End-to-end sales, production, and billing automation using Zoho CRM
INDUSTRY
Fashion / Custom Apparel
Key Apps
Zoho CRM,Zoho Social
The Company
Client Profile
Industry: Fashion / Custom Apparel
Business Model: Made-to-order manufacturing
Key Functi ons: Sales, Design, Production, Billing, Dispatch
Website: https://kingsroyalarmy.com/
The business required a centralized platform to manage customer enquiries, order processing, production progress and financial tracking.
The Challenge
Before implementing Zoho CRM, the customer faced multiple operational challenges:
- Manual handling of leads from social platf orms
- Lack of structured lead assignment and follow-up mechanisms
- Disconnected sales and production workflow
- Manual tracking of production stages
- Invoice generation and payment follow-ups handled outside the system
- Limited reporting and management-level visibilityThese challenges impacted operational efficiency and traceability.
Strategic Evaluation
A comprehensive requirement and process evaluation was conducted, focusing on:
- Lead acquisition and follow-up workflows
- Sales pipeline and deal lifecycle
- Order confirmation and producti on handover
- Production stage tracking requirements
- Invoicing and payment monitoring needs
- Reporting and dashboard expectations
Based on this assessment, Zoho CRM was selected as the core platform to centralize operations and automate end-to-end business workflows.
The Solution Architecture
The following solution architecture was designed and implemented using Zoho CRM:
- Organization configuration with roles, profiles and permissions
- Email domain verification for authenticated communication
- Zoho Social integration for automated lead capture
- Automated lead assignment rules
- Lead follow-up blueprint with defined stages
- Lead conversion mapping to Contacts, Accounts and Deals
- Deal stages aligned with the sales process
- Quote and Sales Order configuration with templates and approvals
- Custom Production module linked to Deals and Sales Orders
- Production blueprint with defined stages:
- 1.Designing
- 2.Client Photo Sharingo Client Confirmation
- 3.Cutting
- 4.Stitching
- 5.Edge Correction
- 6.Quality Check
- 7.Final Photo Sharing
- 8.Final Confirmation
- 9.Packing
- 10.Dispatch
- Stage-based user assignment, notifications, and reminder
- Automated invoice creation after completion of packing stage
- Payment tracking with automated reminders
- Sales, production, invoice and payment reports and dashboards
Implementation Highlights
The implementation included:
- CRM organization setup and configuration
- User onboarding with role-based access control
- Workflow and blueprint automation
- Custom module development for production tracking
- Integration between Deals, Sales Orders, Production and Invoices
- Notification, alert and reminder configuration
- End-to-end functional and unit testing
- User training sessions and supporting documentation
The solution was implemented without disruption to ongoing business operations.
Business Impact & Results
Following implementati on, the customer achieved:
- Centralized management of sales and producti on data
- Automated and structured lead handling
- End-to-end visibility of orders across producti on stages
- Automated invoicing and payment follow-ups
- Improved reporting and operati onal transparency
- Reduced manual effort and dependency on offline tracking
Zoho CRM now serves as the single source of truth for sales, production and billing activities
Conclusion
Elite Tech Corp
📧 Email: sales@elitetechcorp.com
🌐 Website: elitetechcorp.com
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