Client Profile
The client is a well-established Raw Material Manufacturing company producing industrial-grade materials used by construction firms, automotive manufacturers, FMCG plants, and engineering units. Their product line includes chemicals, metal components, fabricated parts, packaging materials, and other essential raw inputs required for large-scale manufacturing.
With multiple production units and a large distribution network across India and the Middle East, the company supplies materials to distributors, wholesalers, and enterprise clients, while also managing strict compliance, quality assurance, and inventory control processes.
Before implementing Zoho, the company managed production planning, raw material procurement, sales orders, distributor relationships, and quality checks through spreadsheets and legacy tools.
The absence of integrated systems resulted in:
- Inventory mismatch
- Production delays
- Manual order tracking
- Inefficient communication between production, sales, and dispatch teams
- Inaccurate financial reporting
This often caused stock shortages, delayed dispatches, and inconsistent client experience.
India & Middle East
Manufacturing – Raw Material Manufacturing
B2B (Business to Business)
Technology Used
The client wanted to streamline end-to-end manufacturing operations—from order intake to production planning, inventory management, quality assurance, and dispatch. Their key objectives were:
- Centralize sales orders and client communication
- Improve production planning and material requirement forecasting
- Track inventory in real time from raw material to finished goods
- Implement quality check workflows
- Automate invoicing and delivery documentation
- Improve visibility across procurement, sales, production, and finance
Key Requirements
- CRM for sales pipeline, orders, and distributor management
- Production and inventory management with real-time stock updates
- Procurement and raw material tracking
- Batch-wise quality testing workflow
- Integration of finance with sales and warehouse
- Mobile-ready system for plant supervisors
Challenges Faced by Raw Material Manufacturing Companies
Unstructured Sales & Order Management
Sales orders came from dealers, distributors, and enterprise clients through various channels with no centralized tracking system.
Production Planning Delays
Lack of real-time visibility into inventory levels caused production delays and emergency procurement.
Inventory Inaccuracy
Stock mismatch between raw materials, WIP (Work In Progress), and finished goods resulted in supply gaps and financial discrepancies.
Quality Control Issues
Batch testing, inspection reports, and QC approvals were handled manually with no standardized workflow.
Manual Dispatch & Documentation
Delivery challans, batch-wise packing lists, and transportation logistics required manual paperwork, slowing down dispatch operations.
Limited Operational Visibility
Management lacked insights into production performance, stock movement, plant efficiency, and order fulfillment rate.
Our Solution for the Raw Material Manufacturing Company
Zoho CRM centralized all incoming inquiries, distributor orders, and corporate purchase requests.
Key benefits:
- Automated lead assignment
- Price list-based quotations
- Order confirmation through custom workflows
- Client-wise purchase history and credit limit tracking
Zoho Inventory enabled complete visibility across:
- Raw material stock
- Finished goods
- Work-in-progress items
- Batch/lot tracking
- Multi-warehouse management
Reorder alerts ensured timely procurement and zero stockouts.
A custom Creator application was built for plant teams:
Production Scheduling
- Work orders generated automatically
- Material requirement planning
- Real-time update on production stages
Quality Testing Module
- Batch testing checklists
- QC approval workflow
- Rejection and rework tracking
Plant Activity Monitoring
- Shift logs
- Downtime recording
- Machine performance data
Zoho Books streamlined invoicing, purchase orders, vendor bills, and GST compliance.
Integrations ensured:
- Auto-invoicing when orders shipped
- Real-time financial dashboard
- Accurate COGS & profitability reporting
All SOPs, QC reports, compliance certificates, MSDS documents, and production records were stored securely with version control.
Custom dashboards provided insights into:
- Plant performance
- Production vs Dispatch ratio
- Inventory turnover rate
- Raw material consumption
- Order fulfillment TAT
- Distributor performance
- Profitability by product line
Results Achieved with Zoho
Key Outcomes Included
Improved Production Efficiency
Automated work orders and real-time stock visibility enabled smoother production cycles with fewer delays.
Accurate Inventory & Material Tracking
Stock discrepancies reduced drastically, improving procurement planning and reducing wastage.
Faster Order Fulfillment
Better coordination between sales, production, and dispatch reduced the overall turnaround time significantly.
Enhanced Quality Assurance
Standardized QC workflows ensured consistent batch quality and complete traceability.
Integrated Operations & Finance
Seamless data flow between CRM, Inventory, and Books improved financial accuracy and operational transparency.
Performance Improvements
Reduction in Inventory Mismatch
Faster Production Planning
Accuracy in Procurement Forecasting
Reduction in Manual Documentation
Faster Order-to-Dispatch Time
Improvement in QC Compliance
About CRM Masters Infotech
(ISO: 9001-2015 & ISO 27001:2022) Certified Company.
CRM Masters Infotech, a Zoho Premium Partner, specializes in digitizing manufacturing operations with scalable, integrated Zoho solutions. With 4000+ successful Zoho projects globally, we help manufacturers optimize workflows, improve visibility, and enhance profitability through automation and data-driven decision-making.
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