Zoho CRM Implementation and Product Vision Integration

Client

Industry

Project size

1-50 employees

Centers of expertise

Continuous Improvement

context

LifeSpice Ingredients develops and manufactures proprietary seasoning blends for the food industry. They were looking to migrate to Zoho CRM from Microsoft Dynamics 365 for better interface and automation. They were also looking to integrate Zoho CRM with Product Vision, formulation software to keep the databases in sync and to reduce manual work in transferring data between applications.

Solutions

Review formulation process and suggest improvements

Implement Zoho CRM to improve project management and revisions.

Setup a real time integration with Product Vision to share Project information with the Research and Development team.

Migrate data from Dynamics to Zoho CRM over a weekend to avoid system downtime.

Gains

Benefits include a simplified version of project management and data transfer where project revisions, sample requests and other data records related to project management are automatically created saving user’s time and effort. A real-time data sync with Product Vision also ensures that data transfer is done smoothly and at the right time to the R&D department for process continuation.

Satisfaction and achievement of objectives

Satisfaction with interventions

Testimonial

“The NSI team kept the project on time and within budget. The team understood our needs, and addressed the bugs encountered during the on boarding process promptly and efficiently. We are preparing for phase 2, Global Integration and I am confident that while we may encounter some challenges, we will have a positive outcome with the NSI teams support.”

Lisa Stern

SVP, Sales and Marketing