Case Study – Consumer Goods

Case Study – Consumer Goods

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Client Profile

An Organization providing electric heaters to its residential and corporate clientele across Australia.

Key Highlights

  • Industry - Electrical and Electronics
  • Project Duration - Nine Months

Scope of work

  • Enhancement of Zoho CRM and Campaigns
  • Launch of Zoho Inventory
  • Integration of Xero and Zoho

Service Offering

  • Digital Transformation - Enhancement of Zoho suite of operations across functions to increase efficiency in operations.

Challenges / Requirements

  • Need for a Quote Creation process that provides a summary of the nature of heaters and related accessories required across a particular flooring.
  • Create an order management module for effective tracking in CRM.
  • Ensure adequate transfer of information between Xero and Zoho to ensure that inventory and finance systems are aligned.
  • Refine how campaigns are rolled out to existing and potential customers.
  • Develop a customer feedback survey rollout upon delivery and installation of heaters.

Our Solutions & offerings

Designed and developed the Inventory module in Zoho Effective integration with Xero to ensure smooth flow of related data.

Developed the order management module to enable effective tracking of the order from the dispatch to the delivery and installation stage.

Developed a Quote Creation module in Zoho Creator enabling the calculation of the price of heaters and related accessories through automation.

Integration of Zoho creator and Inventory module to enable effective inventory management and inventory forecasting.

Refined the Zoho Campaigns module to increase campaign effectiveness.

Developed a customer feedback survey which would be sent to the customers upon delivery and receipt of payment.


  • Instituted a strong order management mechanism to ensure that the order-to-cash process is seamless.
  • Effective integration of the CRM inventory and Finance systems.
  • Gathered regular feedback from Customers to gauge & increase customer satisfaction levels.
  • Reduced manual intervention in the Quotes Creation process by way of automation thereby increasing efficiency.