CRM for a wood product manufacturing company

CRM for the production of wood products by Verba based on Zoho One

Verba-VV is a Ukrainian company specializing in the production of wood products.

Client request:

- Conduct an audit of existing business processes and settings.
- Develop a growth and automation plan for the sales department based on Zoho One.
- Configure printed forms of commercial offers.
- Develop a growth and automation plan for the logistics department based on Zoho One.
- Ongoing support and adjustments of the Zoho system.

Solution:

We have allocated an analyst and a developer for full support and development of the client.

Implementation process:

- An audit of processes and existing settings has been completed:
- An interview with the company manager was conducted to analyze business processes.
- An interview with the sales department manager and the chief manager was conducted.
- An interview with the logistics department manager and the chief manager was conducted.
- An automation and settings plan was developed.
- Modules for Deals, Counterparties, Contacts, Commercial Offer were configured.
- Employees' emails were connected.
- Automation between modules was set up: when the logistics manager marks the delivery status, the deal status changes.
- Adjustments to settings were made after previous contractors.

Results:

- The efficiency of Verba's sales department has increased.
- Regular development of the system based on requests from managers and the manager.
- Work has significantly improved; the CRM has become a system that is actually used, with both sales managers and logistics working in it, unlike before.

We provide ongoing support and technical assistance to the client. For all questions from managers, the project manager provides answers and helps with additional settings.

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