The Company
A fast-growing B2B filter coffee and tea delivery brand serves business customers across Tamil Nadu, supported by a franchise network and a proprietary delivery application. As the franchise network grew, it needed a more connected system across sales, marketing, support and franchise operations.
The Challenge
Several systems were involved in customer and sales operations, but the information was not connected.
- The CRM and the custom mobile application operated separately.
- Marketing was spread across WhatsApp, email and other campaign tools.
- Field sales had no structured, automated lead capture and follow-up.
- The business needed to separate franchise sales from direct sales.
- Customer support had no structured, SLA-based process.
- Management lacked one view of pipeline, campaigns, support and franchise operations.
The Solution
Satsang designed a connected sales, marketing and support ecosystem across multiple business applications.
Zoho CRM
Separate franchise and direct sales pipelines, zone-based lead assignment and two-way API integration with the custom mobile application.
Zoho SalesIQ
Automated website lead capture through an AI chatbot.
Marketing Automation
Segmented WhatsApp and email campaigns.
Zoho Desk
SLA-based customer support workflows.
Zoho Social
One place for social publishing.
Zoho Sign
Automated e-signature at the required stage of the deal.
WhatsApp Business
Integrated with CRM to bring conversations closer to the sales process.
How the System Works
Tap any step to see what it does.
Business Outcome
The business gained a structured technology ecosystem designed around its growing franchise operation, instead of separate systems managed independently.
