Case Study : Baldev Engineering

Pain Points

About the Company

Baldev Engineering, established in 1987, is a Maharashtra-based dealer offering commercial vehicles, tractors, and agri equipment with strong sales, service, and customer support across key regions.

01

Data Inefficiency

Fragmented customer data and inefficient master data management across multiple touchpoints.

02

System Disintegration

Disconnected dealer and CRM systems with limited monitoring and reporting capabilities.

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01

Zoho CRM

Zoho CRM to centralise customer and dealer data, ensuring a single source of truth

01

Zoho CRM + DMS

Zoho CRM + DMS to integrate systems for seamless sales tracking and unified customer management

01

Zoho Survey + CRM

Zoho Survey + CRM to capture feedback and drive continuous improvement in processes

02

Zoho Analytics

Zoho Analytics to create real-time dashboards and reports for better decision-making

02

Zoho Ecosystem

Zoho Ecosystem to implement structured master data management for consistency and accuracy

Solution

Implementation Overview

We have implemented a strategy using Zoho CRM to centralise customer and dealer data, creating a single source of truth, while integrating Zoho CRM with DMS to enable seamless sales tracking and unified customer management. Through the Zoho ecosystem, we established structured master data management to ensure consistency and accuracy across systems. Additionally, Zoho Analytics was deployed to deliver real-time dashboards and actionable reports for better decision-making, and Zoho Survey integrated with CRM was utilised to capture feedback and drive continuous improvement across processes.

Customers Empowered
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Years of experience​
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Bright Minds
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