Our client faced inefficiencies in managing multiple addresses. Evoluz implemented a Zoho CRM solution for centralized storage, automated updates, and workflow integration, improving accuracy, logistics, and scalability.
The Challenge
Our client, a packaging solutions provider, struggled with managing multiple addresses for their accounts. Their operations team needed a structured system to handle different billing, shipping, and warehouse locations efficiently. The key challenges included:
- Scattered Address Records: No centralized system to store multiple addresses under a single account, causing inefficiencies.
- Manual Default Address Updates: Users had to manually update addresses, leading to inconsistencies and errors in order processing.
- Operational Bottlenecks: Lack of automation led to miscommunication between sales and fulfillment teams, resulting in delayed shipments.
- Data Inaccuracy: Without a structured way to designate default addresses, outdated information often caused logistical issues.
What Evoluz Did
To resolve these issues, Evoluz implemented an Address Master Functionality in Zoho CRM, which enabled seamless address management. The key solutions included:
Multi-Address Storage: Designed a scalable database structure within Zoho CRM to store multiple addresses per account.
Default Address Triggers: Created a checkbox-triggered workflow allowing users to select and update default addresses dynamically, automatically unchecking the previous default.
Workflow Automation: Integrated the address functionality with existing order management processes, ensuring real-time updates.
Data Validation & Reporting: Developed a reporting system in Zoho CRM to track address changes, ensuring accuracy and compliance.
The Results
- 100% Centralized Address Management
- Seamless Default Address Selection
- Eliminated Address Errors
- Faster Order Processing
- Scalability for Growth
- Enhanced Data Integrity
Client Benefits
- Increased Efficiency – Centralized address management reduced manual updates and errors, streamlining order processing.
- Enhanced Accuracy – Automated default address selection ensured precise shipping and billing information.
- Faster Order Fulfillment – Improved communication between sales and fulfillment teams reduced shipment delays.
- Scalability & Future Integration – A flexible system allowed easy expansion and potential API integrations with logistics providers.
