How Drake Dental Lab Achieved a 95% Reduction in Manual Data Effort
with a Custom Zoho CRM Migration
Drake Dental Lab is a US-based company specialising in dental products, partnering with hospitals and dentists to supply high-quality products with reliable, consistent support. Running on Salesforce with no native integration to their offline invoicing software, the business needed to replicate their existing CRM functionality in Zoho CRM while solving integration, invoice management, and analytics challenges. CRM Masters built a custom Zoho CRM structure, integrated it with their offline software via Deluge scripting, and layered in advanced analytics — delivering a leaner, error-free, fully automated system.
About the Client
Drake Dental Lab is a US-based company specialising in dental products, partnering with hospitals and dentists to supply high-quality dental products with reliable, consistent support for their clientele. With a strong presence in the healthcare sector, the company is committed to delivering exceptional products that enhance dental care.
The client approached CRM Masters with the objective of replicating their existing Salesforce CRM functionality in Zoho CRM, while addressing several integration and data management challenges. They needed a solution that could seamlessly integrate their offline invoicing software, manage invoice records, and provide advanced analytics to drive business decisions.
What Was Holding Them Back
The client's business objectives were clear: a seamless migration from Salesforce to Zoho CRM, integration with their offline software, enhanced invoice management, and advanced analytics for business insights.
- Replicating Salesforce CRM in Zoho CRM — the client required an identical CRM structure in Zoho CRM, but with streamlined fields and modules to enhance usability.
- Lack of direct integration with offline software — the client's offline software lacked native integration capabilities with Zoho CRM, requiring a custom solution.
- Unauthorized errors during integration — while setting up the integration, the team encountered unauthorized errors that hindered progress.
- Invoice management challenges — they needed a system to send records from Zoho CRM to their offline server and fetch both future and previous invoices for storage in Zoho CRM.
- API limitations — the client's API restricted the retrieval of invoices to 100 at a time, creating inefficiencies in data handling.
- Advanced analytics requirements — the client needed detailed analytics reports to evaluate business performance by hospitals, doctors, and specific locations.
How We Solved It
After analysing the client's requirements, CRM Masters implemented a customised Zoho CRM solution built specifically around their unique business needs.
What Changed After Go-Live
CRM Masters delivered an efficient, cost-effective, and comprehensive solution, addressing every challenge the client faced across CRM structure, integration, invoicing, and analytics.
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