Wholesale & Retail Distribution (B2B)

The business we worked with is a major supplier of restaurant furniture equipment to Hotels, cafes and restaurants within Australia and New Zealand. The implementation of Zoho One, specifically Zoho CRM, Zoho Campaigns, Zoho Social, Zoho Bookings, Zoho Inventory and Zoho Sales IQ enabled the business to grow Australia wide with the introduction of automations and proactive marketing.

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The following challenges were being faced by the company

  • The company initially never used a CRM and engaged with multiple stakeholders such as manufacturers, suppliers, other wholesalers, hotels, cafes and restaurants. All this data was managed in excel sheets
  • Any products sold issues were only documented in emails and in MYOB.
  • Stock levels were managed in spread sheets
  • All communications to individual stakeholders was via multiple different emails but not traceable in one place
  • The suppliers website was a heavy traffic website but nothing was being tracked and lead generation was low
  • New products promotions was conducted by sending out brochures in snail mail 
  • When Items were delivered bookings for delivery were done manually by calling each client
  • Social media posting was done one platform at a time and sporadically
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In order to address the above challenges we implemented multiple systems

  • Zoho CRM – a one stop shop repository for all customers, vendors, products. This was also linked to clients email system which allowed for all communications to be logged.
  • Zoho Inventory – This system was utlised to manage inventory with the use of a barcode scanner thus live stock levels 
  • Zoho Sales IQ – This was introduced as a new function to the client allowing them to generate leads and talk to visitors on their website
  • Zoho Campaigns – Client was able to link the CRM to Campaigns and send regular newsletters to cafes, restaurants and clients on new products in the market etc
  • Zoho Social – This was used to conduct scheduled posts across various social media platforms in one go rather than doing each platform one at a time
  • SMS Magic – This was utilised to provide live updates for maintenance related progress as data was entered in the FSM Tool, CRM and Zoho Desk.