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CRM Masters
Case Study For Tranportation and logistics company
  • September 15, 2023
  • CRM-Masters
  • 0

Case Study For Transportation & Logistics Company In UK

Industry

Service-based

Business Type

B2B (Business to Business)

Technology

Zoho Desk, Zoho CRM, Zoho Creator, PHP, Flutter, Zoho Sales IQ, Xero

Location

United Kingdom

Introduction

They have been a highly respected and specialized company in Northwich Cheshire since 1871. They provide relocation, removal, moving, and delivering turnkey solutions to individuals and businesses. They offer services like furniture installation, asset recycling, and remanufacturing.

With a wealth of experience in the Industry, they have built a strong reputation for delivering exceptional service and ensuring a seamless transition for clients. As the demand for their services grew, they recognized the need to optimize their operations and improve their efficiency.

Before engaging, they relied on manual processes and disparate systems to manage their relocation projects. This approach resulted in several challenges, including delays in response times, limited visibility into project status, and difficulties in coordinating resources effectively. They sought a comprehensive solution that would streamline their operations, enhance customer satisfaction, and ultimately position them as a market leader.

Understanding the critical importance of a well-executed relocation and moving process, CRM Master’s Infotech helps them to implement Zoho, Flutter, and PHP to improve their overall strategy.

Business Problems

Before implementing Zoho CRM, they faced many challenges:

Image Compression

The company faces challenges with image compression from one app to other apps, as it takes time and often results in the loss of image quality.

Limited Job Planner

The company required an efficient job planner system to review and optimize operational productivity and efficient resource allocation for their business/services.

Mobile App Development

They need proper mobile app development to manage –

  • Asset Management
  • Warehouse Management
  • Delivery Process/ Operation Management
  • Inhouse Team Management.
  • Created a one-stop solution for all of the above

Lack of Centralised System

Their business doesn’t have a centralized system for asset management and warehouse storage resulting in scattered data and difficulty accessing critical information.

Customized Workflow

The existing processes relied heavily on a manual intervention that lead to errors, delays, and increased operational costs.

Ineffective Invoicing

The invoicing process was cumbersome and not in real-time sync which caused delays in payment processing and affected cash flow.

Business Objectives

Business Objectives Of Our Client Of Tranportation And Logistics Company
  • Development of Mobile Application
  • Manage Sales Process
  • Zoho CRM integration with XERO
  • One-stop solution for all process

Solution We Provide​

Integration

Xero Integration

Our team integrated XERO accounting software with the asset management system to automate financial processes such as invoicing, tracking, and reconciliation.

Implementation

Zoho Desk

We implemented Zoho Desk to create ticket management workflows and automated email notifications for efficient ticket resolution.

PHP and Flutter

Our team worked on PHP for the back-end development, created a robust API, and integrated various systems. We also developed a flutter-based mobile application for on-the-go access to asset management functionalities and operational management. We also ensured seamless data synchronization between web and mobile applications.

Zoho Creator

We manage a customized asset management application using Zoho Creator. Also, we designed and implemented data models, forms, and views tailored to their asset tracking needs.

Zoho CRM

We worked on Zoho CRM to manage customer relationships and streamline sales processes. We also manage CRM modules, fields, and layouts to align with their sales workflow.

Key Challenges

Key Challenges Faced By Us In Their Implementation

We faced a challenge in creating multiple access tokens at one time from the local database in the mobile application. With the help of PHP SQL, we have solved this problem.

Impact of Our Solution

Image Compression

We implemented a specialized image compression algorithm with PHP that preserved image quality while reducing file sizes, allowing faster uploads and downloads.

Centralized Asset Management

We created a unified asset management system to provide them with a centralized repository for asset data, enabling easy access, tracking, and reporting.

Mobile App Management

We build mobile apps like the Driver and company asset app to give them a better delivery process.

Streamlined Invoicing

Our team customized the invoicing setup in XERO with the Zoho CRM to automate processes such as ensuring accurate and timely invoicing status updates, reducing errors, and improving cash flow management.

Job Planner

We implemented a job planning module in Zoho Creator, enabling them to allocate resources effectively, optimize job schedules, and track progress in real time.

Workflow Automation

We developed a custom workflow using Zoho Creator and Zoho CRM, automating processes such as asset tracking, maintenance scheduling, and ticket management, reducing manual efforts and improving efficiency.

98%

Image Compressed Properly

95%

Workflow customized

98%

Sales Process Managed

Centralized Asset Management

Archived the best Mobile App Development

The implementation process involved careful planning, customization, and training resulting in a robust solution that addressed the company’s business challenges and improved its operational processes.

About CRM Masters

CRM Masters provide cutting-edge solutions and always work hard to resolve their clients’ problems within a given time frame. In a nutshell, we intend our customers to be loved by their customers. Our experts study your organization’s needs to identify the most suitable CRM product for your business, which can be implemented with minimum customization. If you have been losing sales and revenue due to a non-responsiveness CRM system that fails to add value after the employees leave the premises, we will take care of it by customizing the CRM. Also, CRM Masters is a Zoho Premium Partner that helps you to build the CRM from Scratch.

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