Case study · Product sales
Zoho CRM, Books and Inventory Setup for a Product Sales Business
We connected Zoho CRM with Zoho Books and Zoho Inventory so sales staff can track leads, check stock lists and raise proformas based on what is available.
- Zoho CRM
- Zoho Books
- Zoho Inventory
At a glance
The challenge
The company needed one system for its sales pipeline, stock and basic finance. Sales staff had to know what was available before quoting, and proformas had to reflect actual stock.
- Leads needed a single place to be captured, tracked and followed up.
- Sales staff needed direct access to stock lists while working deals.
- Proformas had to be based on which items were actually available.
- Sales records needed to flow into accounting in Zoho Books.
- Approvals, invoicing and payment tracking needed clear, automated steps.
What we built
We implemented Zoho CRM together with Zoho Books and Zoho Inventory, following the client’s written technical requirements. The setup links leads, stock, proformas and finance through automated workflows and approvals, and we trained the sales and admin teams to run it.
Lead tracking
Zoho CRM captures each lead and tracks it through the sales process.
Stock lists for sales
The sales team can open configured stock lists to check what is on hand before quoting.
Availability-based proformas
Proformas are created from item availability, so quotes match stock that can be supplied.
Zoho Books integration
Zoho CRM is connected to Zoho Books, so sales records carry through to accounting.
Workflows and approvals
Automated workflows and approval steps move records forward without manual follow-up.
Invoice and payment tracking
Basic finance workflows cover issuing invoices and tracking customer payments.
Training and go-live support
Sales and admin staff were trained on the system, with a short support period after go-live.
Connected systems
- Zoho CRM and Zoho Books
- Zoho CRM and Zoho Inventory
The outcome
- All leads are captured and followed up in Zoho CRM.
- Sales staff check stock lists before they commit to a quote.
- Proformas are linked to item availability.
- Sales data connects to Zoho Books for invoicing and payment tracking.
- Approvals run through automated workflows.
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