iUM

Case

Company:

«Coffee Group»
One of the leading companies providing offices with coffee, coffee machines and related products

How did it all begin?

Managers accepted orders in Google Sheets, each maintaining its own separate customer base, without a single format and process
A lot of resale just didn't happen. The client was simply forgotten, and Google Sheets could not help to remind about the client
Sales managers spent more than half of their time keeping records of sales, communicating with accounting and service. There was a catastrophic lack of time to communicate with clients
Sales management was carried out on the pure intuition of the owner, without reliable figures
The owner of the company set a task to turn the current chaos into a conveyor that can be scaled!

What was implemented?

Zoho CRM + Zoho Analytics + Zoho Social
Implemented complex CRM integration with 1C

Result:

The sales process based on Zoho CRM has been completely digitized
Set up an automatic resale process, managers now never forget to reorder
Automate internal processes and configure integration with 1C in such a way that managers no longer need to transfer information, just fix it in CRM
A set of dashboards and reports has been set up, on the basis of which the daily sales process is currently managed