About the Case Study

In this case study, we will be looking at how Zoho Solutions has helped a logistics and relocation company achieve better performance and organise their work. Conventional methods of data management and categorization have become a chain holding back the progress of the business, leading to stagnation. It was evident that the business needed a more practical solution that could solve its drawbacks without involving multiple platforms and spreading the business among them. This is where Zoho comes into the picture. Zoho’s technological solution can add easy-to-use features to the business that can be managed under a single platform and help them keep their 

Data Safe

Easy to Access

Robust to Use

Overview of the Business

The business provides logistics and relocation services and is one of the fastest-growing businesses in the market. They are a very comprehensive moving company that can manage services of any size and kind, providing all the services including packing, transportation, unpacking, etc. Above that, they are well equipped to move any kind of item, from big machines from a factory to art pieces that need delicate packaging and care. They are a well-established business that is trying to provide the ultimate solution for logistics and relocation needs, both domestic and corporate.

Challenges Faced by the
Business before Zoho

Lead Management

They had no proper system to manage their customers and the leads that they had generated from different sources. The leads were not stored in a proper manner, and the agent’s updates on leads could not be properly tracked.

Job management and tracking

The jobs on which different agents were working could not be tracked and were not properly recorded under a single system. Also, there was no option to keep track of the progress of the job, and hence there was a lack of workflow. Jobs were not divided into sections, and the details of the agent in charge were not recorded; in total, there was no clear method for managing the job and tracking the agents' performance on their jobs.

Database management- accounts and shippers

The data regarding their accounts and shippers who helped with the logistics were not kept in a proper database, which meant that the data management of the company was performing at a minimum. There was a dire need for a system that could keep track of all the accounts, the shippers, and the bills and invoices generated by the business.

Agent management

There was the lack of an agent management system which made tracking performance of the agents based on the business volume difficult. Also due to the lack of data on the agent’s business, reconciliation of revenue based on agent’s business or job was a tedious and time consuming job .

Calculating cost and revenue

The cost and revenue of a business can only be calculated properly with the help of a well-maintained accounting system that can easily calculate the expenses and the revenues earned from each job and as a whole. What the company needed was a system that could calculate the expenses and help later compare them with the proposed budget for the moving or relocation service.

Reports on business and performance

Reports and analytics of a business are a must for the business to grow, understand where it is lacking, and further improve upon it. The company needed a system that can analyse the company's performance, the agent's performance, the revenue and profit earned, figure out where the company is losing money, etc.

Implementations and
solutions offered

Zoho CRM for lead management

Zoho CRM can properly manage all the leads generated from different sources of marketing and promotions and keep track of which stage of the sales process they are at. This can help the agents convert the leads into sales easily and establish a good customer relationship with timely updates and check-ins. Zoho CRM can also store the details of the customers, the agent in charge, and their projects so that they can be easily accessed in the future.

Job management with Zoho CRM

The jobs can be updated in Zoho CRM by the agents, and their status can be tracked thanks to Zoho CRM's accessibility, making it much easier to keep track of the job's status and the agents in charge. It also lets you categorise the jobs according to their size or volume and keep them in different sections. This also enables the company to keep track of the agent's performance and any issues that may arise during the job. This has greatly reduced the time wasted on data management.

Agent management using Zoho CRM

Zoho CRM made it possible to keep track of all the businesses done by the agents and keep track of the expenses and revenue and their performance could be tracked based on their volume of business and the data collected from the business and the agent’s business was kept in Zoho CRM made it easier for the reconciliation of revenue based on agent’s business. This way everything related to an agent and his business could be managed from a single platform.

Zoho CRM's Database management

Zoho CRM is excellent at keeping databases of the elements present in a business; here, it has helped the company keep the database of the shippers and the accounts related to them. Along with Zoho Books, the data of the shippers, their invoices, and their accounts were easily updated in the system and could be accessed anytime from anywhere.

Zoho books revenue calculation

Zoho Books was able to produce a cost sheet that can give the details of all the expenses that occurred during a job, which the business can later compare to the actual budget of the project. This way, the company can figure out if they are earning revenue from the jobs and where they are losing money. All the invoices can be updated in Zoho Books, which makes accounting much easier.

Analytics and reports by Zoho CRM

A detailed analysis and report of the business's performance can help the company in the long run, and Zoho CRM does exactly that. Zoho CRM gives a comprehensive report on the business, the revenue earned, and the leads gained, and the company can analyse these reports to see where there is room for improvement and further work on their company for better efficiency and quality of service.

Conclusion

Technological solutions are the new wave that is changing how businesses work, and Zoho is the ideal solution for a business. As seen above, Zoho solutions have brought the company enhanced workflow and a better understanding of the company’s workings. It has given room for improvement, and the company can grow without chains holding them back. Want to know how your business can get better standards of efficiency and output? Contact Alchemist Advanced Technologies at 971-564-6246, and our experts will reach back to you shortly.

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