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Case Study -
Pahadi Amrut

Centralizing Shopify Orders, Inventory, GST Reporting & Customer Engagement Using Zoho One

Overview

Pahadi Amrut required a reliable and centralized system to manage Shopify orders, inventory, accounting, GST reporting, and customer engagement. Coderack implemented Zoho One applications to streamline order processing, eliminate missing orders, automate customer interactions, and improve overall operational efficiency.

About Customer

Client & Background
Pahadi Amrut is a discerning individual or business dedicated to embracing traditional Himalayan wellness. They seek authentic, high-quality natural products that reflect the pure essence of the Himalayas. Their interest lies in products that promote health and balance, driven by a deep appreciation for the rich heritage and natural purity of Himalayan remedies.

Industry / Business Type: E-commerce
Website / Brand Info: https://pahadiamrut.com/

Customer Location

Their main head office is located at:
H.No- 141, Sector-E
Sainik Colony, Jammu
Jammu and Kashmir – 180011 India

Executive Summary

Pahadi Amrut operates an online store selling authentic and natural Himalayan products through Shopify. Due to limitations in Shopify’s default integrations, the client faced issues such as missing orders, fragmented data, and lack of centralized reporting. They also required proper tracking of payment details for GST filing and reporting. To improve customer engagement, the client wanted a chatbot for lead generation and automated responses. Zoho One was implemented to centralize order management, inventory, accounting, and customer communication.

Problem Statement and Key Challenges

The client manages their online store using Shopify but faced challenges with Shopify’s default integration, leading to missing orders and disorganized data management. They required a more reliable system to centralize data, streamline order processing, and improve operational efficiency. They also wanted to track Shopify orders along with payment details to file GST and generate reports seamlessly, along with better customer engagement tools.

Some of the key challenges included:
  • Missing orders with Shopify integration
  • Need for centralized data management
  • Shopify order tracking with payment details
  • GST filing and report generation
  • Chatbot for lead generation
  • Automated customer response system

Solution Proposed and Tools Implemented

Coderack suggested the Zoho One platform to manage leads, Shopify orders, inventory, accounting, and customer engagement.
Zoho applications that were suggested and implemented:
  • Zoho CRM – To manage leads, customers, and sales-related data centrally
  • Zoho Books – To manage accounting, GST compliance, and financial reporting
  • Zoho Inventory – To track Shopify orders, manage stock, and synchronize inventory
  • Zoho SalesIQ – To manage website visitors, chatbot interactions, and lead generation

Implementation Approach

Coderack first configured Zoho CRM integrated with Zoho SalesIQ to manage leads and website visitors effectively. A custom chatbot was designed based on the client’s specific requirements and seamlessly integrated into their website to enhance customer interaction and automate visitor responses.

Additionally, a webhook was developed to integrate Shopify with Zoho Inventory, ensuring smooth synchronization between order management and stock tracking. This enabled accurate order capture, eliminated missing orders, and provided centralized visibility into inventory and sales data.

    Result/ Business Impact

      The implementation resulted in significant improvements for the client. By integrating Zoho CRM with Zoho SalesIQ, Pahadi Amrut was able to efficiently manage leads and website visitors, leading to more organized customer interactions. The custom chatbot enhanced engagement by automating responses and streamlining lead generation, improving customer satisfaction.

      The webhook integration between Shopify and Zoho Inventory ensured seamless order tracking and inventory synchronization, resolving issues related to missing orders. The client now benefits from a centralized platform to manage orders, inventory, accounting, and customer interactions, optimizing their overall operations.

    Summary

    This case study highlights how Pahadi Amrut successfully implemented Zoho One to centralize Shopify order management, inventory tracking, GST reporting, and customer engagement. The solution eliminated order discrepancies, improved data visibility, automated customer communication, and streamlined overall business operations.

    Partner Bio

    Coderack believe in providing 360* support to our clients. Every client is different from another so are our state-of-the-art solutions. We are a team of highly enthusiastic, energetic and tech savvy engineers. The strength of our company lies in rich experience of its people, who come from diverse background.
    We ♥ to automate your business. So feel free to reach us today with you problems, we will be happy to help you!

    Mail us @ : info@coderack.net
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