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THM Hydraulics - Case Study

Background of client business

THM Hydraulics is a leading manufacturer and supplier of hydraulic systems and components for various industries. They offer a wide range of products, such as pumps, valves, cylinders, motors, hoses, fittings, and accessories, that meet the highest standards of quality and performance. THM Hydraulics also provides customized solutions for specific applications and challenges, such as high-pressure, high temperature, or corrosive environments. The company has a global presence, with manufacturing facilities in Europe, Asia, and North America, and a network of distributors and service partners around the world. THM Hydraulics Company is committed to innovation, customer satisfaction, and environmental sustainability.

THM Hydraulics - Case Study
THM Hydraulics - Case Study

Industry

Manufacturers

Application

Zoho CRM, Zoho Inventory, Zoho One

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Zoho Application Usage Overview:

  • Zoho CRM:

    Zoho CRM is a cloud-based customer relationship management software
    that helps businesses of all sizes manage their sales, marketing, and customer service
    activities. Zoho CRM offers features such as lead generation, contact management,
    pipeline management, workflow automation, analytics, and integrations with other Zoho
    products and third-party applications. Zoho CRM helps users to streamline their sales
    processes, improve customer satisfaction, and increase revenue.

  • Zoho Inventory:

    Zoho Inventory is a cloud-based inventory management software that
    helps you manage your stock, orders, and shipments. With Zoho Inventory, you can
    track your inventory levels, automate your order fulfillment, and integrate with multiple
    sales channels and shipping carriers. Zoho Inventory also offers powerful analytics and
    reporting features that help you optimize your inventory performance and profitability.
    Whether you are a small business or a large enterprise, Zoho Inventory can help you
    streamline your inventory operations and grow your business.

THM Hydraulics is a company that provides hydraulic solutions for various industries.
They want to use Zoho CRM and Zoho Inventory to manage their leads, customers,
products and sales in a more efficient and organized way. They also want to integrate
bar-code scanner to track their inventory and manage the leads coming via their
website.

Zoho CRM is a cloud-based software that helps businesses to manage their customer
relationships, sales pipeline, marketing campaigns and more. Zoho Inventory is a cloudbased software that helps businesses to manage their stock levels, orders, shipments
and warehouses. By using these two software, THM Hydraulics can:

  • Capture leads from their website and assign them to the sales team.
  • Follow up with the leads and convert them into customers.
  • Create quotes, invoices and sales orders for the customers.
  • Sync the products and prices between Zoho CRM and Zoho Inventory.
  • Monitor the stock availability and reorder levels of the products.
  • Scan the bar-codes of the products and update the inventory levels in real time.
  • Track the shipments and delivery status of the orders.
  • Generate reports and insights on the sales performance and inventory status.

By using Zoho CRM and Zoho Inventory, THM Hydraulics can improve their customer
satisfaction, sales efficiency and inventory management. They can also save time and
money by automating their business processes and reducing errors.

Problem Statement and Key Challenges:

The problem statement for this project is to design and implement a system that can
efficiently manage the client’s customers and inventory using Zoho. The system should
be able to integrate with the client’s website and capture leads from potential customers,
as well as use a bar-code scanner to track and update the details of the items in the
inventory. The benefit of using a bar-code scanner is that it can reduce human errors,
save time, and improve accuracy in inventory management. The key challenges for this
project are:

  • Choosing the best Zoho CRM plan and features that suit the client’s needs and budget
  • Developing a secure and reliable interface between the website and Zoho CRM that can transfer data without errors or delays
  • Configuring the bar-code scanner and Zoho CRM to work together and synchronize the inventory information
  • Testing and debugging the system to ensure its functionality and performance
  • Providing training and support to the client and their staff on how to use the system

Evaluation of the problem:

The client needed a solution to streamline their lead management process and improve
their communication with their customers. They wanted to integrate their website with a
CRM system that could capture and track the leads from various sources. They also
wanted to automate their inventory management and email marketing activities. We
provided them with a comprehensive service that included setting up their CRM and
inventory applications, configuring their email accounts and domain verification, and
integrating their Google workspace with their website.

Proposed Solution:

Some of the key aspects of our Proposed Solution are:

  • API integration with CRM: This allows us to sync data between Zoho CRM and other
    applications, such as Zoho Books, Zoho Analytics, and third-party software. This helps
    us to streamline the workflow, avoid data duplication, and improve data quality.
  • Bar-code Integration in Zoho Inventory: This enables us to scan and print bar-codes
    for products, batches, and serial numbers in the Zoho Inventory. This helps us to track
    inventory levels, manage stock movements, and reduce errors.
  • Email Setup and Domain Verification: This allows us to send and receive emails from
    Zoho CRM and Inventory using our own domain name. This helps us to maintain a
    professional image, increase deliverability and enhance security.
  • Google Workspace integration to manage email Leads: This allows us to capture leads
    from emails sent to our Google Workspace account and automatically create them in
    Zoho CRM. This helps us to save time, increase productivity, and follow up with
    prospects effectively.
  • Providing training and support to the client and their staff on how to use the system

Result:

One of the benefits of using Zoho CRM and Inventory for THM Hydraulics is that they
can streamline their data management and customer relations. Before, they had to rely
on Excel and Google sheets to store and access their data, which was inefficient and
prone to errors. Now, they can import all their data into Zoho and use its features to
organize, analyze and update their information. They can also use Zoho to
communicate with their customers, track their interactions and follow up on their needs.
Zoho Inventory helps them to keep track of their stock levels, orders and shipments,
and integrate with other platforms such as e-commerce and accounting. By using Zoho
CRM and Inventory, THM Hydraulics has improved their productivity, accuracy and
customer satisfaction.

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