Operations
Shopify Integration with Zoho for Hardware Company Growth
Client Profile
The company is located worldwide in countries like the Netherlands, Belgium, the United Kingdom, and Greece, and is known for its high-quality bathroom, Kitchen, taps and Baths, Basin and Vanity products. They offer timeless design and premium materials. They focus on creating products that blend style with functionality, elevating bathroom aesthetics while ensuring durability and comfort. Also, their concrete is natural, lightweight, and 100% recyclable.
Their products include real sustainable materials and have the right people that shape these pieces into art.
Shopify
United Kingdom & Greece
Hardware
Project Introduction
Our client runs a hardware business. They already have a Shopify website, but they face challenges in managing their operations as the previous site is not responsive and not integrated with the Zoho application. They need help with stock management, tracking finances, and several other areas, which have affected their business growth.
To solve this issue, Our team created a new Shopify website for them and integrated it with Zoho Inventory, Zoho Books, and Zoho CRM. This integration helps them to boost their operations and increase their business growth.
Shopify, Zoho Inventory, Zoho Books, Zoho CRM
Challenges Faced by Our Client
The Client faced difficulties in accurately tracking inventory levels. Their manual stock management can lead to discrepancies that cause issues in their business like stockouts which negatively impact customer satisfaction and sales.
Managing sales orders can lead to errors. Orders placed on the client’s previous Shopify were not efficiently synchronized with the inventory management system, leading to delays in fulfillment and increased processing times. This inefficiency created a negative experience for customers awaiting their purchases.
The client struggled with managing customer information across different platforms in their previous website. This can lead to challenges such as inconsistent customer profiles, difficulty in personalizing marketing efforts, and ineffective communication with customers, ultimately making relationship management worse.
They handled their accounting processes manually which makes it difficult for the client to maintain accurate financial records. The lack of a unified system for tracking sales and expenses led to time-consuming reconciliation tasks and a lack of real-time financial visibility, complicating decision-making.
The absence of automation in critical business processes led to inefficiencies and increased operational costs. Their Manual entry and updates across multiple systems consumed valuable time and resources, leaving staff with less time to focus on strategic initiatives and customer engagement.
Solution Proposed
To effectively address the client’s challenges, Our team implemented a comprehensive solution that integrated Shopify with Zoho Inventory, Zoho Books and Zoho CRM.
- We built a fully responsive Shopify website, ensuring optimal performance and usability across all devices, including desktops and all types of mobile devices. This design created a diverse customer base, enhancing user experience and engagement.
- The website was configured to support multi-area availability allowing customers from different regions to access localized content and pricing. This feature facilitated better marketing and customer reach.
- We made the Shopify website that was configured to support multiple currencies allowing customers to shop in their preferred currency. This feature enhanced the shopping experience for international customers and increased the likelihood of conversions.
- Sales orders placed on the Shopify website were seamlessly transferred to Zoho Inventory. This integration eliminated manual entry errors, reduced processing time, and improved order accuracy, allowing for faster fulfilment.
- We integrated Zoho Inventory with Shopify to enable real-time stock syncing. This ensured that inventory levels were automatically updated on both platforms whenever a sale was made, minimizing the risk of stockouts and over-selling.
- Automated product syncing from Shopify to Zoho Inventory streamlined product management. Changes made to product details in Shopify (such as descriptions, pricing, or images) were instantly reflected in the Zoho Inventory, ensuring consistency across platforms.
- Customer information from Shopify was automatically synced to Zoho Inventory, enabling the client to maintain a centralized database of customer profiles. This facilitated better communication and personalized marketing efforts.
We implemented customizable web forms on the Shopify website to capture leads effectively. These forms collected essential customer information, such as names, email addresses, and preferences, and directly integrated with Zoho CRM.
We have integrated Zoho Books to solve the issues related to accounting. This integration allowed for automated transaction tracking, invoicing and financial reporting.
We implemented webhook functionality to enable real-time notifications and data transfers between Shopify and Zoho. This ensured that all systems remained up-to-date enhancing operational efficiency and responsiveness.
Observed Impact on Customer's Business Operations
Results
95%
With the implementation of web forms and lead capture through Shopify, the client saw an increase in lead generation allowing them to nurture more potential customers.
75%
Real-time inventory tracking meant that the business no longer had to worry about stockouts or excess inventory. They saw improvement in inventory accuracy, which helped optimize their stock levels and reduce waste.
90%
80%
Integration of Zoho Finance suite (customers, sales order, products) with Zoho CRM, helping clients with 360° data view of customers.
55%
Increase in Stock Control
Real-time inventory syncing between Shopify and Zoho inventory reduced stock discrepancies and led to better customer satisfaction and stock control.
TESTIMONIALS
Customers Reviews
Windlas Biotech Limited
Uttarakhand, India
CRM Master has a strong method of working, which starts with a process of fully understanding your spec. This is a valuable process which can result in enhancements. After this, a competent manager is assigned who will liaise between you & the development team. Communication is excellent.
ABOUT US
CRM Masters Infotech
Founded in 2016, CRM Masters Infotech (ISO 9001:27001) is a Zoho Premium Partner and a Salesforce Certified Partner.
We are a CRM consultant company focusing on Shopify eCommerce solutions. With over 8 years of experience and more than 2000+ successful projects, we have a proven track record of helping businesses optimize their workflows and boost growth. Our team of 75+ expert developers specialize in delivering top-notch eCommerce platforms, CRM integrations, and tailored business solutions to meet our client’s needs.
