One Zoho One Platform Across Sales, Stock, People and Payroll
Six functions that had each solved their own problem, brought onto one platform, starting with a signed-off BRD.
Six business functions moved onto a single Zoho One platform, from lead capture to payroll
Primark Global
Noida, Uttar Pradesh, India
Zoho One implementation across sales, inventory, HR and collaboration
Phased delivery, starting with a signed-off BRD
Client overview
Primark Global is a healthcare supply and solutions business headquartered in Noida, with roots dating back to 2008 across a group of family-owned entities, each focused on specialised products and solutions.
Business challenges
Primark Global had grown across several family-owned entities in healthcare supply, and the processes had grown with them rather than being designed.
- Sales, inventory, finance, HR, support and operations each running on their own process
- No unified, scalable system to hold them together as the business expanded
- Heavy manual intervention between functions
- No real-time stock, procurement or vendor visibility
- Decisions made without a single, reliable data set behind them
What they needed
- A single integrated platform covering the whole business rather than app-by-app fixes
- Lead capture, pipeline management and client engagement in one CRM
- Real-time stock, procurement, vendor management and order fulfilment
- Employee database, attendance, leave, payroll and appraisals in one HR system
- Internal collaboration and analytics on the same platform
- Requirements documented and approved before any build started
Our solution
Kelevo implemented Zoho One as a single operating platform for the group, beginning with a business requirements document signed off by every stakeholder before configuration began.
- Zoho CRM — customised modules, automations and workflows managing multiple service pipelines from lead capture through proposal tracking to deal closure
- Marketing and social — campaign and social media management run against the same customer data
- Zoho Inventory — real-time stock visibility, procurement, vendor management and order fulfilment
- Zoho People and Payroll — employee database, attendance, leave management, payroll automation and performance appraisals
- Zoho Expense — claims and reimbursement folded into the same finance flow
- Collaboration and analytics — WorkDrive, Cliq and Analytics for internal collaboration and reporting
Key features delivered
- BRD-first delivery Functional and non-functional requirements approved before build.
- Multiple service pipelines Each line of business tracked on its own pipeline in one CRM.
- Real-time stock Procurement, vendors and fulfilment on live data.
- Payroll automation Attendance and leave feeding payroll without re-entry.
- Appraisal cycle Performance managed in the same system as the employee record.
- One collaboration layer WorkDrive and Cliq alongside the operational data.
Business impact
6
Business functions unified
2008
Trading history brought onto one platform
BRD
Signed off before build
Live
Stock and pipeline visibility
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