DSL Telecom - Blog #Zoho CreatorDSL Telecom - Blog #Zoho Creatorhttps://www.dsltelecom.co.za/blogs/tag/zoho-creatorThu, 07 May 2026 15:57:08 -0700http://zoho.com/sites/<![CDATA[How DSL Telecom Streamlined Sancert Global's Certification Processes With Zoho Software]]>https://www.dsltelecom.co.za/blogs/post/how-dsl-telecom-streamlined-sancert-global-s-certification-processes-with-zoho-softwareRead this blog to see how a tailored Zoho implementation transformed Sancert Global's certification workflow and supported scalable growth.]]>

Sancert Global

A Sancert Global certification consultant engaging with a customer
Sancert Global is a leading internationally accredited certification provider.

Industry
ISO Certification Services

Type
Privately Held

Location

Somerset West

Sancert Global is a leading internationally accredited certification provider, holding UKAS and SANAS accreditation. With over 20 years of experience and a global footprint, Sancert helps businesses decrease risk and achieve operational excellence through ISO certification services including ISO 9001 (Quality Management), ISO 14001 (Environmental Management), ISO 27001 (Information Security), ISO 31000 (Risk Management), ISO 13485 (Medical Devices Quality Management), and ISO 45001 (Occupational Health and Safety).


Through expert auditors and structured processes, Sancert guides organisations through the full external certification journey.

The Challenge:

As Sancert Global experienced rapid growth, its certification processes became increasingly complex, requiring close coordination between auditors and back-office teams across every stage. Relying on email and messaging tools led to fragmented communication, limited visibility, scheduling challenges, and manual inefficiencies. To sustain growth, Sancert needed a centralised, customisable system to streamline workflows and improve transparency, without compromising efficiency or compliance.

The Solution: A Centralised Zoho System Built for Certification Excellence

To help Sancert streamline its growing operations, DSL Telecom, an award-winning Zoho Premium Partner in South Africa, implemented a fully integrated Zoho ecosystem tailored specifically to the certification lifecycle. 


The foundation of the implementation was Zoho CRM, which became the central hub of Sancert’s operations. Instead of tracking certification progress across emails, spreadsheets, and messaging apps, the entire client journey now lives inside one structured system.

DSL Telecom set up custom Zoho CRM modules to match Sancert’s certification workflow, from costing and audits to surveillance and re-certification. Step-by-step blueprints and automated workflows now guide team members, trigger tasks and reminders, and reduce manual work. 

One of the standout features for Sancert has been the mail merge functionality. Key details like account names and addresses now auto-populate from the CRM, saving time and eliminating manual copy-and-paste errors.

This gives Sancert clear visibility and control over every client’s progress.

To reduce manual data entry and speed up responses, DSL Telecom implemented Zoho Forms and connected it to Zoho CRM. Website forms now automatically create or update CRM records. This ensures accurate data, avoids duplicates, and makes onboarding faster and smoother for both the Sancert team and their clients.

Certification requires many documents to be signed, from NDAs and quotes to audit agreements. Previously, this was done manually, causing delays and extra follow-ups. DSL Telecom simplified the process by implementing Zoho Sign. Documents are now generated from the CRM, sent electronically for signature, and automatically linked to the client record. This has sped up approvals, improved tracking, and removed administrative bottlenecks.

The subsequent phase focused on structured document management, and to keep certification documents organised and accessible, DSL Telecom integrated Zoho WorkDrive with Zoho CRM. Each new client account automatically gets a structured folder for all relevant files, accessible directly from the CRM. Auditors can securely share and collaborate on documents, making compliance easier and eliminating scattered files.

One of Sancert’s key operational requirements was improved visibility of auditor availability and a simpler way to schedule audits. To solve this, DSL Telecom created a kiosk within Zoho CRM that integrates with Zoho Creator. All bookings now automatically appear on the embedded Zoho Creator calendar, giving the Sancert team clear visibility and streamlining planning across all certification stages.

