Building a Solid Sales Foundation: CRM Migration and Sales Order Automation for a Rock Products Manufacturer
- April 5, 2025
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- 10:22 AM
Precision Sales Automation for Rock Products Manufacturer Using Zoho
For a leading manufacturer and supplier of crushed aggregates, M-sand, and blue metal bricks, managing sales with an old CRM system was proving to be a rocky road. Complexities in custom pricing, field activity validation, load-based deliveries, and manual invoicing were creating significant inefficiencies.
Elite Tech Corp, a certified Zoho Partner, migrated their CRM to Zoho and built a fully automated sales order ecosystem using Zoho CRM, Zoho Creator, Zoho Books, and the Google Distance Matrix API.
The Challenge: Cracks in the Sales and Delivery Process
- Migration of critical business modules like Accounts, Sites, Transporters, and Trucks.
- Custom pricing based on variable quantities and site-specific rates.
- Lack of proper field activity validation (site visits, geolocation tracking).
- Complex sales processes involving load-based product deliveries.
- Manual tracking of order completion and invoicing.
The Solution: Smart Zoho Ecosystem for Precision
Step 1: CRM Data Migration
- Migrated critical data including Accounts, Sites, Transporters, and Truck Models.
- Ensured data integrity and continuity from the previous CRM to Zoho CRM.
Step 2: Account and Site Approval Automation
- Custom Approval Processes based on user roles: Engineers, Managers, Admins.
- New accounts/sites entered “pending approval” status.
- Geotagged verification by field teams before approval.
Step 3: Site Visit Validation via Geolocation & Distance Matrix
- Field agents logged visits using a Zoho CRM Widget.
- Activity form captured visit type (Account/Site Visit).
- Google Distance Matrix API verified within 10m of the site’s geolocation.
- Only validated visits triggered CRM activity logs.
Step 4: Dynamic Quotations via Zoho Creator
- Custom app for slab-based pricing logic.
- Agents initiated quotes from CRM → redirected to Creator.
- Site-specific products, slabs, and pricing embedded.
Step 5: Load-Based Sales Orders and Invoicing
- Accepted quotes automatically created sales orders.
- Agents added number of loads per product.
- System split products into truckload-wise invoices.
- Inventory auto-adjusted with each invoice.
Step 6: Auto Sales Order Completion
- Full quantity invoiced → Sales Order marked as completed.
- CRM updated with status, invoice tracking, credit information.
Results Delivered
| KPI | Before | After |
|---|---|---|
| CRM Migration | Manual and error-prone | Seamless with full data continuity |
| Site Visit Validation | None | 10m accurate geo-verification |
| Quotation Turnaround | 3–4 days | Same-day quote creation |
| Load-based Invoicing | Manual calculations | Fully automated via Zoho Creator |
| Sales Order Tracking | Manual follow-up | Auto-complete based on invoices |
Summary
Human Touch:
- Engineer-led site creation with geo-verified presence.
- Personalized handling of quotations and delivery planning.
Automation Backbone:
- CRM-driven activity validation and sales flows.
- Load-based product and invoice automation.
- Full integration between Zoho CRM, Creator, and Zoho Books.
Conclusion
Elite Tech Corp successfully migrated the rock products company to a fully automated Zoho CRM ecosystem, addressing complex pricing models, validating field activities with real-world location tracking, and streamlining the entire sales and delivery process.
Today, the company enjoys faster sales cycles, accurate billing, and better operational control setting a strong foundation for further growth.
Is your manufacturing or supply business ready to automate its complex sales and delivery processes?
Let’s discuss how Zoho can build a solid foundation for your success.
