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Woodevo
Industry: Tiles and Stone Supply
Location: Australia
Website: https://www.woodevo.com.au/
Woodevo is a leading supplier of premium tiles, stone, ceramic products, and surface solutions serving both residential and commercial construction projects across Australia. The business provides high-quality materials, design solutions, and project support for builders, architects, developers, and homeowners.
As the company continued to grow, managing customer relationships, sales processes, operational workflows, and delivery scheduling became increasingly complex. The existing CRM environment lacked automation and required significant manual effort, impacting operational efficiency and customer experience. To support future growth and streamline operations, Woodevo engaged Dotsquares to implement and optimize the Zoho One ecosystem.
The business faced multiple operational challenges due to limitations in its previous CRM and workflow management processes.
• Difficulty managing customer data efficiently across departments.
• Excessive manual effort required to manage CRM activities.
• Challenges executing and tracking email campaigns effectively.
• Lack of automation in sales order processing.
• Delivery scheduling processes were manually managed and prone to errors.
• Operational inefficiencies affecting team productivity.
• Increasing complexity in managing a growing customer base.
• Limited visibility into workflows and business operations.
The client required a centralized platform capable of automating business processes while improving collaboration, customer management, and operational efficiency.
Dotsquares implemented and optimized Zoho One as a centralized business management ecosystem to streamline operations, automate workflows, and improve customer management.
The solution focused on:
• Centralizing customer, sales, and operational data within a single platform.
• Automating repetitive business processes and workflow activities.
• Streamlining CRM management and administrative functions.
• Enhancing sales order processing through automation.
• Improving delivery scheduling accuracy and efficiency.
• Establishing scalable processes capable of supporting future business growth.
• Creating a more connected and collaborative operational environment.
The implementation involved a complete transition to the Zoho One ecosystem, allowing the business to manage customer interactions, workflows, operational processes, and reporting from a single platform.
CRM Optimization:
Zoho CRM was configured to centralize customer data, sales activities, and operational workflows, providing greater visibility across the business.
Workflow Automation:
Manual processes were replaced with automated workflows, reducing administrative effort and improving operational consistency.
Sales Order Automation:
Automated sales order creation was implemented from customer sample requests, significantly reducing manual processing and data entry errors.
Delivery Scheduling Automation:
Automated scheduling workflows improved coordination, delivery planning, and resource allocation while reducing scheduling conflicts.
Administration Management:
Super Admin functionality and governance controls were established to streamline user management, permissions, and onboarding processes.
Scalability:
The Zoho One ecosystem was designed to support future expansion while maintaining operational efficiency and system consistency.
• Conducted business process discovery and CRM assessment.
• Designed a Zoho One implementation strategy aligned with business objectives.
• Configured Zoho CRM as the central customer management platform.
• Established Super Admin controls and governance structures.
• Implemented workflow automation across operational processes.
• Automated sales order creation from sample request workflows.
• Configured delivery scheduling automation.
• Improved customer communication and campaign management processes.
• Streamlined onboarding and user management activities.
• Conducted testing, validation, and user adoption support.
• Zoho One
• Zoho CRM
• Workflow Automation
• Sales Order Automation
• Delivery Scheduling Automation
• CRM Process Optimization
• User Management & Governance Controls
• 25% increase in collaboration efficiency.
• 30% reduction in order mistakes.
• 35% improvement in task completion speed.
• 20% fewer delivery scheduling issues.
• Improved customer data management and visibility.
• Reduced manual administrative effort across departments.
• Enhanced scalability for future business growth.
• Better team collaboration and operational transparency.
• Increased productivity through automation and centralized processes.
The implementation enabled Woodevo to create a scalable, automated, and highly efficient business management environment while improving customer experience and operational performance.
