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- Timber brand (name withheld)
Kerala timber brand connects leads, dealers and warranties in Zoho CRM
A sawn timber brand selling direct and through dealers moved leads, dealer allocation, quotations and warranty registration into Zoho CRM in eight weeks.
The brand sells imported and domestic timber treated for Indian conditions, to customers directly and through a dealer network.
The problem
No central lead database
Follow-ups were late and some leads were lost.
No view of dealer activity
Leads were passed to dealers without tracking.
Scattered sales and support
Quotes, orders and queries had no shared history.
What we built
Zoho CRM
- One Lead module for website, Facebook and WhatsApp enquiries, tagged by source and type
- Automatic assignment and reminders
- Deals linked to dealers and shared on WhatsApp
- Quotations converted to sales orders
- Dashboards for leads, sales, dealers and warranties
Zoho Forms
- Warranty registration with approval before a card is issued
Before and after
| Area | Before | After |
|---|---|---|
| Lead capture | No database | One module with source tags |
| Dealer allocation | Untracked | Linked to dealers |
| Quotations | Outside the system | Tracked in the deal |
| Warranty | Paper-based | Form with approvals |
How the project ran
- Planning: discovery with sales, telecallers, management and dealer coordinators
- Design and build: retail and dealer flows, assignment and approvals
- Integrations: Facebook Lead Ads via Lead Chain, WhatsApp and website
- Testing and training: UAT and team training
- Deployment: phased rollout with two weeks of hypercare
Results
The brand runs retail and dealer sales in one Zoho CRM. Telecallers work from a clear list and leaders use live dashboards.
Questions about this project
How long did it take?
Eight weeks, followed by two weeks of hypercare.
Can Zoho CRM share leads with dealers?
Yes. Deals are linked to a dealer, shared on WhatsApp, and the dealer's response is tracked.
Have a similar business challenge?
If your business has outgrown spreadsheets or legacy software, talk to us about a phased move to Zoho.