A wholly owned subsidiary of Zoho Corporation Kurichi, Tamil Nadu contact@aardhraa.com

A technology services firm

Lead to milestone, without a handover meeting

Sales and delivery ran as two processes joined by a conversation. Now the invoice completing assigns the project, and milestones and tasks are created against the same record.

Use cases  ·  technology and electronics

What changed

  • The whole process is visible end to end, from lead creation to project progress
  • Projects are assigned to internal users automatically once invoicing completes
  • Milestones and tasks are tracked against the deal they came from
Zoho CRM
SOURCE SYSTEMS BUILT AND RUN BY US WHERE IT GOES Sales team CRM ENTRY 1 leads and enquiries ZOHO PLATFORM Zoho CRM 2 Lead and deal management Sales orders Invoice creation Project assignment Milestones and tasks Delivery team NOTIFICATION 3 assigned projects Customer EMAIL 4 order and invoice Used by: Sales, Project managers, Delivery team
Leads enter Zoho CRM, move through deal, sales order and invoice, and on completion the project is assigned to internal users with milestones and tasks created against the same record.

Where they started

Selling and delivering were two processes with a meeting between them. A deal would close, and what had been agreed was then retold to the people who had to build it. Nothing was lost dramatically, but scope was reconstructed rather than carried, and once delivery started there was no single place to see how far along it was.

What we built

The full chain in Zoho CRM: lead creation, deal management, sales order and invoice. When the invoice process completes, the project is assigned to the responsible internal users, and milestones and tasks are created to manage execution.

The point is not the automation so much as the continuity — the project is attached to the deal it came from, so progress is read against what was actually sold.

All work