The next step was to provide leadership with meaningful business insights. DSL Telecom's skilled team deployed Zoho Analytics to deliver real-time dashboards and reporting. Instead of manually compiling reports, management can now access up-to-date performance data at any time. This empowers Sancert to make informed, data-driven decisions and continuously refine their processes.

Finally, to support continuous improvement, Zoho Survey was introduced to gather structured client feedback once a certification is completed. Surveys are linked directly to the CRM records, allowing Sancert to monitor client satisfaction and identify areas for enhancement. This reinforces their commitment to service excellence and long-term client relationships.

The Results: A Structured Environment That Supports Operational Efficiency While Delivering A Smoother Experience

By partnering with DSL Telecom, Sancert Global now operates from a fully integrated, centralised system that connects people, processes, and documentation across the entire certification lifecycle.

The new Zoho software environment has reduced manual workload, improved collaboration, enhanced compliance tracking, and positioned Sancert for scalable growth - all while delivering a more seamless experience to their clients.

To ensure they maximise ROI on their Zoho investment, Sancert also signed up for a  DSL Telecom Customer Success Plan, giving them access to expert advice on Zoho best practices, adoption strategies, and proactive recommendations to optimise their certification processes.

Testimonial from Sancert

'' It was an absolute pleasure working with the DSL Telecom team to bring our Zoho system to life. Despite the complexity of our processes, it was amazing to see how every person we worked with at DSL Telecom took the time to truly understand our business in order to provide the best support possible. We genuinely appreciate all their efforts. ''

Ready to Transform Your Operations with a Customised Zoho Solution? 

DSL Telecom specialises in delivering expert Zoho implementation, consulting, and support to help businesses streamline workflows, boost efficiency, and gain complete visibility over their processes.

Book a free consultation
]]>Mon, 23 Feb 2026 11:31:42 +0200<![CDATA[How Taurus Capital Streamlined Financial Operations With Zoho Creator: A Success Story]]>https://www.dsltelecom.co.za/blogs/post/how-taurus-capital-streamlined-financial-operations-with-zoho-creator-a-success-storyRead this blog post to discover how Taurus Capital transformed their financial operations with Zoho Creator.]]>

Taurus Capital, a proud member of the Bridging Finance Association of South Africa, is a specialist financial services company offering expert bridging and advisory solutions, including Road Accident Fund Bridging, Property Bridging, and Attorney Advisory services.


Since 2016, they have built a reputation for fostering long-term partnerships and creating generational wealth for their clients. Their unique approach goes beyond traditional funding; they provide solutions that deliver peace of mind while making a meaningful difference in the lives of their clients and partners. With a dedicated team of industry-leading experts, Taurus Capital ensures responsible, trusted financial support

The Challenge

Taurus Capital required a solution to streamline their client management, fee calculations, and bank statement imports. 

They wanted to create a seamless process for reconciling receipts and finalising transactions. Additionally, they needed a robust system to generate professional statements and automate transaction monitoring, ensuring timely notifications for their clients.

The Solution

DSL Telecom's team of Zoho software experts set to work on implementing a tailored solution using Zoho Creator to meet the needs of Taurus Capital. Given its customisablity and ability to generate professional statements, Zoho Creator was selected as the preferred platform for this project.

The core of the solution was a loan management system with a calculation engine housed in Zoho Creator. This engine automatically imports new transactions from Zoho CRM, calculates fees, allocates journal entries and receipts, and provides a consolidated view of assets and transactions to deliver a comprehensive, automated financial tracking system.
Safety Wallet


Industry Type: Financial Services


Type Of Business: Privately Held


Headquarters: Johannesburg 


Employees: 31


Zoho Applications That Helped Us:

Zoho Creator

Zoho CRM


The solution began by syncing Zoho Creator and Zoho CRM, allowing all transactional records to be imported seamlessley. Automated daily schedules were set up to calculate claims and fees, and a receipting function with journal entries, such as credit notes, was integrated.

