Lead to Invoice on One Platform for DiDA LLP
A lead, the campaign that nurtured it and the invoice it produced, finally sitting on the same record.
Sales, marketing and finance running on one connected Zoho platform, with a 360 degree view of every client
DiDA LLP
India
Integrated Zoho CRM, Campaigns and Books implementation
Phased delivery across CRM, Campaigns and Books
Client overview
DiDA LLP is an Indian business consulting and services firm, working across sales, marketing and client delivery.
Business challenges
DiDA LLP set out on a digital transformation with three functions pulling in different directions.
- Leads arriving from the website, social media, campaigns and manual entry with no single place to land
- No defined pipeline stages, so nobody could say what was actually in play
- Marketing running separately from the sales record it was meant to feed
- Finance disconnected from the deals that generated it, so revenue visibility lagged
- Manual processes throughout, and no real-time dashboard for management decisions
What they needed
- Centralised lead and customer management with automated allocation
- A tracked sales pipeline with blueprints, reminders and follow-up tasks
- Email marketing driven by CRM data rather than a separate list
- Finance aligned to sales so revenue is visible as it is earned
- Role-based access and SLA-driven escalation
- Real-time dashboards for management
Our solution
Kelevo implemented an integrated Zoho ecosystem so that a lead, the campaign that nurtured it and the invoice it produced all sit on the same record.
- Zoho CRM — multi-source lead capture, configured lead stages, automated allocation, pipeline blueprints, follow-up reminders and email and WhatsApp communication logged against the account
- Account and contact management — a 360 degree customer view linking deals, activities and finance data, with role-based access for the sales team
- Automation and workflows — SLA-driven response and escalation rules, with email and SMS triggers on status change
- Zoho Campaigns — CRM leads and contacts synced and segmented by source, status and interest, with templates, autoresponders and drip campaigns tied to pipeline stage, and results fed back into CRM
- Zoho Books — organisation profile, taxes, GST, bank accounts and chart of accounts configured, with multi-user role-based permissions and sales-to-finance alignment
- Reporting — sales funnel visibility, conversion ratios, revenue forecasts and team productivity dashboards
Key features delivered
- Multi-source lead capture Website, social, campaigns and manual entry in one pipeline.
- Automated allocation Leads routed by rule, not by whoever sees them first.
- Pipeline blueprints Defined stages with exit criteria and reminders.
- Drip campaigns by stage Nurture that follows the deal, not the calendar.
- Campaign insight in CRM Open rates and conversions visible on the record.
- Forecast dashboards Funnel, conversion and productivity in real time.
Business impact
3
Zoho applications integrated
360
Degree customer view
SLA
Driven response and escalation
Live
Revenue and funnel dashboards
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