Implementation of the month: Zoho Inventory for an Engineering and Construction company with 8 warehouses and 3,000 SKUs
In this edition, we highlight one of the most challenging and rewarding implementations of the year: the rollout of Zoho Inventory for a company in the Engineering Procurement and Construction (EPC) sector with operational presence in multiple regions and eight distributed warehouses. With a catalog of more than 3,000 SKUs or products—including advanced inventory management […]
Implementation of the month: Customer Portal – A new self-management experience
In the constant pursuit of improving the customer experience and optimizing service management, the Customer Portal was implemented exclusively for InterConnecta clients and partners. This portal provides immediate access to invoices, support tickets, project management, and key resources, all in one place. Â Challenge Before implementing a Customer Portal, many companies face the following issues: […]
Implementation of the month: Optimization of home delivery service with Zoho FSM integrated into Zoho CRM and Desk
A leading company in solar panel installation, with over 3,000 employees and a support team of more than 20 people, was facing challenges in managing technical visits and home maintenance. With a fleet of more than 50 service brigades and over 1,000 work orders per month, the lack of a unified system for managing visits […]
Implementation of the month: Centralization of sales and management of external teams with Sales Portal
A leading company in the renewable energy industry faced significant challenges in managing its external sales teams. With a business model involving multiple agencies and external teams, they lacked a centralized solution to manage leads, opportunities, and sales orders. This situation resulted in inefficiencies, errors, and disorganization, negatively impacting their commercial performance. To address these […]
Implementation of the month: Optimization in Commission Management
A major company in the renewable energy sector was facing critical challenges in commission management for its large sales team, which includes over 1,000 internal and external salespeople. The complexity of different compensation plans, deductions, and variable targets led to frequent errors in commission calculations, impacting operational efficiency, team morale, and payment accuracy. To address […]
Implementation of the month: Optimization of Zoho Inventory Integration with Shopify
In this new edition of Implementation of the Month, we highlight a custom integration solution we developed for a client in the high-value hobby e-commerce industry. Through this implementation, we addressed challenges that arose from the limitations of the native integration between Zoho Inventory and Shopify. Â Challenge: Our client managed most of their internal […]
Implementation of the month: Custom application development for Zoho Inventory that speeds up the dispatching process.
This month, we highlight an implementation carried out by our team for a leading company in the sale of high-value products with serial numbers, which needed to optimize its processes within Zoho Inventory. Â Challenge: The company relied on a manual process that required multiple steps: Registering customers one by one Creating sales orders Scanning […]
Implementation of the month: Transformation of Solar Energy Operations with Zoho One
This month, we highlight an implementation carried out by our team for a leading solar energy company in Puerto Rico. Challenge The company faced several operational challenges: Dispersed customer data and ineffective lead tracking. Manual and lengthy sales processes. Inefficient campaign management and lack of ROI tracking. Complex project planning and scheduling. Laborious financial management […]
Implementation of the month: Project Management Optimization: Integration of ChatGPT and Zoho Creator
This month, we highlight an implementation carried out by our team for a world-renowned leader in public art and architectural design solutions. Challenge The client needed a solution that could automate the synthesis of detailed project information, as the manual process was inefficient and prone to errors. The task was clear: to improve both efficiency […]
Stop Sacrificing CRM Usability for Your Sales Process!
The usability of a CRM tends to be the first sacrifice made when attempting to account for every sales action and task in a sales cycle. Though it may seem like a necessary sacrifice at first, you will likely come to find that the data within your CRM suffers as a result. More specifically, you […]
