How Travzed Tourism used Zoho CRM for customer management, Books for travel accounting, and Analytics for profitability insights to streamline operations and gain financial insights
Overview
Travzed Tourism, a leading travel agency in Dubai, partnered with IT Enablers Global to implement Zoho CRM, Books, and Analytics. The goal was to unify customer management and financial operations while gaining deeper insights into profitability.
Key Takeaways:
- Centralized customer and financial data
- Automated workflows and reporting
- Custom profit margin report for Sales Orders
- Improved operational efficiency and decision-making
Founded in 2016 and headquartered in Dubai, Travzed has built a strong reputation for personalized travel services. With a growing customer base and expanding operations, the company needed a scalable and integrated platform to manage sales and finances.
Travzed was previously using a customized ERP system. To modernize their operations, they engaged IT Enablers Global to implement Zoho CRM, Books, and Analytics under the Zoho One suite.
Problem Statement and Key Challenges
Travzed faced several challenges:
- Disconnected system for customer and financial data
- Manual reporting processes
- Lack of availability into profit margin per sales order
- Limited automation and scalability
Evaluation of the Problem
ITEG conducted a thorough analysis of Travzed’s existing workflows and identified gaps in automation, reporting, and data centralization. The team proposed a Zoho-based solution to address these challenges and improve operational efficiency.
Proposed Solution(s)
ITEG recommended Zoho One for its:
This combination provided a unified platform for managing both customer and financial data.
Implementation
The project was executed in three phases:
- Requirement & Gap Analysis (1 Week)
- Conducted sessions to understand business processes and reporting needs.
- Configuration & Customization (10 Weeks)
- Set up CRM and Books with tailored workflows and templates.
- Developed a custom report in Zoho Analytics to show item-wise and total profit margins on Sales Orders.
- Training & Go-Live (1 Week)
- Delivered online training for CRM, Books, and Analytics.
- Provided post-launch support to ensure smooth adoption.
Results
- Automated Sales and Finance Workflows
- Custom Profit Margin Report enabled real-time profitability tracking
- Improved Data Visibility across departments
- Faster Decision-Making with centralized dashboards