Kalyan Jewellers, with hundreds of outlets across multiple regions, faced challenges in handling the high volume of franchise inquiries generated through its website. With ambitions for rapid expansion, they needed a smarter, automated, and scalable system to capture, classify, and convert these inquiries into actionable business opportunities.
They approached us, the best Zoho implementation partner, to modernize their lead management processes and ensure no potential opportunity slipped through the cracks.
Before the project began, Kalyan Jewellers' inquiry handling process was slow, fragmented, and heavily reliant on manual effort. Website form submissions were manually transferred into spreadsheets, often leading to:
Their leadership recognized that without a robust Zoho solution, their growth targets would be difficult to achieve. They needed expert Zoho consultation to design a fully automated, data-driven system for lead capture, follow-up, and reporting.
After a detailed Zoho needs assessment, we implemented a customized marketing automation system powered by Zoho CRM. As the best Zoho partner for large-scale retail businesses, we ensured the deployment was seamless, future-proof, and tailored to their operational workflows.
Our Zoho implementation included:
Direct integration of website forms with Zoho CRM.
100% of form submissions now create leads instantly in the CRM with complete contact details.
Added custom fields to categorize inquiries by type (e.g., “To Open Store” or “Lease Site”) and classification (Hot, Warm, Cold).
Implemented round-robin and region-based lead assignment to ensure balanced workloads.
Designed a customized pipeline to track leads at every stage, from initial inquiry to deal closure.
Automated workflows to progress leads based on defined engagement criteria.
Identified and addressed bottlenecks in the sales process.
Implemented automated nudges and reminders for sales reps to follow up on high-priority leads, resulting in higher deal closure probabilities.
Monitored individual sales executive performance through dashboards and reports.
Set up commission tracking within Zoho to ensure accurate and transparent incentive management.
Built predictive models and analytics tools to forecast sales based on lead trends, historical data, and pipeline activity.
Enabled leadership to make proactive decisions about staffing, inventory, and expansion strategies.
Automated task creation and activity logging for each lead and deal stage.
Provided visibility into follow-ups, meetings, and calls, ensuring accountability and timely actions across the sales team.
Integrated follow-up tasks and reminders linked to each lead or deal.
Tracked last contact date, status, and internal notes to ensure timely action.
Built dashboards to monitor inquiry volumes, funnel stages, conversion rates, and team performance.
Created reports to highlight regional trends and top-performing sales reps.
Their leadership recognized that without a robust Zoho solution, their growth targets would be difficult to achieve. They needed expert Zoho consultation to design a fully automated, data-driven system for lead capture, follow-up, and reporting.
Within 90 days of the Zoho implementation, Kalyan Jewellers experienced measurable improvements:
100% Automated lead capture
-85% Response time reduction
0% Lead leakage
+75% Sales conversion uplift
98% Follow-up compliance
35% Increase in deal closures
This project proved that a well-executed Zoho implementation can transform sales efficiency and lead management for high-growth retail businesses. By combining advanced automation, intelligent classification, and real-time reporting, we enabled Kalyan Jewellers to capture every opportunity, act on it faster, and close deals more effectively.
As a trusted Zoho implementation partner, we understand that every business’s Zoho needs are unique. With our tailored Zoho services and expert Zoho consultation, we help brands leverage the full potential of Zoho solutions, driving measurable growth, efficiency, and profitability.
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