ROLLerUP — Streamlining Custom Shutter Business with Zoho One

The Company

As ROLLerUP's business grew rapidly in the custom shutter market, they found themselves constrained by outdated operational systems that couldn't match their expansion pace.

Key problems faced by the company were:

Manual Overload: Overwhelming amount of manual processes for client visits, note-taking, and invoice creation.

Data Fragmentation: Difficulty sharing critical information between field teams and office staff.

Complex Pricing: Time-consuming calculations and frequent errors in custom project estimates.

Team Coordination: Struggle to maintain consistent communication and project tracking as the team grew.

System Limitations: Basic CRM system unable to handle their multi-faceted business needs.

Scaling Issues:Manual processes restricting their ability to take on larger projects and expand operations.

ROLLerUP, already familiar with Zoho's capabilities, turned to Zoho One for a comprehensive solution. They partnered with Customerization, a Zoho Advanced Partner, to leverage the platform's flexibility and build a tailored solution. The transformation focused on several key areas: centralizing client management, streamlining communication processes, automating pricing calculations, and creating efficient workflows for team collaboration.

Customerization developed a comprehensive solution that included a custom pricing tool within Zoho Creator, integrated with other Zoho applications. This integration enabled the ROLLerUP an automatic data flow between sales, service, and accounting teams. The solution also included a centralized knowledge base for team training and collaboration, alongside a robust customer feedback system integrated directly into their website.

"With Customerization, we built the pricing tool that will take our main products, put them in one place, and with a click of a button, we can choose the right product for our client, enter the dimensions, and it will provide us the necessary add-ons," said Alex.

Zoho Applications Implemented

ROLLerUP leveraged multiple Zoho applications to create a comprehensive business solution:

• Zoho CRM: Central hub for managing leads, deals, and customer relationships.
• Zoho Creator: Custom pricing tool development for automated quotations
• Zoho Books: Streamlined financial management and accounting
• Zoho Mail: Professional email communications integrated with CRM
• Zoho SalesIQ: Website chat implementation for immediate customer support
• Zoho Surveys and Forms: Customer feedback collection
• Zoho Connect: Internal knowledge base and team collaboration
• Zoho Workflows: Automated follow-up processes and daily task generation

Zoho One and Customerization's solution transformed ROLLerUP's operations, delivering measurable benefits:

Key benefits

Time Savings: Automated pricing eliminated manual calculations and significantly reduced estimate creation time.

Improved Accuracy: The streamlined process ensured error-free estimates, enhancing professionalism and client confidence.

Enhanced Efficiency: Centralized data management and automated workflows allowed the team to focus on core activities and customer relationships.

Scalability: The flexible platform empowered ROLLerUP to handle increased client volume and team expansion effortlessly.

Client Satisfaction: Faster response times and accurate quotes resulted in happier clients and increased referrals.

"For us, it was a life-changer,"said Alex. "It's elevated our business and made it more efficient. We can grow fast using the many different tools we have. Our customers are sometimes amazed by our efficiency and organization."

With Zoho One as their foundation, ROLLerUP is poised for continued growth and innovation. They're excited to explore additional Zoho apps and features to further refine their processes and deliver exceptional client experiences. They are also looking to expand their online presence and reach a wider audience through Zoho Commerce.

ROLLerUP's commitment to continuous improvement and leveraging technology showcases their dedication to providing top-notch products and services to their customers.