Customised HTML pages were developed to generate statements that could easily be sent to clients, while advanced reporting capabilities provided deeper insights. Finally, a robust monitoring system was built using custom modules, workflows and email automation to ensure all transactions were tracked effectively.

In summary, DSL Telecom and Zoho Creator helped Taurus Capital streamline their financial processes, automate tasks, and improve client communication. With this application, they now operate more efficiently and can focus on serving their clients better, solidifying their reputation in the South African financial bridging industry.

To get the most out their Zoho software investment, Taurus Capital also signed up for a DSL Telecom Customer Success Plan, ensuring they receive top-notch support and expert advice.

Testimonial From Taurus Capital

''DSL Telecom provided exemplary service throughout our journey to develop a sophisticated Loan Management System in Zoho Creator. Their exceptional problem-solving skills and ability to translate complexity into a streamlined, efficient, and fully functional application have elevated Taurus Capital's business operations. Their professionalism, competence, and commitment, have made DSL Telecom a trusted partner in our growth and success.'' 
- Sam Cohen, Systems Engineer
Ready to start your business's software journey like Taurus Capital? Book your free DSL Telecom evaluation meeting today.
Book my free evaluation meeting
Zoho Premium Partner South Africa
]]>Fri, 20 Sep 2024 08:33:41 +0200<![CDATA[How SafetyWallet Transformed Operations With Zoho Creator]]>https://www.dsltelecom.co.za/blogs/post/how-safety-wallet-transformed-operations-with-zoho-creatorRead this blog post to discover how SafetyWallet streamlined its document-upload process with a custom Zoho Creator application.]]>

SafetyWallet, established in 1997, is a leading provider of Occupational Health and Safety compliance solutions across South Africa. 


The company specialises in audits, training courses, hazard identification, and risk assessment services. With a strong network of offices nationwide, SafetyWallet supports employers in creating safer, healthier work environments in line with the Occupational Health and Safety Act.


Employers subscribing to SafetyWallet gain access to:

  • OHS Online Cloud-Based Management System: Centralised management of risk assessments and incident reporting.
  • Health and Safety e-Learning: Comprehensive training modules to keep teams compliant with the latest safety standards.
  • Virtual and Telephonic Support: Expert advice for prompt resolution of safety challenges.
  • Compliance Discounts and Rewards: Financial incentives for high compliance standards.

In addition, The SafetyWallet Triple P Health and Safety Management System (HSMS), free to subscribers and supported by MAKROSAFE, enhances workplace safety and legal compliance.


Their experienced team offers comprehensive assistance in navigating the complexities of health and safety practices, ensuring adherence to industry standards.

The Challenge

SafetyWallet faced a challenge in managing purchase orders efficiently. The existing process required vendors to send attachments separately, which users then manually uploaded to the respective purchase orders.

This approach was not only time-consuming but also prone to delays.

To streamline operations and improve accuracy, the team at SafetyWallet required an automated mechanism that would enable vendors to directly upload their attachments to purchase orders.

The Solution

The answer to SafetyWallet's challenge was a custom application developed in Zoho Creator, implemented with the expertise of DSL Telecom's Zoho implementation team.

Each Zoho Books purchase order receives an automatically-generated URL from the Zoho Creator application.
Safety Wallet


Industry Type: Consulting


Type Of Business: Privately Held


Headquarters: Johannesburg 


Employees: 10


Zoho Applications That Helped Us:

Zoho Creator

Zoho Books

Zoho Desk

This URL, accessible from within the SafetyWallet vendor portal, directs vendors to a dedicated page in the Zoho Creator application. On this page, vendors can easily upload their supporting documents directly to the purchase order, streamlining the process and eliminating the need for manual uploads by SafetyWallet.

Zoho Desk is also integral to managing the document-upload process. When a vendor uploads supporting documents via Zoho Creator, a ticket is automatically created in Zoho Desk. This generates a custom email notification to the relevant user, informing them of the new documents. The user can then review the attachments, and either approve or reject the documents as needed. DSL Telecom expertly integrated Zoho Desk and Zoho Creator, ensuring efficient tracking and management of documents, streamlining the approval process, and keeping the system well-organised.

