With help from Customerization, an expert Zoho and digital transformation consultancy, SMP was able to overcome this challenge.
Customerization suggested leveraging Zoho Analytics, an advanced Business Intelligence tool from the Zoho One suite that SMP was licensed for.
In short, Customerization used SMP’s existing Oracle ERP database as a data source in Zoho Analytics using the out of the box Zoho-Oracle connector. This allowed a continuous synchronization of customer, sales, and product information from Oracle to Analytics. Just the right data the sales team needed to achieve their sales goals without getting bogged down in integration issues of data they didn't need.
This ‘light’ integration allowed SMP to avoid the point to point integration via API between the two systems, which saved time and money and provided SMP with the immediate solution the sales team was looking for - access to accurate, insightful customer data.
To further enhance the sales team experience, Customerization embedded Analytics dashboards and reports directly into Zoho CRM so that the user sees all the information on the specific client level in one system/UI - Zoho CRM.
As an integral solution, Customerization helped SMP to set up a customer marketing capability leveraging Zoho marketing suite (Campaigns) under the same Zoho One subscription. Now Marketing could fully support sales within one unified, customer focused system.