Zoho CRM + BAS 1C + Analytics for NDA: wholesale chemical raw materials

Client

Company: NDA
Client website: https://uhtrade.com.ua/

NDA is a leading supplier of chemical raw materials in Ukraine, with over 14 years of experience. It specializes in providing high-quality components for the pharmaceutical, food, cosmetic, and biotechnology industries, and holds the relevant license for trading active pharmaceutical ingredients.

🎯 Client goals

The primary goal was to select and implement a CRM system that would automate B2B sales, centralize the client database, improve the control of manager performance, and provide the management team with access to dynamic analytics for daily decision-making.

⚠️ Challenges faced by the client without CRM system?

• Difficulty in controlling key  KPIs: tracking the number of calls, meetings, and commercial proposals sent was challenging.
• Lack of structure in working with regular clients: sales funnels were informal and undefined.
• Missed calls and overdue client tasks: there was no system to ensure timely follow-ups.
• Absence of SKU analytics: this made it difficult to manage inventory levels.
• Customer interaction history: all communication history was stored only in the minds of the managers.
• Inability to assess marketing spend effectiveness: leads were not being registered, making it impossible to evaluate marketing ROI.

🟢 How we helped solve these challenges?

• Documented the sales process and created standard operating procedures for managers in CRM: this streamlined the workflow.
• Selected Zoho One as the optimal CRM based on 43 criteria: this ensured it met all the client’s needs.
• Configured sales funnels, standard actions, templates, and customer cards: this improved efficiency and organization in managing customer relationships.

• • Automated tasks and reminders: ensured timely follow-ups and task completion.
  • Dynamic fields for calculating LTV, last order date, number of orders: enabled deeper insights into customer behavior and sales performance.
  • Email integration for convenient client communication directly from CRM interface: streamlined communication processes.
  • Integrated IP Telephony with call recording and analytics: improved call management and performance tracking.
  • Website integration with CRM: all leads from the website are automatically created and managers immediately see these inquiries, while marketers can track which advertising campaigns generate the leads.
  • Secure acess rights distribution: ensured data security by restricting download and theft possibilities.
  • Integrated Google Ads for lead and conversion tracking: enabled precise tracking of ad performance and coversion rates.
  • Built an analytics system: reports on leads, deals and KPI performance were generated.
  • Deployed BI dashboard in Zoho Analytics for SKU, category, sales cycle analytics, and in-depth database analysis: provided the management team with valuable insights for better decision-making.

• • Conducted three CRM training sessions for managers: ensured that the team was fully equipped to use the new CRM system effectively.
  • Provided training for the sales department manager: focused on equipping leadership with the knowledge to guide their team and optimize CRM usage.
  • Certified managers after training: assessed the managers` understanding of the CRM system to ensure proficiency and smooth implementation.
  • Integrated CRM with the internal accounting system: enabled seamless data exchange regarding counterparties, orders and order statuses. This integration allowed sales managers to process orders in CRM, while the logistics department carried out order fulfillment. The integration then updated the CRM with order status and debtor information for the manager.

• We provide ongoing support and technical assistance to the client. The project manager answers all questions from managers and team leaders, helping with additional configurations.

📣 Client feedback

📌 Why CRM is important in the sales department?

A CRM system is a tool that allows a company to function as a cohesive unit. It enables:

1. Storing all information in one place: from contacts and counterparties to all orders.
2. Automating processes: the system automatically creates tasks, reminders, and suggestions.
3. Making decisions based on analytics: what is being bought, how often, and what has been lost.
4. Managing the team: transparency of stages, results, and sales plans.
5. Enhancing service: quick responses and personalized customer service.

📱 CRM always at hand

🔍 Why choose Salesjam?

1. Focus on value for your business — we don’t just implement CRM; we help grow your sales.
2. Experience with over 153 CRM implementations.
3. A team of business analysts and technical consultants.
4. Full post-launch support: analytics, development, and training.

What is Zoho One?

Zoho One is a platform we implemented to automate the sales department’s operations.
It includes a CRM system, tools for analytics, client communication, website lead management, integration with telephony, and marketing.
As a result, NDA now has a unified system where managers work, and the management can view everything in real-time.

👉 Leave a request for a free consultation

After a brief conversation, we will conduct a quick audit, provide recommendations, and demonstrate how CRM can work specifically for your industry.