In summary, the custom application serves as an efficient gateway for document uploads, featuring a streamlined approval process. This empowers vendors to manage their own attachments, reducing the need for manual intervention by SafetyWallet.

To ensure they maximise their ROI on their Zoho software investment, SafetyWallet signed up for a DSL Telecom Customer Success Plan which provides them with dedicated, expert guidance throughout their ever-evolving Zoho software journey.

Testimonial From SafetyWallet

''From the very beginning, DSL Telecom demonstrated a deep understanding of our requirements. Their team took the time to listen, analyse, and propose the best approach to achieve our objectives. Their knowledge of Zoho Creator and their ability to translate our ideas into a functional tool was truly impressive. We highly recommend DSL Telecom to any organisation seeking a reliable and knowledgeable partner. Their dedication, expertise, and exceptional service have made a profound impact on our business.'' ~ John Terblanche, Executive Director.
Is your business also ready to start an exciting journey with Zoho software? Team up with DSL Telecom, an award- winning Zoho consulting partner, and benefit from consultation, data migration, customisation, development and third-party application integration services.
Book my free evaluation meeting
Zoho Premium Partner South Africa
]]>Tue, 30 Jul 2024 14:37:36 +0200<![CDATA[SG Trade Finance Enhances The Customer Experience With Zoho Creator]]>https://www.dsltelecom.co.za/blogs/post/sg-trade-finance-enhances-the-customer-experience-with-zoho-creatorRead this blog post to learn how DSL Telecom's Zoho implementation team facilitated the creation of a fully integrated application for SG Trade Finance, serving as a client portal.]]>

Part of the global logistics and mobility company, Super Group, SG Trade Finance specialises in providing innovative trade finance solutions that facilitate global trade for South African businesses spanning diverse industries.


The business offers a comprehensive suite of trade finance products for stock payment. Designed to address specific needs at every stage of their development, these products include foreign and local payment financing, trade finance guarantees, forward exchange cover and spot payments.


SG Trade Finance's team of experienced trade finance consultants, based at their Johannesburg offices, pride themselves in being the driving force behind the success stories of numerous businesses.

The Challenge

Before making the transition to Zoho Creator, SG Trade Finance managed all their leads and payment instructions in Outlook and Excel.

They required the creation of an official user-friendly leads data base.

This progressed into a client portal where clients could log payment instructions more efficiently, while providing a unified point of communication. In addition, they also wanted to enhance the overall client experience.

SG Trade Finance, having worked with DSL Telecom's Zoho Implementation team for many years, turned to them for their expert guidance on their new project requirements.

The Solution

This Zoho implementation project included the creation of a custom database application to assist SG Trade Finance, as well as an effective client-friendly payment instruction portal. 
Super Group Trade Finance


Industry Type: Trade Finance


Type Of Business: Division of Super Group Trading (Pty) Ltd


Headquarters: Johannesburg 


Group Employees: 20 000


Zoho Applications That Helped Us:

Zoho Creator

Zoho Desk

Zoho CRM


Their app comprises of a user interface for the client to input data with some pre-filled information to speed up the request process.


We implemented a tailored solution for SG Trade Finance, featuring a dedicated portal for managing financial instructions and applications. This allows clients to securely handle instructions, track submissions, manage beneficiary details, and access comprehensive reports summarising payment instructions.


Additionally, our Zoho implementation team seamlessly integrated SG Trade Finance's Zoho Creator with Zoho Desk and Zoho CRM, streamlining the payment instruction process and enhancing operational efficiency.

To maximise their ROI on their Zoho software investment, SG Trade Finance also enrolled in a DSL Telecom Customer Success Plan.

