Infomaze implemented Zoho Business suites, Automation, and Workflow for a Pharmaceutical company in India for their plant’s day-to-day operations, especially in their raw materials management. The client previously faced challenges using SalesForce, so we seamlessly migrated their processes to Zoho for improved efficiency and scalability. Their workflow process was quite complex. However, our Zoho experts implemented this to meet the client’s requirements and satisfaction.
Their processes involved complex workflows related to supplying raw materials to their U.S.-based company, and later, they used to send the final product after processing to our clients. They also had problems sending samples for approval and so on. Earlier, they were using SalesForce where they were facing multiple challenges, so we seamlessly migrated them to Zoho.
The client faced several operational inefficiencies that prevented them from scaling:
The extraction of raw materials, sample approvals, and exports required multiple manual interventions.
Their existing system, which relied on SalesForce, had disconnected data spread across the departments, so they were finding it difficult to access timely, accurate information. The disintegrated data flow caused inefficiency, delays in making decisions, and difficulties in coordinating sample approval, exportation, and production planning.
The field representatives had a very tough time managing customer interactions, monitoring the approval process, and ensuring that there was proper conveyance of updates to the production team. All these resulted in delays, miscommunication, and reduced productivity.
Lack of Advanced Workflow in processing data across modules and automatic decision-making.
Initially, they would send samples for approval, and only after the sample was approved, the final raw materials would be shipped. To tackle these challenges, our team adopted Zoho suites for its customization and integration capabilities, streamlining the process and increasing efficiency. We had a very detailed meeting with the clients, and based on the input we received from them, we started implementing and customizing their CRM as needed. We started the project with the field updates and then the customization requested by the client using Zoho CRM, Zoho Books, Zoho Creator, and Zoho Forms.
We configured Zoho applications with deep customizations and high integration levels, helping the client operate its end-to-end workflows effectively, from the raw material extraction point to the delivery of the final product. The features were as follows:
In-depth Zoho functions that automate complex arithmetic calculations and decisions through data feeds from multiple modules. We implemented various automation, which saved much of their manual work and delays in providing the information to the right department.
Connected seamlessly to SAP and QuickBooks Desktop in order to synchronize real-time information sharing and smoother financial management.
Custom fields and workflows tailored for the sales and field teams to log interactions, approvals, and tracking from one stage to another.
Single, integrated dashboard that tracks sample approvals, exports, and final deliveries.
Manual effort in the decision and a failure in automation.
Leveraged Zoho’s built-in workflows and advanced functions to establish conditional logic for pulling data across multiple fields/modules for automated computations. For example:
Disconnected Financial and Production data.
Developed API-based integrations between Zoho CRM, SAP, QuickBooks Desktop, and other Zoho applications.
No systemized tools existed to help the sales and field staff.
The system was customized as per the need of the field representatives by the company:
Lack of visibility into the overall workflow process.
Built real-time dashboards to track progress across modules, enabling stakeholders to monitor sample approvals, shipment schedules, and order completion.
The inefficiencies and constraints in the present SalesForce setup.
The Zoho CRM implementation greatly improved the client’s operational efficiency and profitability:
Automated workflows reduced manual interventions by 40%, allowing teams to focus on strategic tasks.
Seamless integrations with SAP and QuickBooks Desktop reduced errors in data entry and financial reporting, ensuring compliance and audit readiness.
Custom field force workflows improved sales closure rates by 25%, as representatives could manage client approvals and shipments faster.
Real-time tracking and automated updates streamlined communication with U.S.-based clients, leading to quicker approvals and repeat business.
The integrated system allowed for scalable support for the growth of the client company, thereby enabling them to handle increased volumes and new markets.
By virtue of Zoho’s strong customization and integration capabilities, our client was able to streamline their workflows, strengthen client relationships, and generate measurable business growth. This case study showcases our capabilities in providing bespoke Zoho solutions to the pharmaceutical sector, ensuring seamless operations and optimal ROI.
At Infomaze, we specialize in delivering tailored Zoho solutions like this for the pharmaceutical industry and beyond. If you want to streamline your operations, enhance efficiency, and integrate your systems seamlessly, we are here to help you achieve your goals.
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