Client Profile
Our client is a B2B trading company based in India, dealing in multi-category products across retail, wholesale, and online channels. With expanding operations across domestic and international markets, the company needed an efficient way to manage inventory, orders, and logistics in real time.
Before turning to Zoho, our client was using a software for inventory tracking and order management. However, as the business expanded into multiple verticals and international markets, managing growing order volumes and maintaining real-time visibility became increasingly complex.
Each sales channel, online, wholesale, and retail, operated independently, leading to delays, mismatched data, and limited control over logistics. The lack of integration also made it difficult to sync inventory with their Shopify stores, track shipments, or generate timely invoices.
India
B2B (Business to Business)
The client approached CRM Masters seeking a powerful solution to manage their multi-channel inventory, logistics, and financial operations under one system. The primary goal was to eliminate manual processes, connect their Shopify stores, and ensure accurate stock visibility across all locations.
Our role was to design a scalable Zoho ecosystem that could handle their increasing order volumes, support remote operations, and enable real-time business intelligence.
Challenges Faced
Complex, Multi-Channel Operations
Our client managed several online stores and wholesale channels simultaneously. Without a unified system, tracking orders across all platforms was cumbersome and prone to errors.
Lack of Real-Time Inventory Updates
Discrepancies between actual stock and system data often led to over-selling or order delays. The logistics team needed a real-time view of inventory levels across warehouses.
Manual Coordination and Limited Automation
Order processing, shipment tracking, and invoice generation were handled manually. This not only slowed down the process but also left room for human error.
Poor Visibility into Logistics and Deliveries
With exports and domestic shipments increasing, it became critical to monitor order progress and ensure timely deliveries, something their existing system couldn’t provide.
Remote Work Challenges
Disrupted on-site operations, managing inventory and logistics remotely became nearly impossible without a centralized, cloud-based system.
Our Solutions
We implemented Zoho Inventory to centralize our clients’ stock management across all channels, online, retail, and wholesale. This gave the team a single, real-time dashboard for all inventory updates, product movements, and order statuses.
Their three Shopify stores were integrated directly with Zoho Inventory, ensuring automatic updates for stock, orders, and returns. Every sale is reflected instantly in the system, minimizing manual effort.
Through the AfterShip integration, the logistics team gained the ability to track live shipments and ensure on-time dispatches. Delivery challans and invoices were auto-generated directly from Zoho, saving hours of manual work.
Despite initial concerns about data migration, our implementation made the transition effortless. The entire system, setup, customization, testing, and go-live were completed within a week, ensuring zero disruption in ongoing operations.
Different teams, logistics, operations, and management were connected through Zoho’s centralized platform. Each user had specific permissions and access levels, ensuring data security and transparency across departments.
As their business scaled, they began exploring Zoho CRM for better customer management and Zoho Books for end-to-end financial automation, creating a scalable foundation for long-term growth.
Results
Key Outcomes Included
- Streamlined Warehouse and Order Management
Every stage of the order lifecycle, from placement to delivery, became faster and more accurate. Inventory mismatches were eliminated, and warehouse teams operated with full visibility.
- 360° Visibility and Control
The team gained instant insights into order statuses, shipment tracking, and sales performance, helping them make faster, data-driven decisions.
- Improved Remote Collaboration
During the pandemic, the cloud-based system allowed their logistics and operations teams to work seamlessly from different locations while maintaining full efficiency.
- Time Saved, Efficiency Gained
With automation taking over manual tasks like data entry, billing, and tracking, the team could focus on strategic growth and customer satisfaction.
- Better Customer Experience
Automated updates and error-free operations resulted in timely deliveries and smoother order experiences, strengthening their reputation among customers and partners.
Performance Improvements
Improvement in order accuracy and tracking efficiency
Faster inventory updates across all channels
Reduction in manual coordination and follow-ups
Remote collaboration achieved during lockdown operations
About CRM Masters Infotech
(ISO: 9001-2015 & ISO 27001:2022) Certified Company.
At CRM Masters, we help fast-growing businesses bring structure and automation to their operations using the power of Zoho. As a Certified Zoho Consulting Partner, we specialize in end-to-end Zoho implementation, from CRM and Books to Inventory, Analytics, and more.
Our team focuses on understanding every client’s unique challenges and building tailored solutions that drive efficiency, transparency, and growth. With years of expertise, we’ve empowered businesses across industries to scale confidently and seamlessly.
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