Sales Automation for Agricultural Product Distribution

Overview

A forage crops company specializing in selling hay for livestock and agricultural use

Business Challenge

• Managing lead capture across various social media platforms
• Creating a seamless flow from enquiry to quotation to payment
• Automating quote generation, document emailing, and payment collection
• Providing a self-service quote engine for customers
• Centralizing all sales activities within Zoho CRM

Objective

To build a fully automated, self-service-driven sales process that allows users to inquire, get quotes, and complete purchases online while automating CRM record creation, payment processing, and invoicing.

Solution Architecture by Elite Tech Global

Sales Journey Powered by Zoho CRM, Zoho Catalyst, and Stripe Integration

Step 1: Lead Generation from Multiple Channels

• Ads launched on YouTube, Google, Facebook, Instagram, LinkedIn, WhatsApp
• Visitors redirected to lead form → submitted data stored in Zoho CRM
• Users redirected to sign-up/login

Step 2: User Authentication and Account Management

• New users create accounts, existing users log in
• Zoho CRM syncs securely with Catalyst app to manage profiles

Step 3: Quote Engine Interaction via Zoho Catalyst

• Users input delivery address, number of animals, bales required
• Shipping cost and custom quote calculated dynamically

Step 4: Quotation Actions - Save, Email, or Purchase

• Save Quote: Quote stored in CRM and retrievable upon login
• Email Quote: Zoho Writer auto-generates and emails PDF
• Purchase: Redirect to Stripe, generate invoice on success

Step 5: Seamless CRM and Catalyst Integration

• All user activities (leads, quotes, invoices, payments) synced to Zoho CRM
• Full sales lifecycle visibility for internal teams

Results Delivered

Forage Crop Sales Journey (From Enquiry to Payment—All Automated)

Step 1: Generating Interest

"From social media click to a captured lead—effortless and trackable."

• Leads from ads are directed into Zoho CRM instantly

Step 2: Customer Self-Service Begins

"Empowering customers to drive their own buying experience."

• Users sign up or log in to access the Quote Engine

Step 3: Building Personalized Quotes

"Every farm, every need—custom priced instantly."

• Users provide animal count and delivery details
• Quote is generated based on inputs

Step 4: Choose Your Path

"Save it, send it, or seal the deal."

• Save quotes, email professional documents, or purchase immediately

Step 5: CRM as the Single Source of Truth

"No detail missed, no opportunity lost."

• All sales activity (leads, quotes, invoices, payments) tracked in CRM

Summary: The Future of Hay Sales—Fast, Transparent, and Automated

Human Touch:

• Personalized quotations tailored to farm needs
• Seamless customer experience through minimal steps

Automation Backbone:

• CRM-driven lead-to-customer journey
• Zoho Catalyst-powered quote engine interaction
• Stripe payment processing and automatic invoicing
• Document generation via Zoho Writer integration

Conclusion

Elite Tech Global transformed the hay sales operation into a seamless, self-service model where customers can generate quotes, review options, purchase online, and receive invoices automatically freeing up internal teams to focus on scaling operations rather than manual data handling.