Connect Plus Pvt. Ltd. is a licensed organization with over three decades of industry experience, operating across 1000+ product categories in the electrical solutions sector. The company specializes in product-based sales, serving a diverse client base that includes builders, contractors, and government entities such as Kerala State Electricity Board. Its core offerings span lighting, wiring, and a wide range of electrical solutions.
Prior to digital transformation, sales operations at Connect Plus were largely manual. Enquiries were distributed among team members without a structured system, while customer communication was managed through webmail accounts. Critical processes such as quotation management, follow-ups, and performance reporting lacked centralization, resulting in limited visibility and operational inefficiencies.
To address these challenges, Connect Plus partnered with Codelattice to transition from manual workflows to a fully integrated digital ecosystem powered by Zoho. By consolidating multi-channel data into a single platform and integrating communication systems, the solution enabled real-time tracking, improved coordination, and enhanced decision-making across the organization.
As Connect Plus scaled its operations across multiple customer segments and product categories, several structural gaps became evident:
To address these challenges, Codelattice implemented an integrated ecosystem combining Zoho CRM and Zoho Mail, ensuring both sales and communication operated as a single unified system.
Implemented a customized Zoho CRM with structured lead stages, automated assignment, custom fields, and a defined enquiry-to-closure workflow with pipeline forecasting.
Reconfigured domain via nameserver updates, resolved duplicate email conflicts, recreated users, and completed migration to Zoho Mail with DNS and DKIM setup.
Resolved CRM verification issues by adding and validating required DNS records for successful authentication.
Integrated Zoho Mail with Zoho CRM to link emails with leads and deals for complete communication visibility.
Enabled automation with email responses, reminders, and notifications, ensuring consistent follow-ups and execution.
Migrated and structured all data with real-time dashboards and reports for performance tracking, forecasting, and decision-making.
Following the implementation of Zoho CRM and Zoho Mail, Connect Plus achieved significant operational improvements:
Implemented Zoho CRM with structured pipeline and automation, achieving 100% centralized visibility.
Reconfigured domain, resolved conflicts, and completed 100% migration to Zoho Mail with DNS and DKIM setup.
Fixed DNS and verification issues, contributing to a 70% reduction in missed enquiries.
Integrated CRM and Mail, improving communication, achieving 40% better follow-up efficiency.
Standardized workflows and automation enabled a 30–35% faster sales cycle.
Enabled real-time dashboards and reporting, ensuring 100% visibility for decision-making and improved productivity.
Codelattice’s 24/7 support and responsiveness have been exceptional. Their team handled both Zoho CRM and Zoho Mail configuration seamlessly, and the overall experience has been highly professional and reliable.
By implementing Zoho CRM and Zoho Mail, Codelattice enabled Connect Plus to transform its sales and communication ecosystem. From resolving domain-level complexities to integrating communication with sales workflows, the transformation delivered clarity, control, and scalability. This transformation highlights the importance of combining CRM adoption with a centralized communication system, laying a strong foundation for scalable growth and long-term success.
Connect with Codelattice to transform your business operations, reach out to us at zoho@codelattice.com.
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