Digitizing commercial and operational processes with Zoho

The challenge

Agroseta wanted to improve the speed and traceability of its commercial process, from the arrival of a lead through product delivery and collection follow-up.

Parts of the process depended on manual activities, physical documents, and communication between departments, creating potential delays, data-entry errors, and limited visibility into each operation.

The solution

A commercial strategy built on the Zoho ecosystem centralized and automated the main processes.

Leads from different sources now enter one system and are assigned to sales representatives, reducing the time between a new opportunity and the first commercial contact.

Quoting was standardized. Representatives can review pricing, inventory, and terms, generate consistent quotations, and request discount approval.

Once an order is confirmed, its information moves digitally to the appropriate departments, reducing paper orders, duplicate entry, and manual errors.

A tailored solution was also developed to generate and certify CFDI transport documents, simplifying a process that previously required considerable daily effort.

Results

• Respond to new leads faster.
• Reduce manual work when preparing quotations and orders.
• Improve coordination between sales, inventory, and administration.
• Reduce data-entry errors and lost information.
• Gain greater traceability across each commercial operation.
• Generate transport documents in seconds instead of spending approximately one hour each day.
• Improve visibility into customers, receivables, and overdue balances.
• Simplify collection follow-up and accelerate revenue recovery.

Impact

The implementation transformed a process that relied heavily on manual activity into a connected commercial workflow. Agroseta now has greater visibility from lead generation through order, delivery, and collection, allowing the sales team to spend more time with customers and less on administration.