Materialx24 approached Oodles to implement a centralized Zoho ecosystem to streamline business operations, improve process visibility, and enhance team collaboration. The requirement focused on configuring and deploying Zoho applications to support customer management, workflow automation, data centralization, and operational efficiency across key business functions.

The project focused on streamlining fragmented sales workflows and reducing manual follow-ups. The scope included Zoho CRM configuration, Zoho Creator development, CRM integration, WhatsApp Business automation, API development, sales process automation, analytics configuration, mass communication, and corporate website development. The solution enabled centralized customer engagement, automated lead management, seamless data synchronization, and real-time product information.

To help the client streamline business operations and improve process efficiency, Oodles implemented a customized Zoho ecosystem tailored to their operational requirements and growth objectives. 

• Phase 1: Discovery & Business Analysis: Analyzed existing sales workflows, lead sources, customer engagement processes, product data flows, CRM requirements, and automation opportunities to define the integrated sales ecosystem and technical requirements.
• Phase 2: Development & Integration: Configured Zoho CRM modules, developed Zoho Creator and CRM synchronization, implemented lead deduplication and automated follow-ups, integrated WhatsApp Business and mass email campaigns, developed authenticated APIs for inventory, pricing, sample requests, and product images, and configured Zoho Analytics dashboards for sales insights.