Motor Vehicle Manufacturing
Zoho Products CarWale Uses
The entire Sales process was in an Excel worksheet, and managing the Sales pipeline and compliance was a big issue. Due to manual management, tracking and reporting were challenges. Sales performance with respect to the Sales team was not structured.
Finding a solution:
Nexivo understood their business process and to solve their problem suggested Zoho CRM & Zoho sign with custom module and integration to streamline the complexity of their process, which included IO creation, approval process & Zoho Sign workflow.
Implementation and Result:
The solution was set based on the business process, where the relationship between the OEM and the agency is defined. Blueprints are defined at the deal pipeline stages, and a checklist for each stage transition was customized. Automation and approvals based on release orders are configured, which helped in tracking the deals without any errors. A custom module about post-sales is defined as "Deliverables". Based on the engagement, the deliverables are monitored at the milestone level. The KPIs and targets have been set up to measure the Goals and Performance of the sales team. Event-based reporting is set up for the leadership team to review the movement of deals.