Scaling Dealer-Driven Growth Through a
Unified Zoho Ecosystem
INDUSTRY
Wholesale Building Materials
Key Apps
Zoho CRM,Zoho Books,Zoho Analytics,WhatsApp Notification Integrations,Custom Workflow
Automations
The Company
Client Profile
Overview
The Challenge
Key Pain Points
1.Decentralized Dealer & Franchise Operations
2.Manual Sales & Technician Coordination
Site visit requests, installation requests, and technician assignments were handled via WhatsApp, resulting in unstructured documentation and operational delays.
3.Lead Management Inefficiencies
Leads from multiple sources were tracked using spreadsheets, making follow-ups inconsistent and response times slower.
4.Lack of Timely Notifications
Teams struggled to receive real-time alerts for lead assignments, service requests, and installations.
5.Manual Dealer Order Processing
Dealer purchase orders were handled offline, increasing the risk of errors and miscommunication.
6.Absence of an Integrated Sales System
No unified platform existed to manage leads, deals, orders, and reports through connected applications.
Strategic Evaluation
A detailed evaluation was conducted to understand Duroguard’s end-to-end sales, dealer, and service workflows.
Evaluation Scope
- Mapping lead-to-order and service processes
- Identifying manual dependencies and communication gaps
- Assessing dealer, salesperson, and technician coordination challenges
- Understanding reporting and KPI visibility requirements
Analysis
The analysis highlighted the need for a centralized digital ecosystem that could unify all stakeholders, automate workflows, and deliver real-time insights. Zoho’s integrated suite was selected as the ideal foundation to support scalability, automation, and data-driven decision-making.
The Solution Architecture
The analysis highlighted the need for a centralized digital ecosystem that could unify all stakeholders, automate workflows, and deliver real-time insights. Zoho’s integrated suite was selected as the ideal foundation to support scalability, automation, and data-driven decision-making.
Lead & Sales Management
- Zoho CRM for centralized lead and deal management
- Automated lead assignment based on branch, dealer, or salesperson
- End-to-end lead lifecycle tracking from enquiry to closure
- Multi-source lead capture from Meta Ads, Google Ads, and website forms
Dealer & Salesperson Enablement
- Secure portal access for dealers and salespersons
- Dealers can:
- View and manage assigned leads
- Submit purchase orders digitally
- Track deal and order status in real time
- Automated performance tracking for salespersons and dealers
Service, Site Visits & Installations
- Structured workflows for:
- Site visit requests
- Installation requests
- Service requests
- Automated assignment to technicians
- WhatsApp notification automation for assignments and status updates
- Reduced dependency on manual communication channels
Finance, Reporting & Analytics
- Integration between Zoho CRM, Zoho Books, and Zoho Analytics
- Automatic synchronization of sales, order, and financial data
- Real-time dashboards and KPIs for management
- Improved forecasting and performance monitoring
Unified Digital Ecosystem
- The integrated solution eliminated manual dependencies, standardized workflows, and aligned sales, dealer, and service operations on a single digital platform.
Implementation Highlights
- Phased rollout across branches and dealers
- Clean data migration from spreadsheets
- Custom workflow automation for lead routing and notifications
- Dealer and field team onboarding with hands-on training
Business Impact & Results
The digital transformation delivered measurable improvements across sales operations, dealer management, and service coordination.
Business Impact & Measurable Improvements
After implementing the unified digital ecosystem, Duroguard Steel Doors experienced clear, organization-wide improvements:
- Lead Tracking: Previously maintained in scattered spreadsheets, all leads are now centrally managed within Zoho CRM, ensuring accuracy and consistency.
- Lead Response Time: Earlier delays caused by manual follow-ups have been replaced with real-time alerts and instant notifications, enabling faster customer engagement.
- Dealer Order Processing: Manual, offline dealer order handling has been transformed into a structured, system-driven digital process.
- Technician Assignments: WhatsApp-based coordination has been eliminated and replaced with automated workflows that assign and track tasks efficiently.
- Visibility & Reporting: Limited and fragmented reporting has been replaced with real-time dashboards that provide actionable insights to management.
- Operational Efficiency: Inconsistent and error-prone processes are now fully standardized and automated across branches and dealers.
Key Business Benefits
- Faster lead response and improved conversion rates
- Enhanced dealer accountability and transparency
- Reduced operational delays and communication gaps
- Improved management visibility into sales and field operations
- Scalable system supporting future branch and dealer expansion
Conclusion
By adopting a unified Zoho-powered digital ecosystem, Duroguard Steel Doors successfully transformed its sales, dealer, and service operations. Manual processes were replaced with automated workflows, real-time notifications, and centralized reporting.
The organization now operates with improved efficiency, transparency, and control across branches and dealer networks. With real-time insights, standardized processes, and scalable architecture, Duroguard Steel Doors is well-positioned to support sustained growth and operational excellence.
Technology Stack Overview
- Zoho CRM
- Zoho Books
- Zoho Analytics
- WhatsApp Notification Integrations
- Custom Workflow Automations
Future-Ready Foundation
The implemented solution provides a flexible foundation to:
- Onboard new dealers and branches seamlessly
- Introduce advanced analytics and forecasting
- Integrate additional service or customer experience applications
Elite Tech Global
📧 Email: sales@elitetechglobal.com
🌐 Website: elitetech-global.com
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