Automated Lead Management, Sales Flow, and Reporting for a Machining Solutions Company
Overview
Specializes in precision machining, CNC component manufacturing, and customized engineering solutions.
Serves industries like automotive, aerospace, and heavy engineering with high-quality machined parts.
Technology Partner
Elite Tech Global, a certified Zoho Partner
Platform Used
- Zoho CRM
- Zoho Analytics
Business Challenge
- No structured or consistent sales flow
- Difficulty in tracking and converting leads across different stages
- Inability to fetch complete lead and sales data into a single report
Objective
Automate the entire lead-to-deal journey, implement structured sales processes, and enable real-time reporting through Zoho CRM and Zoho Analytics.
Solution Architecture – Delivered by Elite Tech Global Using Zoho Ecosystem
Step 1: Lead Generation and Initial Phase
- Leads captured automatically from multiple sources into Zoho CRM
- Assignment rules set for user-based lead distribution
Step 2: Different Lead Stages for Segregation
- Raw Lead
- Marketing Ready
- Engaged
- Sales Ready
- Qualifying
Step 3: Custom Module for Handling Regions and Assignments
- Custom picklist for region selection
- Leads auto-routed to regional sales teams
Step 4: Lead Conversion Automation
- Leads automatically converted into Accounts, Contacts, and Deals
- Structured data linking and record association
Step 5: Quotation and Invoice Handling
- Customized deal stages with follow-up notifications
- Quotation generation and invoice automation on approval
Step 6: Product Delivery and Shipment
- Deal stage updated to reflect delivery and shipment
- Triggers for initiating shipment activities
Step 7: Final Phase of Deal
- Deals marked as "Won" or "Lost" post-shipment
Step 8: Viewing Reports and Summaries
- Dashboards in Zoho Analytics for leads, contacts, accounts, and deals
- Reports for won/lost deals and regional performance
Step 9: Fetching and Exporting Reports
- Reports in visual and tabular formats (charts, graphs, tables)
- Exportable in PDF, Excel, CSV
Results Delivered
| Category | Before Implementation | After Implementation |
|---|---|---|
| Sales Flow | Manual and fragmented | Fully structured and automated |
| Lead Tracking | Disconnected and unorganized | Centralized and real-time updates |
| Lead to Deal Conversion | Difficult and inconsistent | Smooth automated conversion |
| Reporting and Visibility | Manual, spreadsheet-based | Real-time analytics and dashboards |
| Regional Lead Management | No allocation system | Automatic lead assignment by region |
| Deal Closure Tracking | Manual tracking | Automated deal closure system |
Conclusion
Elite Tech Global successfully implemented an automated and structured sales management system using Zoho CRM and Zoho Analytics. The new system enabled seamless lead handling, systematic deal tracking, automated region assignments, and full visibility into business performance leading to improved lead conversions, faster customer response, and better sales reporting.
Ready to Upgrade Your Lead & Sales Automation?
Elite Tech Global helps industrial companies transform CRM workflows and reporting for scalable growth.