ZOHO FOR LOGISTICS

OVERVIEW

The client came to us with a request: to combine sales, marketing, and logistics in a single Zoho environment. The business needed a system that would cover the entire process: from receiving a lead and making initial contact to creating shipments, monitoring their movement, and tracking the work of logisticians in real time. The main focus of the project was process automation so that information could move through the stages without manual duplication and data loss.

The solution used by the customer before Zoho was specialized for logistics but lacked the flexibility to refine and consolidate all processes into a single system.

KEY CHALLENGES

• Managing leads and customers in Excel without a centralized CRM.
• Lack of end-to-end analytics: from lead to shipment.
• Impossible to control quotes and promises to customers.
• No single space for working with Vendors.
• The sales funnel did not reflect statuses and results.
• No mechanism for combining orders into shipments.
• Impossible to calculate flight margins and profitability.
• Large number of manual operations → increased risk of errors.
• Data scattered across departments, no single information center.
• No ability to segment the customer base.

COMPANY

G8toUS is an international logistics company that has been providing comprehensive freight transportation services between China, Ukraine, the US, Canada, and other countries for over seven years. The company organizes air, sea, road, and express transportation, selecting the optimal route depending on the urgency, volume, and type of cargo.

Among the goods transported are retail shipments for e-commerce, household and industrial cargo, textiles, electronics, furniture, and other dangerous or non-standard cargo.

G8toUS also provides customs clearance, cargo insurance, brokerage services, and full transportation support — from the point of departure to the warehouse in the US or the final destination.

ISSUE EVALUATION

• Interviewed key company employees.
• Formed business processes by department to have clear stages of working with leads.
• Programmed automatic receipt of leads from calls and the website directly into the system with the transfer of UTM tags.
• Set up a sales pipeline for working with leads and scoring.
• Set up automatic notifications for sales department about new applications.
• Set up processes for working with orders and contacts. Each client is assigned a unique number and the ability to provide up to 3 estimates in one Quote.
• Developed the ability to generate invoices and calculate order profitability.
• Developed a process for working with cargo so that a logistics manager can combine several orders into one shipment.
• Developed a mechanism for calculating the margin for the entire cargo and separately for each order.
• Developed a mechanism for notifying responsible managers about the status of their orders according to delivery.
• Configured the ability to generate PDF documents according to the company’s corporate templates.
• Developed the ability to keep track of expenses for vendors and partners within the scope of delivery.
• Developed the ability to track each delivery status.
• Configured the ability to keep track of income and expenses in Zoho Books.
• We configured the synchronization of manager accounts and logisticians’ expense reports in Zoho Books, where the accountant can control all payments.
• We created automatic segmentation of the customer base depending on the purchase amount and the date of the last interaction, which displays all customers by segment.
• Set up automatic filtering of the database by date of last contact and order so that managers can interact with existing customers.
• Set up reporting on marketing, sales, and cargo margins, enabling the owner to monitor performance online.
• Set up a combined marketing report in Zoho Analytics, where the marketing director can see the effectiveness of channels.

SOLUTIONS

Zoho One:

• Zoho CRM – for managing sales, marketing, and logistics processes.
• Zoho Books – financial accounting of the company.
• Zoho Analytics – comprehensive marketing report.
• Zoho SalesIQ – widget for the website, collecting leads from Facebook and Instagram.

Send Pulse – Chatbot for order status notifications.

ROAD MAP

The system was implemented gradually in parts using the agile methodology.

The customer received clear results for each block.

Every week, the customer receives a report on the work performed and billing hours.

RESULTS

After implementing Zoho CRM, the business gained a unified ecosystem for sales, estimates, orders, and logistics. Teams stopped working in separate files—now all stages move in a logical sequence, and data is recorded automatically.

The sales department received a transparent funnel, can track the status of deals, and quickly find details of commercial offers. Managers no longer waste time manually updating tables and work with customers in real time.

Logistics specialists received a tool for forming cargoes, combining orders into deliveries, and controlling flight margins. Processes became predictable, and data quality became stable.

The company gained:

• a unified digital environment instead of Excel files;
• control over all processes from lead to shipment;
• faster transaction turnover and less risk of errors;
• the ability to scale departments without chaos and duplication;
• analytics that show the real state of the business, not assumptions;
• the ability to segment customers and work with them in a targeted manner.

The result was a structured process that can be scaled and further developed through automation, integration, and additional analytics.

MOCKUPS EXAMPLES

As part of our custom development in Zoho CRM, we built a dedicated Logistics Window to efficiently manage and track shipments.

This development allows you to:

• Distribute costs across different orders according to different formulas.
• Calculate delivery margins and finances in a single window.
• Monitor Vendors bills.
• Monitor cargo statuses and automatically notify both the customer via Telegram and employees.

As part of our custom development in Zoho CRM, we built a Status of Shipment in Orders.

Why use a CRM in the sales department?

A CRM system is a tool that allows a company to work like a well-oiled machine. It enables you to:

1. Store all information in one place: from contacts and clients to all orders.
2. Automate processes: the system automatically creates tasks, reminders, and prompts.
3. Make data-driven decisions: see what customers buy, how often, and what is lost.
4. Manage the team: transparency of stages, results, and sales plans.
5. Improve service: fast response and personalized customer support.

CRM always at your fingertips

A CRM mobile app allows you to stay connected to your business anywhere in the world. Managers can process leads, create tasks, and communicate even while traveling.

Why choose Salesjam?

1. Focus on business value — we don’t just implement CRM, we help grow your sales.
2. Experience in over 170+ CRM implementations.
3. A team of business analysts and technical consultants.
4. Full support after launch: analytics, development, training.

What is Zoho One?

Zoho One is a platform we implemented to automate the sales department workflow.
It includes a CRM system, tools for analytics, customer communication, website inquiry tracking, integration with telephony, and marketing.
Thanks to this, G8tous has a unified system where managers work, and the manager can see everything in real time.

Request a free consultation

After a short conversation, we will conduct an express audit, provide recommendations, and show how CRM can work specifically in your field.