D2C brand: Integration of Zoho and Shopify & Amazon

In this project, Elsner’s team has implemented the integration of Zoho CRM and Zoho inventory with Shopify stores and Amazon marketplace for a Direct-to-Consumer (D2C) brand. These included increased operational efficiency, customer relationship management results and inventory control. The goal was to synthesise these platforms for improved sales tracking, streamlined inventory and a more personalised customer experience.

About the Client & Its Industry

The client wants to integrate Shopify stores and Amazon Marketplaces with Zoho CRM and Zoho inventory for the D2C brand. The client’s company faced demanding situations in managing its rapidly growing patron base and stock. The need for a unified solution has become vital to preserving growth and retaining excessive customer satisfaction.
  • #Zoho
  • #ZohoCRM
  • ecommerceoperations
  • marketplaceintegration
  • zohoinventory
  • zohoworkflow
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Problem statement

A D2C brand faces challenges in managing its customer relationships, inventory, and e-commerce operations efficiently. There was delayed order processing, inaccurate inventory tracking, and fragmented customer interactions, ultimately impacting the brand’s growth and customer satisfaction. 

What was the challenge?

  • Seamless Sales and Customer Information: Merge customer information with sales data to create a 360-degree look at the sales performance/interaction supporting customers.
  • Optimise Inventories: Enhance inventory tracking and management to mitigate stockouts and overstock situations.
  • Automate Processes: There is less need for manual interventions by automating the processes, leading to more efficiency and less error.
  • Enhance Customer Experience: Utilize unified data for personalized customer experiences, and timely communication with your customers.

The solution we provided

The integration of Zoho CRM and Zoho Inventory with Shopify stores and the marketplace was identified as the optimal solution to address the brand’s needs. The process involved several key steps:

  • Assessment and Planning: A thorough evaluation of the present structures and methods was conducted. Key factors had been recognized, and a detailed integration plan evolved.
  • Implementation of Zoho CRM: Customer Data & Sales Pipeline Management: Migrated customer data from numerous sources into Zoho CRM and Configured income pipelines and stages in Zoho CRM to track leads, opportunities, and conversions successfully.
  • Integration of Zoho Inventory: Integrated Zoho Inventory with Shopify to ensure real-time synchronization of stock levels. Set up workflows for order management. We integrated the required APIs such as WhatsApp SMS API notification for confirming the order.
  • Shopify and Amazon Marketplace Integration: Connected Shopify and Amazon with Zoho CRM and Zoho Inventory and implemented automated notifications.

Results Achieved

The integration yielded significant improvements across various aspects of the business:

  • Operational Efficiency: Automation and streamlined processes led to a 30% reduction in manual tasks, allowing the team to focus on strategic initiatives.
  • Enhanced Inventory Control: Real-time inventory tracking reduced stockouts by 25% and overstock situations by 15%.
  • Improved Customer Experience: Personalized communication and timely updates resulted in a 20% increase in customer satisfaction scores.
  • Sales Growth: Consolidated sales data and improved lead management contributed to a 15% increase in conversion rates.

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From Inspiration to Implementation.

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