Food Grid Inc. approached Oodles to enhance and automate its Zoho CRM workflows for contract management, Sales Order processing, and reporting operations across global markets. The requirement focused on improving contract balance accuracy, streamlining quantity-based computations, standardizing workflows, and strengthening operational visibility through custom CRM automation.

The project focused on optimizing Zoho CRM workflows for contract-based sales operations and reporting management. The scope included custom business logic implementation, contract balance automation, Sales Order and Deal module customization, workflow standardization, quantity-based balance computation, reporting enhancement, call capture integration, and CRM process automation to improve operational efficiency and reporting accuracy.

To improve CRM operational efficiency and contract tracking accuracy, Oodles implemented customized automation workflows and scalable reporting solutions within Zoho CRM.

• Contract Balance Automation: Implemented custom logic to automate accurate contract balance visibility and calculations based on Deal Type and Deal Stage.
• Quantity-Based Computation Logic: Redesigned balance calculations using ordered and consumed quantities instead of sales amount values.
• Sales Order Workflow Optimization: Enhanced parent-child Sales Order processing for accurate cumulative balance computation.
• Unified Order Processing Framework: Standardized Food and Feed order workflows using reusable automation and common computation structures.
• Custom Reporting and Analytics: Developed consolidated monthly sales reports with detailed Product, Amount, and Contracted Quantity visibility.