Problem Statement
- Manufacturing company looking for sales automation software
- Also looking for customisation to handle operations and delivery
- Need a comprehensive solution that can also provide commission calculations and analytics.
Solution:
- We set up Zoho CRM for the sales process to handle lead inflow and lead conversion into opportunities.
- The quoting and invoicing process was set up in the CRM as well. Validations were added using client scripting for quote pricing approvals.
- Custom modules were set up for collating payment data from their accounting system for the reconciliation of invoices.
- The orders module was used to manage order placement to the warehouse team, and role-based access was used to give location-wise access to the warehouse and delivery team to update the status of production up to delivery.
- The commission calculator was built using Deluge to match the incentive programme shared by the client.
- Dashboards have been set up in Zoho Analytics, and these provide detailed insights into sales vs collections, sales team performance and which products are being sold the most.
Key Findings:
- Centralised Sales Management Improved Efficiency.
- Pricing Control Reduced Revenue Leakage.
- Improved Financial Accuracy Through Reconciliation.
- Enhanced Cross-Functional Collaboration.
- Automation of Commission Calculations Increased Trust.
- Data-Driven Insights Enabled Better Decision-Making.
Conclusion:
The implementation of Zoho CRM as an end-to-end sales and operations platform successfully transformed the client’s business processes. By integrating lead management, quoting, invoicing, order tracking, financial reconciliation, and commission automation into a unified system, the organisation achieved greater operational efficiency, improved data accuracy, and enhanced cross-team collaboration.
