Zoho for Trading

Overview

In this case study, we delve into how NurtureU Technologies transformed the
operations of Accurate Meezan Trading (AMT), a Dubai-based company specializing
in Weighing applications and Calibration Services. Already a Zoho One user primarily
utilizing Zoho Books, AMT faced challenges in lead management with Zoho CRM
and sales team efficiency. NurtureU stepped in to enhance their Zoho experience,
providing solutions for a more streamlined lead management process, improved UI,
and efficient data capture on the go.

Executive Summary

AMT, operating in Dubai, was facing challenges in lead management, sales team
collaboration, and cumbersome data capture processes. Despite being a Zoho One
user, the lack of a centralized system led to operational inefficiencies. Seeking a
solution, AMT partnered with NurtureU Technologies to optimize their Zoho CRM,
Zoho Inventory and Zoho Books setup, with a focus on enhancing lead management,
streamlining business operations, and improving accounting processes.

Customer Business Context

● Location: Dubai
● Brief History: AMT has a strong presence in the Weighing applications and
Calibration Services sector.
● Nature of Business: Specializing in providing accurate Weighing solutions and
Calibration Services.
Problem Statement and Key Challenges
AMT,faced significant challenges in lead management and collaboration within their
sales team. Key challenges included:
● Lack of centralized operations leading to siloed sales efforts.
● Manual lead management through spreadsheets resulted in loss of threads
on leads.
● AMT faced challenges with its sales team not able to capture all the data
points owing to their busy schedule and always being on the move.

Evaluation of the Problem

NurtureU’s Zoho experts conducted a thorough evaluation of AMT’s existing Zoho
setup. The focus was on understanding the pain points related to lead management,
sales team collaboration, and the usability of the CRM system. The evaluation
revealed a need for a hierarchical lead management flow, a more user-friendly UI, and
a streamlined process for capturing data on the go.

Proposed Solution(s)

To address AMT’s challenges, NurtureU proposed a comprehensive solution that
leveraged the capabilities of Zoho CRM and Books:
● Hierarchical Lead Management Flow: Established a hierarchical flow for lead
management, ensuring a systematic and organized approach.
● Approval Process for Lead Data: Implemented an approval process to ensure
that no lead data was missed, improving accountability within the sales team.
● Custom UI and Mobile Data Capture: Set up a custom UI and buttons to
simplify data capture on the go, making it more user-friendly for the busy
sales team.