Optimize My Data

BACKGROUND

Introduce your business and what you do there.

I’m the founder of PayAssured Credit Services Private Limited, a financial services company. We help businesses recover outstanding invoices quickly through a structured, compliance-driven debt recovery process, leveraging legal expertise and a nationwide network while maintaining professional client relationships.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Optimize My Data?

We needed help setting up our accounting systems using Zoho Books.

SOLUTION

What was the scope of their involvement?

Optimize My Data has helped set up our accounting systems using Zoho Books. The team has also trained our accounting team and customized Zoho Books to our unique requirements. This has helped us get rid of our old and dated Tally-based accounting systems and migrate all our accounting workload to Zoho Books.Over time, Optimize My Data has helped set up a sales pipeline for us using Bigin CRM (part of the Zoho ecosystem) and the automation that goes along with it. The team has been instrumental in training our team and customizing the offering through Zoho scripting to meet our unique requirements.

What is the team composition?

We’ve worked with 6-10 teammates from Optimize My Data.

How did you come to work with Optimize My Data?

We found them through a referral. We chose them over other options because of their high ratings and customized offering.

What is the status of this engagement?

We worked together from March–June 2026

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

On the accounting front, we have better business visibility, which leads to faster decision-making. On the sales front, the new system fixes lead leaks, resulting in higher conversions and, of course, higher top-line revenue. Our conversion ratio was 1/10 before this change. After the change, the conversion ratio improved to 1.33/10.Moreover, reporting used to take a week, and now it's instantaneous.

How did Optimize My Data perform from a project management standpoint?

Optimize My Data runs a tight ship, so they deliver on time. We communicate through in-person meetings, virtual meetings, and email or messaging apps.

What did you find most impressive about them?

Optimize My Data has an in-depth understanding of the Zoho stack, which has helped them customize the offering to our requirements. The team is driven and dedicated, and their support is spot-on, making the experience smooth.

Are there any areas they could improve?

I can't think of anything for now.

BACKGROUND

Please describe your company and position.

I am the Coach at a somatic coaching company

Describe what your company does in a single sentence.

Somatic Coaching

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Optimize My Data to accomplish?

• Get my website to properly communicate with Google ads/analystics

SOLUTION

How did you find Optimize My Data?

Online Search

Why did you select Optimize My Data over others?

• Great culture fit
• Other

Describe the scope of work in detail. Please include a summary of key deliverables.

 I'm currently running a Smart Ad campaign and I need someone to configure these correctly. Deliverables: Make sure the 3 conversion links I have on my website are firing correctly Deadline: ASAP

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

 Deliverables Make sure the 3 conversion links I have on my website are firing correctly Deadline: ASAP

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They always delivered on time and always responded to meet my needs. Very helpful.

What was your primary form of communication with Optimize My Data?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The relational aspect and quality of work

Are there any areas for improvement or something Optimize My Data could have done differently?

No