Techno Ad LTD - Innovative sealing solutions

Techno Ad LTD – Innovative sealing solutions

About
the customer

Techno Ad is your comprehensive supplier for all sealing solutions Starting with standard O-Rings, through all other standard seals as well as custom molded parts based on customer’s design and also rubber to metal bonded seals. Through our extensive network of international suppliers and manufacturers, together with our local production, engineering and prototype support we are expertly equipped to fulfill all of your sealing requirements. From standard O-Rings and seals, to custom molded parts based on customer design and rubber to metal bonded seals. We are expertly equipped to fulfill all of your sealing requirements through our extensive network of international suppliers and manufacturers, together with our local production, engineering and prototype support

CRM Expert team Continuously provides us creative solutions and ongoing support since 2019. Its a pleasure to work with them.

The story begun as we needed a modern and easy to use CRM solution to manage our sales funnel.

We started with a basic small scope solution, and as we got to know the Zoho platform as well as the CRM Expert team capabilities to make almost any thing with those tools, we have decided to increase our investment in this solution.

Today, we have a Zoho CRM implemenation , integrated with our Priority ERP, allowing our field agents to promote deals, with 360 degrees view on ERP data, directly from Zoho CRM mobile app.

Techno Ad LTD - Innovative sealing solutions

Solution design

CRM Solution with Priority ERP integration

Techno-Ad LTD has implemented Zoho CRM with the goal of improving their early sales pipeline - that is from Lead to Deal journey, as well as to improve the companies marketing ability, based on long accumulated data from their Priority ERP system. The solution consists of

Lead to deal pipeline
Process management tools
2-way sync with Priority ERP
Automatic stock reports from Zoho campaigns based on CRM and ERP Data
360 degrees view of customer in Zoho CRM, including data from Priority ERP
advanced BI using Zoho analytics to merge Zoho CRM, Sales IQ and Priority ERP data to meaningful executive dashboards
Lead conversion from website using multilingual chatbots and live chat via SalesIQ
Automatic quotation generator from website->to Zoho CRM->to Priority ERP

Zoho killer tools we used

Provided aspects

Lead to deal conversion with defined process management tool

Automatic stock reports for customers from Zoho Campaigns

Increased website visitor to lead conversion using Zoho SalesIQ chatbot

Streamlining conversion of CRM deals to sales orders and manufacturing orders in the logistical Priority ERP module

Key challenges

Creating a streamline sales process starting in Zoho CRM and ending in Priority ERP

Leveraging Zoho Marketing automation tools (Zoho campaigns) based on Priority ERP data

Creating robust 2-way sync with Priority ERP

Continuously supporting ERP connection during software upgrades

Results.

Erez, Yaki and Techno Ad team are true partners for success. This collaboration allowed us to achieve the CRM goals, and continuously deliver new features. We were able to deliver Tehc-Ad team with the value their required and obtain the companies both tactical goals as well as strategic targets when it comes to upgrading their sales pipeline and marketing automation capabilities.