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Nordic CRM

NORDIC CRM

Zoho One for trade, equipment and product businesses

Connect customer needs with products, quotes, delivery and service. We help information follow the product and agreement.

A PRACTICAL WORKFLOW

How the work can connect

An example to adapt to your responsibilities, systems and professional requirements.

  1. 1

    Enquiry

    Record the need, product or model and contact.

  2. 2

    Quote

    Bring together variants, prices and agreements.

  3. 3

    Delivery

    Pass approved information to orders and stock.

  4. 4

    Service

    Find history, warranty information and ownership.

APPS WITH A PURPOSE

A possible starting point in Zoho

ERP, manufacturing and advanced warehouse management can remain in existing systems. We define serial numbers, products and data sources before building connections.

CUSTOMER STORY FROM ZOHO

CASF - Products, customers and an ERP connection

CASF is a Zoho customer example of connecting sales with existing systems. It illustrates that Zoho does not have to replace an entire operational system.

External reference. Not presented as a Nordic CRM delivery.

Read the story at Zoho ↗

CUSTOMER STORY FROM ZOHO

RJG - Manufacturing business connecting sales, service and reporting

Zoho describes how RJG uses customer and reporting tools across the business. It is useful reading when CRM and other systems need to provide a more connected view.

External reference. Not presented as a Nordic CRM delivery.

Read the story at Zoho ↗

BEFORE YOU CHOOSE

It needs to fit your business

We review typical tasks with you. Data, local requirements and existing systems determine what to connect and what to retain.

TALK TO NORDIC CRM

Connect sales with delivery and service

Tell us about your products and workflows. We explore how data and responsibilities can follow the work.