Hodophile Travels Private Limited - Streamlining their whole process with Zoho CRM, Zoho Inventory - Case Study
Hodophile Travels Private Limited is a travel agency based in New Delhi, India, specializing in business travel and customized trips. Established in 2018 and registered at the Registrar of Companies in Delhi, the company excels in organizing group trips, corporate travel, adventure tours, food-focused journeys, and bespoke travel experiences tailored to the unique preferences of their clients. Hodophile’s expertise extends to optimizing business travel, helping companies turn travel into a competitive advantage. The team has significant experience in running group tours and medical conferences, and they work with top firms in sectors such as Pharma, Tech, Retail, and Law across India. Customers have praised the agency for providing exceptional service at competitive rates, with many highlighting their smooth and memorable travel experiences. The directors of the company are Ravi Anand, Rishabh Jain, and Rajkamal Nigam.
Industry
Travels Products
Application
Zoho Crm
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How Zoho CRM is useful for their business
Zoho CRM can be incredibly useful for a travel business in several ways. Travel agencies or businesses can benefit from its robust features to streamline operations, improve customer relationships, and boost sales. Here’s how:
Customer Relationship Management (CRM)
Lead & Contact Management: Travel businesses can track leads, potential customers, and maintain a detailed database of their preferences, travel history, and contact details. This makes it easier to personalize offers and promotions.
Segmentation: Travel agencies often deal with various customer types (solo travelers, families, corporate clients, etc.). Zoho CRM helps segment customers based on demographics, travel preferences, or booking history, allowing businesses to send targeted marketing campaigns.
Sales Pipeline Management
Deal Tracking: You can manage the entire sales pipeline – from initial inquiry to final booking. Zoho CRM helps track where each customer is in the sales funnel, ensuring timely follow-ups and increasing conversion rates.
Automated Workflow: The CRM allows businesses to automate processes, such as follow-up emails, booking confirmations, reminders for flight or hotel reservations, and even payment follow-ups.
Marketing Automation
Email Campaigns: Zoho CRM allows businesses to design and send personalized email campaigns to clients, promoting vacation packages, discounts, or special offers.
Social Media Integration: Travel businesses can integrate social media platforms, tracking leads from channels like Facebook or Instagram. Social media engagement can directly be turned into potential leads.
Customer Support
Ticketing System: Zoho CRM includes a ticketing system, so customers can raise support issues (flight cancellations, booking modifications, etc.), and the business can track and resolve them efficiently.
Customer Feedback: Collect and track customer feedback through surveys and follow-up emails to improve services and ensure repeat business.
Analytics and Reporting
Booking Trends & Insights: Zoho CRM’s analytics tools can help travel businesses track booking patterns, identify top-performing packages, and understand customer preferences.
Revenue Forecasting: Businesses can forecast future sales based on past trends and customer behaviors, helping them plan better for peak seasons or new product offerings.
Key challenges included:
- The client wants multiple pipelines in the Deals module, with different layouts for each pipeline. However, the issue we found is that the version of Zoho CRM they are using does not support adding layout rules, and custom functions will not work in this version.
Evaluation of the Problem and Solution Implementation
- The initial issue faced was the inability to implement layout rules in the Deals module due to the limitations of the current Zoho CRM version. Additionally, custom functions were not working, which hindered the flexibility and functionality needed for smooth operations. These limitations resulted in difficulties when managing different pipelines, creating a need for an effective workaround.
Solution Implementation
To address the problem of multiple pipelines in the Deals module, we created multiple pipelines and mapped them with the necessary fields. This allowed us to effectively manage different deal stages and ensure that each pipeline had the right structure and workflow in place.
For the issue of layout rules, we explored alternatives that could replicate the functionality of layout rules in the current version of Zoho CRM. We implemented a solution using Blueprints, which allowed us to create a structured process flow within each pipeline. By incorporating mandatory fields within the Blueprint, we ensured that deals could only progress from one stage to another once the required fields were filled. This step was crucial in ensuring that the deal would move forward to the “Close Won” stage only after the necessary data was entered.
Furthermore, we added dropdown fields to improve data entry and reduce errors. These dropdowns allowed for standardized inputs, ensuring that users selected predefined options, which streamlined the workflow and reduced ambiguity in the process.
Implementation:
The integration of Zoho CRM and Zoho Inventory was successfully completed, with a tailored configuration designed to meet the specific needs of the company. This integration involved linking the company’s warehouses with Zoho Inventory, ensuring real-time synchronization of stock data. Additionally, the integration with Zoho CRM allows for seamless tracking of inventory levels and product-related information directly within the CRM system, enabling more efficient management of sales, customer interactions, and inventory processes. This customized setup ensures that the company’s operations run smoothly, with both systems working in parallel to optimize overall business workflows.
The custom fields and modules were meticulously configured to align with JRSGL’s unique workflows, ensuring seamless integration with their business processes. This configuration enables real-time stock management, allowing the company to track inventory levels and product availability directly within the system. Additionally, the setup facilitates the creation of quotations and sales orders, streamlining the sales process and ensuring that accurate and up-to-date information is available for each transaction. By tailoring the system to these specific requirements, we have optimized their operations for greater efficiency and accuracy.
Result of the Case Study
The solution successfully addressed the limitations of the Zoho CRM version by creating multiple pipelines and mapping them with necessary fields. The use of Blueprints ensured a structured process flow, where deals could only progress once mandatory fields were completed, preventing errors and ensuring data accuracy. Dropdown fields streamlined data entry, standardizing inputs and reducing mistakes. This approach allowed the business to manage deal stages effectively without upgrading the CRM version, improving control over the sales process. Overall, the implementation enhanced the user experience, ensured better deal tracking, and resulted in a more efficient, error-free workflow.