Choose DSL Telecom

In conclusion, the partnership between SG Trade Finance and DSL Telecom's Zoho Implementation team has significantly streamlined and enhanced SG Trade Finance's payment instruction process. By integrating Zoho Creator with Zoho Desk and Zoho CRM, SG Trade Finance now enjoys a more efficient, organised, and user-friendly system that not only meets their current needs but also scales with their growing business demands.

Testimonial From SG Trade Finance

'' DSL Telecom has transformed our operations with their innovative solutions. What began as a simple request for a central information hub for leads, resulted in a game-changing automated payment instruction process. Thanks to DSL Telecom's expertise, we streamlined our workflow and significantly sped up our processing times. Their ability to understand our needs and translate these into tangible outcomes is particularly exceptional. We're excited about the future possibilities with DSL Telecom as our trusted partner.''
Looking to embark upon your own Zoho software journey like SG Trade Finance? Book your free evaluation meeting today .
Book my free evaluation meeting
Zoho Premium Partner South Africa
]]>Thu, 11 Jul 2024 11:48:19 +0200<![CDATA[DSL Telecom's Team Is Now Certified In Zoho Creator]]>https://www.dsltelecom.co.za/blogs/post/DSL-Telecoms-Team-Is-Now-Certified-In-Zoho-CreatorRead this blog post to learn about our recent Zoho Creator Certification, its advantages, and how teaming up with a Zoho Creator Certified Expert can benefit your business.]]>

At DSL Telecom, we take pride in staying on top of industry knowledge and expertise through certifications. Today, we are thrilled to announce that we have achieved yet another milestone in our journey to better serve our clients – our team is now officially certified in Zoho Creator.

Just as we have done in the past with Zoho CRM, Zoho Desk and Zoho Campaigns, we believe that staying up-to-date with the latest certifications is essential to ensure our customers receive the best possible service. That's why our dedicated Zoho team recently undertook the Zoho Creator certification course, and we are excited to share the success they've achieved.

DSL Telecom's certified Zoho Creator team

What Is Zoho Creator?

Zoho Creator is a low-code/no-code application builder that allows you to create apps for your business's unique needs. Zoho Creator was created to make application development more accessible, cost-effective and efficient. This low-code/no-code software aims to enable users without programming skills to design and build custom applications for a wide range of use cases across different industries and departments.

The 3 Levels Of The Zoho Creator Certification:

Having completed the first 2 of 3 levels in the Zoho Creator certification, our team is certified Zoho Creator Developer Associates. The 3 certification levels for the Zoho Creator certification are:

1. Certified Business User: This level involves a detailed exam that goes through the fundamental no-code concepts in Zoho Creator, including data modeling, workflow creation, customer portals, and more.

2. Certified Developer Associate: This level focuses on a thorough examination of our team's knowledge of Deluge scripting features, such as data types, built-in functions, and integrations. It has taught the team to use advanced and customised solutions in Zoho Creator.

3. Certified Developer-Professional: To reach this level, our team must first gain at least one year of experience as a Zoho Creator Certified Developer Associate. Once that milestone is reached, they can pursue this advanced course to further enhance their skills and knowledge in Zoho app development.

DSL Telecom is Certified as a Zoho Business User and Developer Associate

Why You Should Partner With DSL Telecom To Create Your Custom Business App:

When working with DSL Telecom, you will be collaborating with a team of certified Zoho Creator consultants who have an in-depth knowledge of the Zoho Creator app features and functionality. Save time and effort by leveraging a team experienced in creating custom apps for a wide range of businesses in different sectors. We offer comprehensive services, including Zoho Creator consulting, implementation, ongoing support, and training. 


Here are just a few examples of our Zoho Creator clients who we have built custom apps for:

DSL Customers using a custom business app called Zoho Creator

Conclusion 

If you're ready to create a custom app for your business, choose DSL Telecom as your trusted Zoho Creator Partner. Get your free consultation today, and let us create your unique business app tailored to your goals.

Get your free consultation
DSL Telecom are certified Zoho Creator Consultants

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