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Zoho CRM and Books Integration, and Automation Success Story: Vernal Industries

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Client overview

Vernal Industry is a discrete manufacturing company based in Kerala, producing multiple SKUs with raw materials and finished goods. The company faced challenges in managing leads, opportunities, and customer data across Sales, Accounts, and Production departments. Sales processes relied heavily on spreadsheets and disconnected tools, resulting in lost leads, delayed follow-ups, and limited visibility into pipeline performance. By partnering with a Zoho authorized partner, Codelattice, Vernal Industry implemented Zoho CRM to automate lead tracking, manage accounts efficiently, and integrate seamlessly with Zoho Books. The solution provided actionable insights, improved sales efficiency, and enhanced team collaboration.

Challenges

Prior to Zoho CRM, Vernal Industry struggled with disjointed sales processes, lost leads, and inefficient tracking of opportunities. Manual data entry and delayed follow-ups resulted in missed sales, poor customer visibility, and slow revenue growth, making it difficult to monitor pipeline and forecast accurately.

Lead tracking issues - Sales team used spreadsheets causing lost or delayed leads.

Opportunity management gaps - Inconsistent monitoring slowed deal closures.

Manual data entry - Re-entering orders and customer info caused errors.

Poor sales visibility - Management lacked real-time dashboards and pipeline insights.

Slow quotation process - Quotes and estimates created manually, delaying client approvals.

Scalability limitations - Manual processes failed as customer base and SKUs increased.

Vernal Industry needed a reliable Zoho CRM partner in Kerala to streamline sales operations, automate workflows, and improve visibility. Integration with Zoho Books was also essential to ensure smooth Zoho Books and CRM integration for faster invoicing and better financial alignment.

Solution

The company partnered with Codelattice, a Zoho CRM consultant and Zoho Books partner in Kerala, to implement Zoho CRM, automate lead and opportunity management, and integrate with Zoho Books. Custom dashboards, workflows, and analytics provided real-time insights, increasing efficiency and enabling data-driven sales decisions.

Lead management automation

Captured leads automatically from multiple sources into Zoho CRM. Reduced lead loss and improved follow-up efficiency by 70%.

Opportunity tracking

Sales pipeline stages customized for clear opportunity tracking. Alerts ensured timely action on high-priority deals.

Account & contact management

Centralized customer database improved data accuracy and accessibility. Relationships tracked across multiple departments for better collaboration.

Quote & estimate automation

Sales quotes generated directly from CRM, reducing errors. Integration with Zoho Books enabled automatic invoice creation.

CRM & Zoho Books integration

Orders in CRM reflected seamlessly in Zoho Books for accounting. Eliminated duplicate entry and ensured real-time financial visibility.

Custom dashboards

Executive dashboards provided insights on pipeline, revenue, and lead conversion. Reports tailored for regions, products, and sales reps performance.

Automated workflows

Follow-up reminders and task assignments automated for sales reps. Reduced response times and increased closure rates.

Permissions & security

Role-based access ensured sensitive data protection. Workflow restrictions maintained compliance across teams.

Training & support

End-users trained on CRM processes and integration with Zoho Books. Ongoing Zoho CRM support ensured smooth adoption and issue resolution.

Results

Zoho CRM implementation transformed Vernal Industry’s sales operations, providing automated lead management, opportunity tracking, pipeline visibility, and integrated workflow with Zoho Books for faster, error-free operations.

Increased lead follow-up efficiency by 75%, reducing lost sales opportunities.

Opportunity closure rate improved by 60% through automated reminders and alerts.

Sales data accuracy increased by 90% with centralized account management.

Quotation-to-invoice process accelerated by 50% through Zoho Books integration.

CRM dashboards provided real-time visibility on pipeline and revenue metrics.

Task assignment automation improved sales rep productivity by 40%.

Lead conversion analytics enabled focused marketing and sales strategies.

Integration reduced manual data entry errors by 80% across departments.

Regional sales reporting available instantly via custom dashboards.

Zoho CRM empowered Vernal Industry with streamlined sales processes and actionable insights.

Client feedback

The automated lead scoring solution implemented by Codelattice has helped HB Fit Plus gain better visibility into prospect behavior, improve follow-up accuracy, and streamline membership handling. With structured segmentation, instant notifications, and unified dashboards, team can now prioritize high-intent leads and respond faster. The improved workflow has strengthened coordination across departments and enhanced the overall efficiency of lead management process.

Conclusion

Implementing Zoho CRM allowed Vernal Industry to overcome fragmented sales operations, enabling automated lead and opportunity management, real-time pipeline visibility, and faster quote-to-invoice processes. Partnering with Zoho CRM consultants and an authorized Zoho partner ensured a smooth implementation and effective Zoho Books and CRM integration.

With cloud-based CRM, customized dashboards, and workflow automation, the company achieved higher sales efficiency, better follow-ups, and data-driven decision-making. The implementation created a scalable foundation for growth, improved team collaboration, and ensured accurate reporting to support strategic business objectives.

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