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A logistics platform

Leads assigned by region, contracts signed in the same place

Leads assigned by hand, deal stages tracked outside the system and contracts chased over email. Now automated assignment by region and product, approvals in the pipeline, e-signature on the agreement and region-wise dashboards.

Use cases  ·  retail and distribution

What changed

  • Leads assigned automatically by region and product, not by a person
  • Deal stages, meetings and approvals held in one pipeline
  • Agreements executed digitally rather than printed and posted
  • Monthly achievement and region-wise performance visible as dashboards

Author

Vinay Peddiraju Vinay PeddirajuProject Manager
Zoho CRMZoho Analytics
SOURCE SYSTEMS BUILT AND RUN BY US WHERE IT GOES Leads CAPTURE 1 enquiries by region and product Sales team PIPELINE 2 meetings and deal updates Approvers WORKFLOW 3 agreement approvals ZOHO PLATFORM Zoho CRM 4 Automated lead assignment Deal pipeline and stages Meetings and approvals Sales contract management Zoho Analytics 5 Monthly achievement Region-wise lead and deal reports Sales managers CHAT 6 real-time deal-stage notifications Customers DIGITAL EXECUTION 7 agreements for e-signature Management DASHBOARDS 8 user-wise and region-wise analysis Used by: Regional sales, Sales managers, Approvers, Management
Leads from several sources enter Zoho CRM, where assignment by region and product, deal pipeline, meetings, approvals and sales contracts are handled, with notifications to a chat tool, e-signature for agreements and Zoho Analytics dashboards for management.

Where they started

A logistics business capturing leads centrally and distributing them by hand, with deal stages, meetings, approvals and contract execution spread across email and spreadsheets. Regional performance could be assembled monthly, but not watched.

What we built

The whole sales lifecycle in Zoho CRM: automated lead assignment based on region and product, a deal pipeline with stage-wise processes, meetings, approvals and sales contract management in the same record.

Deal-stage notifications go to the team’s chat tool in real time, agreements are executed by e-signature rather than on paper, and Zoho Analytics carries the dashboards for monthly achievement, wallet-sharing calculations and region-wise lead and deal generation.

All work