RKB International

The enquiries were managed using an Excel sheet, making it challenging to follow up effectively and close them on time. Tracking enquiries and partner offer prices was also cumbersome. Additionally, monitoring inventory shipments proved difficult, as it required manual checks of the sheet to confirm the arrival of consignments.

To address the challenges faced by RKB international, we recommended Zoho CRM and Zoho Books.

Zoho CRM Customization  

1. Module Customization:

• Tailored modules for Leads, Accounts, Contacts, Deals, and Quotes with customized data structures for effective management.
• Configured an Enquiry Module to streamline the import, service, and sales processes.
• Integrated price calculation functionality for import services, incorporating complex calculations to simplify the cost breakdown of consignments.

2. Lead Management:

• Enabled seamless lead creation through webforms.
• Designed a streamlined workflow for lead conversion into Accounts and Contacts, ensuring transparency and alignment across the customer lifecycle.

3. Custom Modules:

• Partner Offers Module: Configured to manage offers from partners, enabling a clear understanding of pricing per enquiry.
• Site Visit Module: Allows sales teams to document site visit details, including notes on specific offers or observations.

Zoho Books Integration  

1. CRM and Books Integration:

• Seamless integration between Zoho CRM and Zoho Books for unified operations.
• Empowered sales coordinators to:

• Create Estimates, Sales Orders (SO), and Invoices directly from Zoho CRM and share them with customers.
• Generate Purchase Orders within Zoho CRM, reducing process redundancies.

Automations and Notifications  

1. Automated Notifications:

• Real-time alerts for the sales team upon receiving consignments for import services.
• Notifications triggered for shipment updates, ensuring timely communication of sales-related shipment details.
• Alerts for order placements and order shipment status to keep the team informed and improve response times.

This setup ensures enhanced efficiency in managing leads, sales processes, and financial workflows while maintaining clear communication across all teams.

Nexivo successfully addressed RKB International's operational inefficiencies by implementing Zoho CRM and Zoho Books, creating a unified and automated system for enquiry management, financial workflows, and sales processes. Customized modules for leads, accounts, and deals streamlined enquiry tracking, reduced delays, and improved lead conversion. The integration of price calculation functionality simplified import cost management, while automated notifications ensured real-time updates for shipments and orders. By seamlessly connecting Zoho CRM with Zoho Books, Nexivo enabled efficient creation of estimates, invoices, and purchase orders, eliminating redundancies. With enhanced reporting and analytics, RKB gained actionable insights to improve decision-making and achieve a 35% boost in operational efficiency. Nexivo continues to empower RKB International with Zoho Implementation Services, Zoho Managed Services, and advanced tools, ensuring scalability and sustained growth across their heavy industry operations.