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Client story · Marine manufacturing

glydus.com ↗

Mapping a marine manufacturer's sales and SAP order cycle for Zoho

Glydus manufactures boat steering systems in India and sells through distributors, OEMs, shipyards and tenders. We ran a structured discovery and produced a complete solution design: every sales path, the order cycle with SAP Business One, and after-sales service.

Marine manufacturing

Industry

India

Country

Zoho One (designed)

Platform

What we delivered

Discovery and a build-ready solution design

Requirement workshop

A structured session with the sales and operations team covering every customer segment and sales path.

Requirement document

A 14-module interactive requirement site with around 20 process diagrams and field specifications.

Segment-based sales design

Outboard and inboard segments driving territory ownership, follow-up cadence, quotes and trials.

SAP Business One design

A clean split: proforma invoices created in SAP from CRM, order and dispatch status flowing back.

After-sales design

Complaints and technical queries in Zoho Desk with a knowledge base and renewal reviews.

Phased roadmap

A two-phase plan: commercial core first, then SAP, service desk and analytics.

Zoho stackCRMDeskCampaignsAnalyticsForms

Process overview

How the solution runs, end to end

A simplified view of the workflow we built. Field-level rules, internal data and client-specific logic are kept confidential.

  1. 01Capture

    Leads from exhibitions, website, referrals and tenders, tagged by segment.

  2. 02Engage

    A capped follow-up cadence before leads move to nurture.

  3. 03Quote

    Templates and price books; trials for OEM prospects.

  4. 04Confirm

    Purchase order validated and carried into the proforma invoice.

  5. 05SAP order

    Proforma invoice created in SAP Business One.

  6. 06Track

    Order and payment status flow back to CRM.

  7. 07Dispatch & service

    Dispatch updates, then after-sales in Zoho Desk.

Detailed blueprint shared with the client only

Integrations

Systems we connected

Connections specified in the solution design, ready for the build phase.

Zoho CRM
Proforma invoice →
SAP Business One
SAP Business One
Order & dispatch status →
Zoho CRM
Outlook / M365
Emails logged →
Zoho CRM
WhatsApp Business
Chats logged →
Zoho CRM
Zoho CRM
After-sales cases ⇄
Zoho Desk

Results

Where it landed

14Modules specified
~20Process diagrams
3Sales segments mapped
2Phase delivery roadmap

Verified reviews

From our Zoho projects

★★★★★5.0
“Working with the team has been a genuinely positive experience. Highly professional, deeply knowledgeable, and consistently strong on the technical side. Throughout the project they were exceptionally responsive — especially in moments that required immediate attention — and always handled tasks with reliability and calm confidence. Clear communication, a proactive attitude, and real dedication. A pleasure to collaborate with, and someone I would gladly recommend.”
Zoho Desk + Facebook integration
★★★★★5.0
“I had the great opportunity to work with the team on a Zoho Desk and Facebook integration project. Highly skilled, responsive, and truly dedicated to achieving results — went above and beyond, even working late hours when needed, to ensure the project's success. I highly recommend them to anyone looking for a reliable and talented specialist.”
Zoho Desk + Facebook integration
★★★★★4.9
“It was really great working with the team! They could create really good systems on Zoho and mend them to your liking.”
Zoho Creator suite: orders, inventory, warehouse, sales & finance
★★★★★5.0
“The best — delivered the job very fast. I recommend them for any Zoho jobs.”
Zoho custom setup, workflows & Deluge

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