Case Study - ZOHO One for a Government Organisation (Bar Code Issuer)

About the Case Study

To enable digital transformation and improve supply chain efficiency, the organization issues GS1 barcodes starting with 890 in India. After working with billions of companies across the country, they realized the need to have a complete solution that provides them with all the services in one place, so they could better manage the different stages of their business. We at CRM Masters customized Zoho One for them while migrating it from the Sugar CRM to ensure complete automation while eradicating all the challenges they were facing.

Introduction

Before implementing Zoho One, they used Sugar CRM or manual processes to manage their services. However, these were too tedious to manage; they needed a more comprehensive solution. With Zoho One, they were not only able to manage their problems with diverse industries but also brought more effectiveness across them.

The Business

The organization, GS1 India, is a global supply chain standards organization set up by the Indian Ministry of Commerce and Industry, Government of India, CII, FICCI, ASSOCHAM, FIEO, IMC, APEDA, Spice Board, IIP, and BIS to develop and maintain barcode standards as well as issue company prefixes. As a part of their objective, they facilitate businesses in identifying products and locations and sharing information in a structured and standardized manner to strengthen their visibility in the supply chain.

The Challenges

The client’s challenges can be categorized into three parts:

1. Management under One-Roof

This challenge revolved around using multiple applications to complete the daily needs since Sugar CRM couldn’t centralize all the requirements. As a result, they had to switch between various applications continuously or complete them manually to meet the day-to-day business needs, often resulting in cumbersome processes and incorrect documentation.

2. Time Management

There are always a few processes in a business that has to be carried out repeatedly. But, they can be highly inefficient and time-consuming for the team, especially when they have to manage a lot of data. Over time this was thus leading to boredom, i.e., potentially costly inattentiveness, and the other essential tasks were getting seemingly compromised.

3. Migration from Sugar CRM

Having realized Sugar CRM was no longer meeting their business needs, they wanted to migrate it to Zoho CRM, but moving the data takes work. The company was also worried about promptly getting its team members acquainted with the new system. Most importantly, they wanted to ensure they kept control over their sensitive and secure data.

Implementation & Results

To resolve the challenges faced by the company, we implemented Zoho One for them to automate and optimize various business processes, which are listed below:

After implementing Zoho One, they could access all the apps and services quickly without switching to another platform or completing them manually. This helped them spend more time managing their business rather than managing software.

With Zoho CRM, we automated the different repetitive and tedious tasks they had to carry around almost daily. This eliminated many inefficiencies adversely affecting the company and hurting its profitability.

Migration was also effectively carried out, taking care of all the different factors like analyzing and mapping the data, backing it up in case things go wrong, prepping the team, etc. As a result, they can now implement more effective strategies that help their business grow.

Several customization requests were sent to the Zoho team so they could enjoy a fully automated and customized Zoho platform according to their needs. This helped the organization uncover new business opportunities and achieve the desired results.

Automate your Business with Zoho CRM

Automating business operations can help businesses save time, reduce errors, and improve efficiency. It is essential to carefully evaluate the tasks and processes that can be automated and the tools and technologies that can be used to ensure that automation is implemented effectively and efficiently.

Zoho One is a suite of business and productivity applications designed to help small and medium businesses automate and manage various aspects of their operations. It includes a range of applications for customer relationship management (CRM), project management, invoicing, accounting, and more, thus improving their productivity and efficiency.

About CRM Masters

CRM Masters provides cutting-edge professional services and always works hard to resolve issues as quickly as possible. In nutshell, we intend that our customers are loved by their customers.
Our experts study the business needs of your organization to identify the most suitable CRM product for your business which can be implemented with minimum customization. In case, you have been losing sales and revenues due to a non-responsive CRM system that fails to add value after the employees leave the premises, we will get that taken care of by customizing the CRM. Also, CRM Masters as a Zoho Premium Partner helps you build your CRM from scratch.