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Zoho CRM

Connecting Sales, Production, and Inventory with Zoho CRM

About the project

Connecting Sales, Production, and Inventory with Zoho CRM

Anunay Fab Ltd is a textile manufacturer and exporter with more than 30 years of experience in home furnishing products, fabrics, and healthcare textile products. They have global customers and manage large-scale manufacturing, production and export operations in the international markets.
As the company expanded its business globally, managing customer relationships, sales opportunities, inventory, warehouse stock, and a rising catalog of region-specific products became a difficult task.

The Need for a Centralized Business System

Anunay Fab Ltd. came with a requirement of a centralized platform to refine sales operations, improve inventory visibility, automate processes, and provide indepth insights for supporting their export business.

Fragmented

Sales, Customer, and Operational Data

Manual

Processes, Follow-Ups, and Order Management

The Challenge

As Anunay Fab Ltd expanded its business globally, managing customer relationships, sales opportunities, inventory, warehouse stock, and a growing catalog of region-specific products became increasingly complex.

The below are some gaps we identified:

  • Fragmented Information: Customer, product, sales, and inventory data was spread across processes, which made access and management difficult.
  • Manual Follow-Ups: Tasks, reminders, and lead management relied on manual follow-ups, which increases the risk of delays and missed actions.
  • Complex Product Management: Region-specific products, SKUs, sizing, pricing, and multi-currency requirements needed a better approach to management.
  • Disconnected Order Workflows: CRM and inventory processes were not connected, which further resulted in additional manual effort during order processing.
  • Limited Visibility: Teams lacked real-time visibility in sales, production, stock levels, and order status for faster decision-making.
  • Inconsistent Processes: Sales qualification, purchase orders, and production workflows required standardization to ensure consistent execution.

Solution Proposed

TransFunnel implemented a customized Zoho CRM solution tailored to Anunay Fab Ltd’s textile manufacturing and export operations.
The client purchased the Zoho One Enterprise Plan, and TransFunnel implemented and configured the Zoho CRM solution based on the client’s business requirements.
The solution was designed to centralize customer, sales, product, and production processes while connecting Zoho CRM with Zoho Inventory to streamline sales and inventory operations.

Key Features Delivered

CRM & Sales Management

  • Designed Blueprints for Lead Management, Deal Management and Production.
  • Created custom fields to capture business-specific data.
  • Standardized lead qualification and opportunity management processes.
  • Simplified lead management by making non-essential fields optional and standardizing data formatting.
  • Introduced a new lead qualification stage to track customer responses.
  • Configured automated reminders and in-app notifications for pending tasks.
  • Implemented workflow automations, reminders, and notifications.
  • Established role-based access for sales teams.

Product & Catalog Management

  • Configured product catalogs with region-specific products and sizing structures.
  • Standardized formatting for country and product category data.
  • Supported multi-currency sales management.
  • Enabled pricing and negotiation tracking.
  • Supported country-specific product configurations.

Production Management

  • Enabled production tracking with complete activity history.
  • Reorganized the production workflow with parallel processing stages and accurate stage-duration tracking.
  • Supported task creation and streamlined production processes.

Purchase Order & Export Management

  • Restructured the Purchase Order module with renamed fields, packing details, and editable cost and pricing information.
  • Introduced Incoterms, shipment date reminders, and structured payment terms.
  • Set up detailed PO analytics covering revenue, shipment timelines, and order status.
  • Supported packing, shipment, and Incoterms tracking.
  • Supported export sales reporting.
  • Implemented practical, streamlined SLA timelines.

CRM-Inventory Integration

  • Configured the CRM-Inventory integration to pass customer, product, quantity, pricing, and PO details into Zoho Inventory, ensuring accurate Sales Order creation and reducing manual data entry.
  • Automated Sales Order creation in Zoho Inventory from Zoho CRM PO when the “Stock Available” option is selected.
  • The Sales Order is initially created in Draft status without affecting available stock.
  • Enabled quantity and pricing updates on Sales Orders, allowing users to modify order details while ensuring the corresponding inventory quantities are accurately reflected.
  • Enabled stock commitment and availability tracking.

Dashboards & Reporting

  • Built separate admin and user-level dashboards for company-wide and personal visibility.
  • Configured reports and dashboards for real-time business visibility.
  • Configured Inventory reporting and visibility through Inventory Summary and Sales Order Details reports, providing users with a clear view of current stock positions and Sales Orders generated through the process.
  • Enabled real-time dashboards and analytics.

Why Anunay Fab Chose TransFunnel

  • Anunay Fab needed more than just a CRM setup. The solution had to reflect its manufacturing and export operations while remaining scalable as the business grew.
  • Industry-Specific Expertise: Tailored Zoho CRM around Anunay Fab’s textile manufacturing, export, sales, and production processes.
  • Rapid Deployment: Designed and implemented the solution within 3 weeks to enable a faster transition to the new system.
  • Automation-Driven Approach: Used Blueprints, workflows, reminders, and notifications to streamline repetitive processes and follow-ups.
  • Scalable Architecture: Built a flexible CRM structure capable of supporting future business growth, new processes, and expanding operations.

Outcomes

  • Customer, product, and sales information were centralized to improve coordination across teams.
  • Improved visibility into leads, opportunities, production activities, inventory, and order processes.
  • Enabled faster lead and opportunity tracking through automated workflows and standardized processes.
  • Improved management of region-specific products and SKUs across the business.
  • Improved production monitoring with complete tracking history and greater visibility into production activities.
  • Standardized sales and production processes across regions and teams through automation.
  • Reduced manual data entry, follow-up delays, and processing time across CRM and Inventory.
  • Streamlined CRM-to-Inventory order processing through automated Sales Order creation.
  • Improved reporting accuracy, data accuracy, operational transparency, and collaboration across sales, production, and operations teams.

Impact

The implementation created a connected operating environment for Anunay Fab. It helped improve visibility across sales, production, and inventory while reducing manual processing.

  • 3 Weeks: Implementation Timeline
  • 100% Centralized: CRM Platform for Customer & Sales Management
  • Automated: CRM-to-Inventory Sales Order Processing
  • Real-Time: Sales, Production & Inventory Visibility

Conclusion

By implementing and configuring Zoho CRM around Anunay Fab Ltd’s business requirements, TransFunnel helped create a centralized and connected system for sales, customer, product, production, and inventory operations.
The solution brought greater automation, real-time visibility, standardized processes, and streamlined CRM-to-Inventory order processing to support their growing export business.