~/recent-builds/shipping-quotes
Zoho CRM for a parcel shipping broker's sales team: leads move through clear stages, and carrier quotes are generated from templates.
~/what-broke → what-we-built
problem 01/03
Every quote was put together by hand, and parcel weights and rate tiers made each one fiddly to get right.
--the-fix
Each quote is built in Zoho from a carrier template, with the right rate tier and services filled in for that customer.
problem 02/03
Leads sat in spreadsheets and inboxes, with no clear next step for anyone.
--the-fix
A simple lead process in Zoho CRM shows where every lead is and what happens next, from first contact to quote.
problem 03/03
First contact depended on someone remembering to send an introduction.
--the-fix
New leads get an introduction email automatically, so no one is left waiting to hear back.
~/how-it-runs
Each circle is one step, in the app where it happens. Click a step to see what it did.
ran 5 steps
example data
Where this one is. The lead stages, quote templates and introduction emails are built and running as a pilot with the sales team, while the rest of the rollout continues.
$ next --step
Tell us about it on a free 20-minute call. If it can be automated, you'll leave with a clear idea of how and what it would cost. If it can't, we'll say so.
Prefer email? ari@byaryeh.xyz