Fancy Foods

Enhancing Customer Experience: How Fancy Foods Streamlined Operations with Zoho CRM

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Client

Industry

Project size

Centers of expertise

Context

Fancy Foods, founded in 1981, is a dynamic and well-established food distributor based in the Hunts Point Cooperative Market in the Bronx, New York. With a strong reputation in the industry, the company has evolved from specializing in gourmet poultry products to offering a diverse range of domestic and international food products, catering to retail, wholesale and food service sectors.

As a growing and forward-thinking company, Fancy Foods recognized the need to modernize its operational systems to enhance efficiency, improve visibility and streamline customer data management. Its existing ERP AS400 (Retalix) system, while reliable, presented limitations in centralizing customer data, optimizing order management and automating key business processes.

To maintain its commitment to excellence and continue scaling operations, the company sought a modern, user-friendly solution that would provide real-time insights, automate credit reviews and improve overall agility in decision-making.

Solutions Proposed

Streamline and automate the credit review process using Zoho CRM for greater efficiency and accuracy.

Integrate AS400 with Zoho CRM to synchronize customer, product and transaction data, enabling more informed decision-making.

Create dynamic, data-driven dashboards with Zoho Analytics to provide real-time insights and enhance operational visibility.

Gains

  • Instant access to customer and order data on both mobile and desktop, cutting search time.
  • Real-time data shared across sales, finance, and operations, improving collaboration between teams.
  • A more agile, automated, and customer-centric way of running the business, through the integration of the legacy system with Zoho CRM.

Satisfaction and achievement of objectives

Satisfaction with interventions

Testimonial

“Working with NSI Solution has been nothing short of exceptional. From the very beginning, their team demonstrated an unwavering commitment to understanding our unique business needs. As a company that doesn’t follow the traditional “day-to-day” lead and prospecting model, we needed a Zoho CRM platform that was anything but standard—and NSI delivered.

No request was ever too small, and every concern was handled with urgency and care. They went above and beyond to ensure our system was tailored to us, not the other way around. We would be lost without the team that worked tirelessly to make sure we went live exactly when we intended to.

Even when we second-guessed ourselves or made last-minute changes, they approached every situation with professionalism, patience, and a steady hand. What truly sets NSI apart is their honesty. When something didn’t make sense, they weren’t afraid to speak up and offer expert guidance. That level of transparency and partnership is rare—and invaluable.

NSI Solution isn’t just a vendor. They’re a true partner. One that has your back, holds you accountable and ensures your success from start to finish.

We can’t wait to begin Phase 2 with NSI—and there’s no team we’d trust more to help us keep moving
forward.”

Robert Carmosino
Vice-President, Sales