Overview
Dhruvsoft has implemented Zoho Creator and Zoho Inventory solution for a client into the business of medical distribution to execute their sales orders.
The customer’s key requirement was to sell medical products. Before the current system was implemented – they sales persons were manually collecting data. To overcome the challenges of the old-conventional selling approach, Dhruvsoft has worked with this client to integrate items, customers, salespeople, and sales orders in Zoho Creator and Inventory.
About Client
Client is a leading producer and marketer of healthcare products. They have a large team of Salespersons across India.
Challenges
Client wanted to implement Zoho Inventory for its company. They also wanted the Salesperson to punch the orders in real-time from anywhere in the market. At the same time, they want to maintain the security of data and control the access.
Despite the Zoho Inventory having an app, the client does not want a salesperson to access it.
Solution
Dhruvsoft has created a customer portal on Zoho Creator and integrated it into Zoho Inventory. This has given the best visibility and saved the cost for customers.
In the Zoho Creator portal, which was integrated into Zoho Inventory – the Salespersons can punch the orders on the go through their mobile applications.
Technical / Business Expertise Used
Dhruvsoft consultants have accomplished the project with the help of Zoho Inventory, Zoho Books, and Zoho Creator.
Outcome
With this successful implementation, our client’s sales team was able to use the entire Zoho setup for taking orders. The order punching now is real-time as opposed to 24 hours earlier.
“ZOSuccess” is the Zoho Consulting Practice of Dhruvsoft Services Private Limited – a leading Zoho Advanced Partner from India – providing services worldwide …