Executive Summary
Executive Summary
The Client is an event company that organizes a wide variety of team-building and other events, consults on them, and collaborates with a large number of suppliers. They use a Zoho One and have 17 users in it.
Introduction
The Customer had already been using Zoho One some time, and their main goal was to automate their employees' work as much as possible to eliminate the possibility of human error. The logic behind these automations. The integrations were too complicated to implement using the default Zoho Apps tool Apps required a lot of customization, which is why the Customer was looking for a qualified Zoho Partner.
CRMOZ has extensive experience with all kinds of integration with different third-party services, building custom widgets, and implementing non-standard requests.
Would you like to get a custom Zoho integration? Contact us and we will find the right solution for you!
The Challenge
The Challenge
CRMOZ was trusted to solve a lot of issues that the Customer faced with setting up Zoho Apps accordance with their demands. They already used Zoho CRM Zoho Books in their sales pipeline, and they also have a WordPress , so all those entities have to be included in the sales process and be correctly integrated, so the Customer can be sure that all leads and potential income are properly handled. Quote creation in this business needs to be highly flexible and include many steps, so the creation of a suitable tool was also required. To improve the experience of users who will work with Zoho CRM and reduce the time for document processing, the Customer wanted to change the appearance and functionality of the records in the CRM .
Depending on the specific nature of the Customer's business, system users required highly customized tools for creating entities such as Quotes, Orders, and Invoices, as well as a tool for calculating the distance and time between event locations.
Implementation
Implementation
The implementation included several increments, divided by type and purpose. CRMOZ includes developers with experience in different spheres, which allows us to work effectively on projects like this.
Custom widgets for Zoho CRM:
- Multi-step widget for creating a Quote from the Deal record. This widget's logic includes not only the creation of a new record but also the generation of a PDF containing a business offer for the client, email generation and sending, and an analog of Zoho Sign. All functionality in one place.
- Timeline widget: a graphic interactive widget that displays the record's status, with all statuses pictured on a line so the user can see how long the record was in each status and what status needs to be applied to the record during the process. Users can change the status just by clicking on its name.
- With the saved history of these changes, change the vendor widget.
Integrations:
- Zoho CRM Zoho Books provide real-time, two-way synchronization for invoices and credit notes.
- Google Maps is another custom widget that uses the Google API calculate distance and time between two locations.
Plugin:
To implement the synchronization of data between WordPress WooCommerce CRMOZ a widget using the PHP programming language and WordPress libraries.
