Case study · HVAC and refrigeration
Zoho B2B Sales and Marketing System for a Cooling Solutions Company
We built a Zoho-based B2B sales and marketing system for a cooling solutions company in markets across the Middle East and Africa, linking an online store, WhatsApp bots, local search and social channels.
- Zoho CRM
- Zoho Commerce
- Zoho SalesIQ
- Zoho Social
- WhatsApp Business API
- Google Business Profile
At a glance
The challenge
The company sells industrial refrigeration, cold room parts and repair services to businesses in three very different markets. It needed a stronger online presence, a way to re-engage existing customers, and a steady flow of new B2B leads.
- The business needed a solid online presence in three countries with different channel habits.
- Existing customer databases were not active as a sales channel.
- Spare-part buyers and service clients needed a faster way to order or ask for a quote.
- Each market relies on its own payment methods and social platforms.
- New buyers in sectors such as food processing, logistics, healthcare and hospitality had to be found and reached.
What we built
We built a sales and marketing system on Zoho CRM, Zoho Commerce, Zoho SalesIQ and Zoho Social that links the company’s online store, WhatsApp, social channels and local search. It re-engages existing customers, adds categorized B2B lead lists by sector and country, and sends quote requests to the sales team for quick follow-up.
Conversion-focused online store
A single-page, responsive store lists spare parts and services in clear categories. Parts have a quick checkout, and service requests use a quote form that goes straight to WhatsApp Business.
Local search and reviews
Google Business Profile listings in each market capture nearby search traffic. Automated links sent after each job ask customers for Google reviews.
Local payment options
Checkout supports methods suited to each country, such as regional card processing, bank transfers, mobile money and cash on delivery.
WhatsApp customer reactivation
A verified WhatsApp Business API bot sends a one-time broadcast to existing customers. Messages are tailored to sectors such as hospitals and hotels, in Arabic and English.
Social and website chatbots
Bots on WhatsApp and Messenger answer common questions, qualify leads and handle simple spare-part sales around the clock. A website bot guides visitors and passes complex inquiries to sales staff.
WhatsApp vs. email testing
A split test compares WhatsApp bot messages with email campaigns on an initial customer group. It measures lead-to-quote conversion to guide the wider database campaign.
Market-specific social media
Each country gets its own platform mix and content focus. LinkedIn carries thought-leadership articles and role-targeted ads for operations, business development and engineering staff.
In-store QR codes
QR codes at store locations take customers to the Google review page or into a WhatsApp Business chat.
Connected systems
- WhatsApp Business API
- Facebook Messenger
- Google Business Profile
- Google Reviews
- Local payment gateways and mobile money
- Email marketing
- Facebook, Instagram and LinkedIn
The outcome
- Spare-part buyers can order online, and service quote requests reach the sales team on WhatsApp for quick follow-up.
- Customers in each country can pay with familiar local methods.
- Existing customer records can be re-engaged through verified WhatsApp messaging.
- Bots handle routine questions and lead qualification 24/7 and hand complex inquiries to sales.
- Post-job review links and store QR codes feed Google reviews and support local search visibility.
Many of our projects are under NDA, so we keep client names private. With client consent, we can share more detail or a live walkthrough on a call.
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