Manufacturer Streamlines Sales and Quoting with Zoho CRM & Inventory
Client & the Challenge
A leading manufacturer of torque monitoring products based in Scotland approached Ascent for guidance in streamlining their administrative processes, and building a CRM to support scalable growth. In order to create a single source of truth for customer records and inventory management, they enquired about Zoho CRM and Zoho Inventory. As their business expanded, they faced several operational challenges:
- Manual, time-consuming processes
- Creating individual quotes, orders, checklists, and invoices using Microsoft Office
- Wasted administrative effort due to over-processing
- Inconsistent document formats and procedures
Additionally, the client wanted to introduce marketing and lead nurturing initiatives, as well as real-time KPI reporting, which required well-structured and centralised data.
Solution
We implemented Zoho CRM and Zoho Inventory to provide a complete framework for the customer journey – from first contact through to sale and payment. Our team built a heavily customised deal module with multiple pipelines and layouts to handle different sales scenarios, each requiring unique data capture.
We also configured tailored quote conversion in Zoho CRM. This allowed order data from bespoke proposal templates to flow directly into the operations system, eliminating over-processing. Finally, we set up automated quote follow-ups and post-sale surveys, saving time for the sales team and ensuring consistent customer engagement.
Results
Within weeks of implementation, the manufacturer achieved measurable improvements across sales, operations, and finance:
- Streamlined quote, order, and invoice processes
- Reduced manual administrative effort and eliminated duplicate data entry
- Consistent document formats and processes across the business
- Automated follow-ups and post-sale surveys to improve customer engagement
- Structured data enabling marketing initiatives and real-time KPI reporting in Zoho CRM
Ready to streamline your sales and marketing initiatives with Zoho CRM?
Book a call with one of our consultants
Email us: info@ascentbusiness.co.uk
Call us: +44 (0) 121 392 8140
About the Author
Ineel Kler
Growth Marketing Executive