How a Riyadh-Based Trading Company Unified Its Operations & Scaled Efficiently With ZOHO ONE
Introduction
Client Overview
- Industry: Wholesale & Retail Trading
- Location: Riyadh, Saudi Arabia
- Team Size: 20+ staff members across sales, procurement, and finance
The client is a growing trading company that sources and distributes electronics and home appliances across Saudi Arabia. They work with multiple vendors and serve both retail customers and B2B clients.
The Challenge
- Inventory management was done manually, leading to stock mismatches and delivery delays.
- No real-time visibility into sales performance or purchase orders.
- Customer follow-ups and inquiries were slipping through the cracks due to lack of centralized CRM.
- Vendor coordination and purchase tracking were inefficient, often causing bottlenecks.
- Sales appointments and B2B client meetings were being handled over WhatsApp and phone calls, resulting in missed bookings.
- Invoicing, expense tracking, and financial reporting were scattered across Excel and traditional accounting software.
Zoho One Implementation Strategy by AGN IT Services
Why They Chose Zoho One Implementation
The company needed an all-in-one, cloud-based business operating system that could:
- Connect sales, finance, inventory, and vendor management in one platform
- Automate repetitive tasks and reduce manual work
- Support a growing team with real-time collaboration and reporting
- Offer mobile accessibility and scalability without expensive infrastructure
Our Implementation Strategy
We deployed the complete Zoho One suite and implemented the following key apps:
Zoho Inventory
- Real-time tracking of stock levels across multiple warehouses
- Automated stock alerts and reordering workflows
- Integrated with CRM for seamless order creation
Zoho Books
- Automated invoicing and payment follow-ups
- VAT-compliant financial reporting (specific to Saudi Arabia)
- Bank reconciliation and expense management
Zoho CRM
- Centralized lead and client database
- Sales pipeline visibility and deal tracking
- Role-based dashboards for sales team
Zoho Bookings
- Enabled clients and vendors to book appointments and product demos online
- Integrated calendar system for sales and procurement teams
- Reduced no-shows and improved client engagement
Vendor Management (via Zoho Creator & CRM Custom Modules)
- Created custom module to manage vendor records, purchase terms, and performance ratings
- Linked vendor data with Zoho Inventory and Zoho Books for streamlined purchase and payment cycles
Outcome:
- Zero missed deadlines: Clients receive automated reminders well in advance of filing dates.
- Improved staff efficiency: Accountants know their assigned tasks and timelines without back-andforth communication.
- Streamlined onboarding: Clients can sign proposals instantly through Zoho Sign—no printing, scanning, or delays.
- Effortless billing: One-time proposal approvals automatically convert into recurring invoices in Zoho Books.
- Higher client satisfaction due to clarity, proactiveness, and professionalism in every interaction
Results & Impact After Zoho One Implementation
- 80% reduction in stock errors due to real-time inventory control
- Faster client onboarding and follow-up via automated CRM workflows
- 40% increase in sales team productivity with streamlined lead management and appointment booking
- Improved cash flow through automated invoicing and timely payment tracking
- Better vendor coordination, with clarity on purchase cycles and delivery schedules
- Company now has real-time reports on product movement, profitability, and pending receivables
What’s Next?
The company is now exploring:
- Zoho Analytics for advanced dashboards and KPI tracking
- Zoho Desk for centralized support ticketing and after-sales service
- Zoho Projects to manage complex client requirements and team tasks
Conclusion
ZOHO ONE Implementation for this Riyadh-based trading company turned their fragmented processes into an integrated, scalable system, empowering every department to operate more efficiently. From sales to stock to vendor coordination, every workflow is now automated and aligned with business growth goals.
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