Streamlining Ingredient Exchange: Enhancing Zoho Operations

CRM Consulting &
Implementation

Zoho Implementation

Deliverables

CRM Software

The Problem

Ingredient Exchange is a food exchange firm that assists food businesses in managing their excess or unneeded food ingredients. Their role involves acquiring surplus food ingredients from companies and selling them to businesses in need. To effectively manage their complex operations, they were using Zoho CRM and related Zoho solutions. However, their Zoho CRM setup was quite basic, and they were not fully utilizing its capabilities. Digital Radium stepped in to automate some of their processes and simplify their operations.

Our Solution

Zoho CRM is robust software that can help businesses streamline their sales and operations seamlessly. As part of the process, Zoho consultants from Digital Radium analyzed the Zoho One instance used by the Ingredient Exchange team. They proposed a detailed list of enhancements that could be implemented to simplify their operations. These included automating their conversion process, streamlining their trade procedures, integrating their accounting system, and improving their fulfillment process.

Subsequently, we began implementing some of the recommendations provided by our consultants. This has resulted in a 30% increase in their productivity, thanks to the automation of critical processes. The engagement is ongoing, and we are in the process of implementing all the recommendations we have made. This will help Ingredient Exchange become more productive, reduce human errors in their processes, and create a more automated and seamless workflow.

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