Unifying Sales, Dealer Operations and ERP Integration at Diamond Power
A siloed CRM, a separate pricing engine and an ERP that never spoke to each other, replaced by one lead-to-order journey with the dealer network brought inside it.
Order processing roughly 50% faster across a fully structured lead-to-order journey
Diamond Power Infrastructure Ltd (Dicabs)
India
Zoho CRM and Zoho Creator implementation with custom application development and system integration
10-12 weeks, six phases, 30-day hypercare
Client overview
Diamond Power is an established Indian power transmission and distribution manufacturer — cables, conductors and infrastructure — supplying enterprises, EPC contractors and government bodies.
Business challenges
Diamond Power ran on disconnected systems, and the joins between them were manual.
- An internal CRM with no omnichannel visibility, so leads arrived through channels nobody could see centrally
- An in-house product configuration and pricing tool disconnected from the sales pipeline
- MS Dynamics 365 Business Central holding orders and finance, with no CRM sync and constant manual re-entry
- Dealer documentation handled over email and spreadsheets, with no structured dealer management
- Complex multi-level approvals, scattered documents and limited forecasting
What they needed
- One pipeline covering every enquiry channel, from first contact to confirmed order
- Pricing that populates a deal automatically from the existing configuration tool
- Confirmed orders reaching the ERP without anyone re-keying them
- A place for dealers to submit documents and track agreements themselves
- Field-level control over pricing, margins and dealer terms, with a full audit trail
Our solution
Kelevo delivered the engagement on Zoho CRM and Zoho Creator, combining configured CRM with custom development and three REST integrations.
- Zoho CRM — a full lead-to-order pipeline with multi-level approval workflows, enterprise account management and real-time forecasting dashboards
- Zoho Creator — a custom Dealer Management System with a self-service dealer portal for document submission, agreement tracking and scheme management
- Three REST integrations — bi-directional sync with the in-house product configuration tool so pricing auto-populates deals; a one-way push of customer masters and confirmed orders to MS Business Central with order-status and invoice feedback; and Zoho to HRMS attendance for field teams, each built with error handling and retry logic
- Security and governance — role-based access, hierarchy security, field-level permissions on pricing, margins and dealer terms, multi-level approvals and a full audit trail
Key features delivered
- Omnichannel lead capture Every enquiry lands in one pipeline, whatever channel it arrived through.
- Automated quote approval Blueprint-driven and multi-level, so approvals move without chasing.
- Dealer self-service portal Documents, agreements and schemes handled by dealers themselves.
- ERP write-through Confirmed orders reach Business Central with no re-entry.
- Forecasting dashboards Real-time and role-specific, from sales to leadership.
- 360 degree account view Enquiries, quotes, orders, documents and dealer activity on one record.
Business impact
~50%
Faster order processing
100%
Structured lead-to-order journey
3
Systems integrated by REST API
6
Delivery phases
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