Case Study – Manufacturing

Case Study – Manufacturing

Card image cap

Client Profile

Leading animal feed manufacturer and distributor in Newzealand

Key Highlights

highlights
  • Industry - Animal Feed Manufacturing
  • Project Duration - Year long Multiple Phases

Scope of work

scope-of-work
  • Sales and Operations
  • Finance and Inventory

Service Offering

service-offering
  • Digital Transformation by enhancement of the Zoho One Suite - Design and Implementation
  • Development of MIS Framework

Challenges / Requirements

  • Effective integration of finance and inventory systems with the CRM
  • Lack of a formal mechanism to track Sales personnel interaction with Customers and their time spent on business development
  • Lack of a system to track the Contract Status with Customers
  • Need for more accurate reporting across different levels of management

Our Solutions & offerings

Defined the nature of information transfer between the two systems and ensured effective integration of two systems

Designed the territory planning model that would track monitor customer interactions of the sales personnel

Integrated the territory planning model with the CRM module to ensure timely and accurate representation of the customer life cycle

Built customized dashboards for the Sales Representatives and Managers to track customer visits and action items

Digitized the signing of the supply agreement contracts between the Client and the customers

Developed a dashboard to provide visibility to the sales regarding many aspects such as sales, revenue and customer interactions

Impact

  • Monitoring Mechanism to track Sales Representative Activity
  • Adherence to HIPPAand GDPR
  • Ensures equitable workload distribution
  • Minimize redundancy in data entry across systems
  • Effective management of Contracts
  • Customized MIS leading to better data analysis and effective decision making
  • Gain visibility to customer information and status leading to timely and relevant customer interaction