Case studies / Now Purchase
A visible deal pipeline and automatic order handover at Now Purchase
Now Purchase is a procurement solution for the metal manufacturing sector. It supplies scrap, alloys and additives to manufacturers across India.
SectorMetal manufacturing supply
SuppliesScrap, alloys, additives
ServesManufacturers across India
Zoho productsZoho CRM, Zoho Analytics
What was going wrong
- The deal pipeline could not be seen, so forecasting and resource planning were guesswork.
- Order fulfilment was manual, which caused delays and errors as demand grew.
- Pre-sales, sales and operations did not share one system.
What changed
- Pipeline visible in real time
- Revenue forecasts are more accurate and resources are planned better.
- Automatic order handover
- Manual data entry was removed from the move from sales to operations.
- Weekly analytics dashboards
- Pre-sales, sales and adoption figures update on their own.
- A team that works from data
- Weekly dashboards replaced status updates on WhatsApp.
Have a similar problem?
Send a few details on WhatsApp and we will call you back, in English, Hindi or Bengali.
- 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