expectations. They have always been courteous, quick and responsive. We could not ask for a better partnership.

    Kari M.

    Having Bickert available in 2021 and 2022 to provide us with Zoho Support has been invaluable! Any time we have technical questions our dedicated contact person there can help us figure things out quickly. This saves me a lot of time and headaches to know I have an expert available. He's also able to explain things in a way that I can understand and learn from. Thank you to Bickert for providing a great service!

    Mike M.

    BMI has been great to work with. Their team is prompt and always follows up to ensure expectations are met. They helped me to integrate Zoho with my SAAS. I'll definitely use them in the future.

    Nitzan H.

    Everyone we've been in contact with at BMI has been extremely forthcoming and open to our questions and wishes. Clear communication and thinking actively with us to to find a way (both financially and expectation wise) to start a healthy collaboration. The team clearly understand the in's & out's of the products they are working with and we are looking forward to a long lasting working relationship.

    Preston H.

    I found BMI on Upwork and the experience has been amazing! They've been able to save me so much time & money with their extensive knowledge of the ZOHO platform and automations. Thank you!!

    Mike S.

    Great communication and great results on the Zoho forms/desk project they worked on for us. Will be doing more work with BMI!!

    Fred L.

    Extremely professional organization consumed with pleasing its clients.

    Ashley L.

    Great team, rapid response, fantastic experience!

    © 2025  ||  All Rights Reserved  ||  Report a Bug

    Zoho and the Zoho logo are registered trademarks of the Zoho Corporation.