In summary
Objective
Basic configuration of Zoho crm
Customization of the processes of Marketing
Integration of the system of Sales
Integration services for Technical Office, from integration with design software to the ticketing system
Integration with Production to manage progress, MES and warehouse
Create dashboards for Purchasing/Suppliers
Integrated process of Post-Sales
Integration of a planning and organization system for Logistics/Installation
Integration with Administration/Accounting for cash flow, customer financial status and reminders
Integration: integrate processes with the management system up to the machine edge
Recipients
Integrated system with Zoho CRM dedicated to:
Manufacturing companies that integrate from sales to logistics and after-sales
Commercial companies, focused on sales force management and margin control
We have used it for companies in Furniture, Cosmetics, Aesthetics, Hairdressers, Logistics, Custom Clothing, Automotive, car dealerships, online stores, HORECA, industrial machinery production, etc.
Examples
Lead
Website form link for lead submission
Lead integration with external databases (credit, companies, etc.)
Companies and Contacts
Customization of forms in order to:
Create summary tables in the contact/company tab (e.g. credit situation, revenue situation, etc.)
Synchronization of address book with accounting management software
Automatic field update based on order status (e.g., active customer status, lost, etc.)
Trattative
Customization of the Deals/Business module for:
Update the status based on the status of orders, quotes, invoices
Preventivi
Customization of quote prints to differentiate them (e.g., language, with and without discounts, etc.)
Price updates based on details in the Company or contact sheet (e.g., general commercial conditions)
Synchronization of quotes with accounting software
Ordini
Order integration for:
Import orders from website (e.g. wix, prestashop, magento, wordpress etc)
Order status based on production manager (MES)
Real-time needs analysis
Send automatic progress notifications to the customer
Summary tables for production times, status of raw material orders, etc.
Automatic creation of bills of materials/production orders
Fatture
Invoice Management
Import export from the accounting management system
Payment status synchronization
Products/Items
Possibility of:
Synchronize items with external software
Dynamic inventory management
Management of theoretical stocks (based on the bill of materials)
Creation of bills of materials
Activities
Advanced management of Tasks, Meetings, Calls for:
Integration with third-party systems
Calendar synchronized with SMS/Whatsapp/call manager
After Sales
Case management and solutions
Post-Sale Economic Planning
Mail Set
Creation of event-based email campaigns:
To warm up leads
For upselling orders
Dashboard and dashboards
Sales Historical Analysis
Sales Network Productivity Analysis
Order Status Analysis
Production status analysis
Qualitative analysis of production and waste (e.g. theoretical vs actual times)
Specific sectors
Application in the automotive sector for BDC customer management (callbacks and nurturing)
Doctor as an analysis dashboard
Training for managing courses/students and reporting
Industrial to monitor productivity and financial forecasting