Diamond Power Infrastructure Ltd
The Business Challenge
Diamond Power Infrastructure Ltd is one of India’s established manufacturers in the power transmission and distribution sector, delivering cables, conductors, and infrastructure solutions to enterprise customers, EPC contractors, and government bodies. Despite its market strength, the company was managing operations across multiple disconnected systems — creating friction at every stage of the sales and fulfillment cycle.
Internal CRM
Lead & sales tracking in a siloed system with no omnichannel visibility
In-House Tools
Product configuration and pricing managed in a separate proprietary tool
MS Dynamics 365
Order & financial processing in Business Central with no CRM sync
Manual DMS
Dealer documentation and agreements handled through emails and spreadsheets
Key Challenges Identified
No Centralized Lead Management
Omnichannel leads lacked a single source of truth
Disconnected Pricing
Product configuration tool operated in isolation
Complex Enterprise Pipeline
Multi-level approvals slowed deal progression
Limited Forecasting
No real-time sales visibility for leadership
CRM-ERP Disconnect
Manual data re-entry between sales and finance
Manual Document Handling
Critical documents scattered across teams
No Structured DMS
Dealer agreements managed ad hoc
The leadership team set a clear objective: build a fully integrated digital ecosystem powered by Zoho One to eliminate silos and accelerate operations.
The Solution
Kelevo Software designed and implemented a comprehensive, integrated ecosystem leveraging the Zoho One platform. The architecture connected sales automation, dealer management, and backend ERP into a single unified workflow — eliminating the fragmented tool landscape that had been holding Diamond Power back.
Zoho CRM
Sales Automation & Order Management — Full lead-to-order pipeline with multi-level approval workflows, enterprise account management, and real-time forecasting dashboards for leadership visibility.
Zoho Creator
Dealer Management System & Portal — Custom-built DMS application with a self-service dealer portal for document submission, agreement tracking, and scheme management.
REST API Integrations
Three critical system bridges — Bi-directional sync with the in-house Product Configuration Tool, Microsoft Business Central ERP, and the external HRMS for field team attendance tracking.
Integration Architecture
CRM ↔ Product Configuration Tool
Bi-directional sync of product master data, specifications, and dynamic pricing. Deal pricing auto-populates from the configuration tool, ensuring sales reps always quote accurately without switching systems.
CRM → Microsoft Business Central
One-way push of customer master records and confirmed orders into the ERP. Order status updates and invoice data feed back into CRM, giving sales teams real-time fulfillment visibility.
Zoho Platform ↔ HRMS
API-based attendance check-in and check-out capture for field teams. Centralized reporting enables operations leaders to monitor workforce deployment without toggling between systems.
All integrations were built on REST APIs with error handling and retry logic, ensuring data consistency across systems even during network interruptions.
Security & Governance
For an enterprise-scale manufacturer handling sensitive pricing data, dealer agreements, and order financials, robust governance was non-negotiable. Kelevo designed a multi-layered security framework within the Zoho ecosystem to ensure data integrity, compliance, and operational accountability at every level.
Role-Based Access
Granular permissions ensure each user sees only the data relevant to their function — from field reps to C-suite
Hierarchy Security
Data visibility cascades through the org structure, so managers see their team's pipeline without exposing cross-functional data
Field-Level Permissions
Sensitive fields like pricing, margins, and dealer terms are locked down to authorized roles only
Multi-Level Approvals
Quotes, orders, and dealer agreements route through structured approval chains before execution
Audit Trail Tracking
Every record change is logged with timestamps and user attribution for full compliance traceability
Implementation Milestones
Kelevo executed the transformation through a phased rollout strategy, ensuring each capability was fully adopted before advancing. This approach minimized disruption to Diamond Power’s ongoing operations while building momentum across teams.
Phase 1 — CRM Setup & Sales Automation
Core CRM deployment with lead management, account hierarchies, pipeline stages, and role-based dashboards for the sales organization.
Phase 2 — Quote & Order Management
Structured quoting workflows with multi-level approval chains, automated pricing from the configuration tool, and order confirmation processes.
Phase 3 — ERP Integration
REST API bridge to Microsoft Business Central for customer master sync, order push, status tracking, and invoice feedback loops.
Phase 4 — Dealer Portal (Zoho Creator)
Custom-built self-service portal enabling dealers to submit documents, track agreement status, and access key resources independently.
Phase 5 — DMS & Scheme Management
Full Dealer Management System with scheme configuration, eligibility tracking, and automated notifications for the dealer network.
Phase 6 — Analytics & Reporting
Executive dashboards, forecasting models, and operational reports providing leadership with real-time visibility across the entire ecosystem.
Business Impact
The Zoho One implementation transformed Diamond Power’s operations from a fragmented, manual-heavy environment into a cohesive digital ecosystem. Here are the measurable outcomes delivered across every function.
100% Structured Lead-to-Order Journey
Every lead now follows a defined path from capture through qualification, quoting, approval, and order confirmation — with full traceability at each stage.
Faster Quote Approvals
Automated multi-level approval workflows replaced email chains, dramatically reducing turnaround time on enterprise quotes.
ERP Integration Eliminated Manual Entry
Customer records, confirmed orders, and invoice data flow automatically between CRM and Business Central — zero re-keying.
Dealer Portal Reduced Operational Emails
Self-service document submission and status tracking cut dealer-related email volume significantly, freeing the ops team.
Real-Time Sales Forecasting
Leadership now has live pipeline visibility with automated forecasting models, replacing end-of-month spreadsheet exercises.
Improved Enterprise Account Visibility
360-degree account views consolidate contacts, deals, orders, and communications into a single pane for strategic account management.
Key Results
The numbers tell a compelling story. Across order processing, coordination overhead, and data accuracy, Diamond Power achieved measurable, quantifiable improvements that directly impacted the bottom line.
Automated workflows and ERP integration cut order cycle time by nearly half, accelerating revenue recognition
Real-Time Forecasting
Forecasting accuracy improved significantly with live pipeline data replacing monthly spreadsheet snapshots. Leadership can now make decisions based on current data, not lagging indicators.
Centralized DMS
All dealer documentation, agreements, and scheme records are now housed in a single, secure platform with role-based access — eliminating scattered files and version control issues across the dealer network.