Customer
A leading multinational FMCG and trading enterprise operating across multiple regions.
Technology
Zoho CRM, Zoho Inventory, Mobile Sales Application, GPS Tracking, Workflow Automation, Sales Analytics
Business Objective
The client sought to digitize and automate its end-to-end sales operations while improving field sales productivity, inventory visibility, order management, and sales performance.
Key objectives included:
- Digitize and automate the end-to-end sales process.
- Improve field sales productivity.
- Provide real-time inventory visibility to sales teams.
- Streamline order management and processing.
- Automate approval workflows and credit controls.
- Improve sales performance monitoring.
- Enable actionable reporting and analytics for data-driven decision-making.
Scope of services
BXI Technology implemented an integrated sales automation ecosystem covering:
- Zoho CRM implementation with a multilingual mobile sales application.
- Automated sales order processing.
- CRM integration with inventory and finance systems.
- GPS-based attendance and customer visit tracking.
- Approval workflow and credit control configuration.
- Sales dashboards and reporting.
- User training and adoption support.
- Post-go-live support and maintenance.
Benefits
- Increased visibility into field sales operations.
- Accelerated sales order processing.
- Improved inventory availability and visibility for sales teams.
- Reduced manual approval effort.
- Strengthened credit governance and controls.
- Enhanced sales performance monitoring.
- Enabled data-driven decision-making through real-time reporting and analytics.
Impact
BXI Technology delivered a unified sales automation platform connecting field sales, inventory, and finance within a single digital ecosystem. The solution streamlined sales operations, improved customer responsiveness, enhanced operational transparency, and established a scalable CRM foundation to support business growth across multiple regions.
