Zoho CRM
Zoho CRM Automation & Workflows
Streamline your business processes with intelligent Zoho CRM automation, custom workflows, and seamless integrations.
Timeline
4-8 weeks
Automation Rules
50+ workflows
Time Saved
20+ hours/week
Case Study: Manufacturing Excellence
The Challenge
A manufacturing company with complex B2B sales cycles needed to automate lead qualification, quote generation, and follow-up processes across multiple product lines and regions.
Our Automation Solution
- •Intelligent lead scoring and automatic assignment workflows
- •Automated quote generation with approval processes
- •Multi-stage nurturing campaigns with personalized content
- •Integration with ERP and inventory management systems
Impact
75%
Faster quote generation
50%
Increase in qualified leads
90%
Process automation
Automation Capabilities
Lead Management
- ✓Auto-assignment
- ✓Lead scoring
- ✓Duplicate detection
- ✓Source tracking
Sales Process
- ✓Pipeline automation
- ✓Quote generation
- ✓Approval workflows
- ✓Follow-up reminders
Customer Service
- ✓Ticket routing
- ✓SLA management
- ✓Escalation rules
- ✓Response templates
Marketing
- ✓Campaign automation
- ✓Email sequences
- ✓Social media integration
- ✓Analytics tracking