Executive Summary
Advanced Digital Cable Inc. (ADC) is a prominent manufacturer of electrical wire and cable, with operations spanning four manufacturing facilities in the Southeast. The company employs over 200 people and serves a diverse range of industries, requiring precise and efficient management of its sales and operational processes.
The Challenges
Before working with Zenatta, ADC faced the following challenges:
- Lack of CRM Utilization: Despite using Microsoft Dynamics for ERP, its CRM capabilities were not implemented effectively, leaving ADC’s sales process unsupported.
- Disjointed Systems: ADC relied on a patchwork of tools such as SugarCRM, Pipedrive, Apple Notes, and Excel. This approach resulted in inefficiencies and limited integration.
- Labor-Intensive Reporting: Sales data tracking and reporting required extensive manual effort, often involving complex spreadsheets and pivot tables.
The Implementation
Zenatta delivered a tailored solution by leveraging Zoho’s comprehensive suite of applications, implemented as follows:
- Zoho CRM: Reconfigured ADC’s CRM to align with their unique sales process. This included creating custom modules:
- Quotes Module: Combined previously redundant modules into a unified system with subforms and advanced formula fields, ensuring accurate pricing calculations.
- Call Report Tool: Automated the generation of sales data and reports, saving 3-4 hours per trip by preparing client-ready documents ahead of meetings.
- Rebate Module: Built a rebate management system to automate tracking, integrate with third-party software, and calculate client rebates accurately, saving 20-30 hours annually.
- Zoho Analytics: Implemented to automate reporting tasks. This enabled real-time insights, replacing manual data analysis and improving decision-making capabilities.
- Zoho WorkDrive: Integrated for document management, enabling the creation of consistent client-facing documents using mail merge templates, which were automatically saved and linked within the CRM.
The Results
Zenatta’s expertise and tailored solutions transformed ADC’s operations. By addressing inefficiencies and leveraging Zoho’s powerful tools, ADC achieved measurable success, streamlining workflows and enhancing customer experiences. This collaboration underscores the value of strategic consultancy in driving business growth and operational excellence.
The partnership with Zenatta resulted in significant improvements:
- Time Savings: Automated call reports saved 3-4 hours per trip, while rebate tracking reduced the annual workload by 20-30 hours.
- Operational Efficiency: Streamlined workflows and advanced reporting capabilities eliminated manual bottlenecks.
- Enhanced Client Interactions: Personalized, professional documents and reports improved customer experience.
- Data-Driven Decisions: Real-time insights enabled by Zoho Analytics allowed for better tracking of sales goals and performance.
“Zenatta is the reason we have been able to quickly execute and deliver on our development goals. Their user portal and interface provides a clear picture of what work has been done and how your hours were spent. They have a large learning resource data base if you want to learn on your own or just need a quick refresher. I can’t speak for all consultants at Zenatta, but Ben and Jason have been incredible partners in our development process. Their strength is in the knowledge they have of the software capabilities, design architecture, and their experience in executing ideas to make them reality. I have worked with many consultant in my career and Zenatta is the gold standard. Every interaction we have with them is of the highest level of customer service..” – Wade Most, VP Sales & Marketing, ADC
