CRM Zoho for UmanHimTrade: chemical raw materials wholesale
Client Management & CRM
Implementation of Zoho One CRM for UmanChemTrade: automation of B2B sales of chemical raw materials
Company: UmanChemTrade
Client website: https://uhtrade.com.ua/
UmanChemTrade is a leading supplier of chemical raw materials in Ukraine with over 14 years of experience. It specializes in supplying high-quality components for the pharmaceutical, food, cosmetic, and biotechnology industries and has the appropriate license for trading active pharmaceutical ingredients. The company serves over 500 clients annually, has its own logistics, an efficient team, and an extensive partner network across the country.
Goals the client wanted to achieve
The main goal is to select and implement a CRM system that will allow automating B2B sales, centralizing the customer database, improving the control of managers' work, and providing the manager with access to dynamic analytics for daily management decisions.
What difficulties did the client face without CRM?
- Difficulty in controlling key KPIs: number of calls, meetings, sent commercial proposals.
- Lack of structure in working with regular clients — funnels were informal.
- Forgotten calls or overdue tasks regarding clients.
- Lack of SKU analytics necessary for managing inventory.
- All communication history with clients was stored only in the managers' heads.
- Inability to assess the effectiveness of marketing expenses — leads were not registered.
How did we help solve these tasks?
- Described the sales process and created standardization of actions for the manager in CRM.
- Selected Zoho One as the optimal CRM based on 43 criteria.
- Set up funnels, typical actions, templates, and client cards.
- Implemented automatic tasks and reminders.
- Added dynamic fields for calculating LTV, last order date, number of orders, etc.
- Connected email for convenient communication with clients from the CRM interface.
- Integrated IP telephony with call recording and analytics.
- Set up website integration with CRM — all requests automatically create leads. The manager immediately sees these requests, and the marketer understands which advertising campaigns the inquiries come from.
- Ensured secure distribution of access rights to keep the database safe without the possibility of downloading and theft.
- Connected Google Ads for tracking requests and conversions in sales.
- Built an analytics system: reports on leads, deals, KPI performance.
- Deployed a BI dashboard in Zoho Analytics for analyzing SKUs, categories, sales cycles, and the ability to deeply analyze the database.
- Conducted three CRM training sessions for managers.
- Provided training for the sales department manager.
- Certified managers after training on their knowledge of the CRM system.
- Integrated CRM with the internal accounting system for data exchange about contractors, orders, and order statuses. Thus, whether the manager places an order in CRM, the logistics department processes the order, and the integration returns information about the status and receivables to the CRM manager.
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.
#ZohoCRM #ZOHO #analytics
Company: UmanChemTrade
Client website: https://uhtrade.com.ua/
UmanChemTrade is a leading supplier of chemical raw materials in Ukraine with over 14 years of experience. It specializes in supplying high-quality components for the pharmaceutical, food, cosmetic, and biotechnology industries and has the appropriate license for trading active pharmaceutical ingredients. The company serves over 500 clients annually, has its own logistics, an efficient team, and an extensive partner network across the country.
Goals the client wanted to achieve
The main goal is to select and implement a CRM system that will allow automating B2B sales, centralizing the customer database, improving the control of managers' work, and providing the manager with access to dynamic analytics for daily management decisions.
What difficulties did the client face without CRM?
- Difficulty in controlling key KPIs: number of calls, meetings, sent commercial proposals.
- Lack of structure in working with regular clients — funnels were informal.
- Forgotten calls or overdue tasks regarding clients.
- Lack of SKU analytics necessary for managing inventory.
- All communication history with clients was stored only in the managers' heads.
- Inability to assess the effectiveness of marketing expenses — leads were not registered.
How did we help solve these tasks?
- Described the sales process and created standardization of actions for the manager in CRM.
- Selected Zoho One as the optimal CRM based on 43 criteria.
- Set up funnels, typical actions, templates, and client cards.
- Implemented automatic tasks and reminders.
- Added dynamic fields for calculating LTV, last order date, number of orders, etc.
- Connected email for convenient communication with clients from the CRM interface.
- Integrated IP telephony with call recording and analytics.
- Set up website integration with CRM — all requests automatically create leads. The manager immediately sees these requests, and the marketer understands which advertising campaigns the inquiries come from.
- Ensured secure distribution of access rights to keep the database safe without the possibility of downloading and theft.
- Connected Google Ads for tracking requests and conversions in sales.
- Built an analytics system: reports on leads, deals, KPI performance.
- Deployed a BI dashboard in Zoho Analytics for analyzing SKUs, categories, sales cycles, and the ability to deeply analyze the database.
- Conducted three CRM training sessions for managers.
- Provided training for the sales department manager.
- Certified managers after training on their knowledge of the CRM system.
- Integrated CRM with the internal accounting system for data exchange about contractors, orders, and order statuses. Thus, whether the manager places an order in CRM, the logistics department processes the order, and the integration returns information about the status and receivables to the CRM manager.
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.
#ZohoCRM #ZOHO #analytics