Skip to main content

Streamlining the Coupon System with Zoho Applications

 

Zoho Applications for Streamlining the Coupon System — A Case Study

Summary:

The client is a coupon management company for pharmacies looking to streamline the process involved in the coupon system. From sharing the coupon code to its redemption and its accounting in real-time, we automated the whole process using Zoho Applications.

The Client:

The client had a coupon system for pharmacies and their end-users who could redeem discounts. The client needed automation in its redemption process that would sync with the accounting process in real-time.

The Challenge:

The client wanted an easy process to redeem coupons for the end-users and the pharmacists to bill using the coupons.

The difficulty in handling the process of redeemable vouchers without the aid of technology was slow and exhausting. Hence, this would discourage the pharmacists (vendors) from accepting the coupons readily.

Once redeemed, the vendors had to follow up the transaction and spend precious workforce hours collecting the money for the product purchased with a coupon.

The client faced difficulty following up with the vendors and the end-users who used the redeemable coupon codes and needed to streamline the process.

The above-complicated process was ineffective for our client or theirs, which led to dissatisfaction in the parties involved. The client came to us with this challenge and looking for an efficient solution.

The Technology Used:

To provide the client’s solution, we used Zoho Applications, including Zoho Creator, Zoho Books, Zoho Sites, Zoho Analytics, and Rest API.

The Solution:

In easing the process involved in the coupon system, we automated the whole process. We started with understanding the business workflow and designed a solution that would take care of and streamline every step involved.

We started with Zoho Sites and created attractive, innovative landing pages with all the information regarding the coupon system that the client could use for campaigning.

The campaigns helped the client bring more vendors to use their coupon system and create awareness in the end-users to collect the redeemable coupon codes.

Our Zoho experts integrated the forms on the landing pages with Zoho CRM and helped in the automatic, real-time sync of the leads in the CRM. The leads turned to deals once they redeemed and used the coupons automatically.

The Zoho CRM integration helped the client eliminate manual entering of the lead’s data into the CRM. It enabled them to prevent losses from data entry errors, confusion, and missed entries.

To help the client share the redeemable coupon codes to their leads and follow up extensively with reminders and alerts, we integrated Zoho CRM with Nexmo with authentication, an A2P (Application to Person) messaging app through Zoho integration services.

With the Nexmo integration with the Zoho CRM, the client saved workforce hours and improved work efficiency while handling campaigns through SMS when sharing the redeemable coupon code information.

Through our Zoho customization services, we created vendor portals and customer portals (for end-users) to track, store, and monitor their redeemable code usage and purchases with vendor information and customer information recorded, respectively.

The creation of Vendor and Customer portals recorded the information in real-time, making the whole process simpler and effective for all parties involved, encouraging the usage of redeemable codes, and increasing walk-in sales using the coupon system.

The Zoho Books accounting integration with the Zoho Vendor Portal eased collecting the redeemed amount from the client, ensuring that the vendors did not have to spend more workforce hours on the process and further encouraged them to accept the redeemable coupons. While our client ran campaigns in series, we integrated the vendor portal to Zoho Analytics to track the performance.

Every campaign that our client ran could access the performance of the vendor’s involvement in sales through redeemable coupons. They could narrow down the vendors that showed higher sales in the previous campaign, helping our client increase their profit margin.

Overall the client benefitted from our Zoho customization and Zoho integration services, through which we provided an efficient coupon management system.

Why choose Infomaze for Zoho Customisation?

Hire Zoho Developers who have the experience and the expertise to handle projects of all sizes and complexities for various industrial vectors. Delivering successful projects, we know what challenges to anticipate and take proactive measures for a hassle-free implementation.

Being a Zoho Authorised Partner, we get our hands on the latest Zoho technology and offer you the best software applications and customizations through our Zoho customization services.

Click The Below Link For More Details

Source: Zoho Applications for Streamlining the Coupon System

Comments

Popular posts from this blog

Lob and Zoho campaign integration to automate mails.

  Zoho CRM integration for email automation — A case study Customizing emails to increase error-free productivity and increase the ROI on offline communication The Client: A mortgage company in Texas providing competitive home finance solutions. The client is a mortgage company in Texas that helps customers find potential homes and offer a wide range of loan solutions. Sending an enormous number of online and offline communication to customers on services and payment reminders was a counted task. The client asked us to provide a solution to structure the mails management system efficiently. Infomaze stepped in with its customized approach in integrating with the Lob and Zoho campaign to automate and ease the process of sending the mails. The Challenge: Customizing the mail for different leads The client had a basic approac h  in sending mail to its customers. The client had to personalize content for the emails and letters before sending them to leads and customers. With massi...

How Hiring WordPress Developers Can Enhance Your Website’s Functionality

 In today’s digital landscape, having a website that stands out is crucial for success. WordPress, known for its versatility and ease of use, powers a significant portion of the web. But to truly unlock its potential, hiring skilled WordPress developers can be a game-changer. Here’s a look at how these experts can elevate your website’s functionality, offering insights that might just inspire your next step. 1. Customized Solutions for Unique Needs Every business has unique requirements, and a one-size-fits-all approach often falls short. Skilled WordPress developers bring a wealth of experience in creating tailored solutions. Whether it’s custom plugins, bespoke themes, or specialized functionalities, these professionals ensure your website aligns perfectly with your business goals. For Example: Imagine needing a complex booking system for your travel agency. A seasoned WordPress developer can build a custom solution that integrates seamlessly with your existing website, enhanc...

Mastering Backtesting in Algorithmic Trading: A Developer's Guide

  In the world of algo trading , where every microsecond counts and decisions are made at lightning speed, the importance of backtesting cannot be overstated. Backtesting is the process of evaluating a trading strategy using historical data to see how it would have performed in the past. It's a critical step in the development and optimization of trading algorithms, helping traders identify flaws, refine strategies, and ultimately increase profitability. However, mastering backtesting requires more than just throwing together some code and running it against historical data. It demands meticulous attention to detail, adherence to best practices in software development, and the utilization of advanced tools and techniques. In this blog post, we'll explore the essential best practices for backtesting in algorithmic trading, all while subtly showcasing how Infomaze can help streamline this process. Define Clear Objectives : Before diving into backtesting, it's crucial to defin...