Overview
By implementing a centralized CRM, DM Metals unified all sales communication, improved follow-ups, and gained real-time visibility to prevent lost opportunities.
Problem
DM Metals’ sales team was using personal WhatsApp numbers to talk to leads. This led to broken communication, missed follow-ups, and no clear way to track sales activities. Management had little visibility, and opportunities were being lost.
Solution
A CRM system was implemented to bring all communication—WhatsApp, email, calls, and meetings— into one place. The CRM tracked lead stages, set follow-up reminders, and gave managers real-time dashboards for visibility. This streamlined the sales process, improved accountability, and made followups faster.
Results
-
All lead communication was streamlined into a single system
-
Clear lead stages and reminders improved follow-ups
-
Productivity increased with faster responses and quicker deal closures
Key Takeaways
-
Centralized communication improved tracking and efficiency
-
WhatsApp and other channels integrated into one platform
-
Real-time dashboards gave managers complete visibility
DM Metals
Streamlining Sales Communication with CRM Integration
Location
Maharashtra
Industry
Steel Distribution
Primary Product Implemented
Zoho People and Zoho Payroll
Business Verticals Covered
Sales, Communication, Lead Management
"With the CRM in place, our sales team now has all the information they need in one place. We no longer miss any follow-ups, and the transparency in communication has significantly improved"
Client Details
Information
Client
Reeferon
Location
Maharashtra, India
Industry
Transport (Cold Supply Chain)
Project Duration
N/A
Primary Product Implemented
Zoho People and Zoho Payroll
Business Verticals Covered
Logistics, Warehouse Operations, HR & Payroll
Reeferon Transforms Case Study
Reeferon Transforms HR Operations with Zoho People & Payroll
Client Details
Client
Location
Industry
Project Duration
Primary Product Implemented
Business Verticals Covered
Information
Reeferon
Maharashtra, India
Transport (Cold Supply Chain)
N/A
Zoho People and Zoho Payroll
Logistics, Warehouse Operations, HR & Payroll
1. Overview
Problem
Reeferon: Cold Supply Chain had broken HR processes across multiple locations. Attendance was tracked manually, payroll was inconsistent, and compliance reporting was error-prone. Managing distributed teams in warehouses and logistics sites became slow, inefficient, and risky.
Solution
Zoho People and Zoho Payroll were implemented to digitize and centralize HR operations. Attendance was automated with geo-fencing, payroll was streamlined with built-in compliance, and a self-service portal was introduced for employees. This reduced delays, improved accuracy, and gave HR complete visibility.
2. Key Takeaways
-
Centralized employee database with multi-location mapping
-
Geo-fenced attendance and automated leave approvals
-
Payroll integrated with statutory compliance
-
Self-service portal for employees 5. Better audit readiness and transparency
3. Results
-
100% digital HR records and processes
-
Payroll processing time cut down significantly
-
Real-time compliance reporting enabled
-
Improved employee satisfaction with self-service tools
“With Zoho People and Payroll, we’ve eliminated errors and delays. HR tasks that took days are now done in minutes.” – Reeferon HR Team
