Case studies / Akshat Enterprises
Every deal tracked from inquiry to delivery at Akshat Enterprises
Akshat Enterprises was established in 1996 and supplies industrial equipment, including label printers, power distribution systems and cable drums.
Established1996
SectorIndustrial equipment
ProductZoho CRM
Zoho productsZoho CRM
What was going wrong
- There was no structured sales pipeline, and lead progress was tracked informally.
- The flow from lead to deal and from order to delivery was slow and had gaps.
What changed
- A structured pipeline
- Every deal is tracked from inquiry to delivery in one view.
- Automatic follow-ups
- Reminders at each stage, so leads are not missed.
- Orders connected to delivery
- The move from sales to delivery is automatic, with no manual re-entry.
- Custom dashboards
- Lead conversion, sales performance and delivery timelines are tracked.
Have a similar problem?
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- A review of your data before any quote
- A fixed price and dates, in writing
- Advice on the Zoho Books plan that fits
- No change to your current system at any stage