Étude de cas
Sales & Operations Streamlining with Zoho CRM (Project Scope)
This project scope document describes the digital transformation initiative conducted for Medidis SA, with the objective of streamlining sales and operational processes through the implementation of Zoho CRM.
The project focused on process standardization, visibility, and execution efficiency across commercial teams.
Customer Background
Medidis SA operates in the distribution of medical and healthcare-related products, serving a diverse customer base with complex sales cycles and recurring operational workflows.
The organization relies on coordination between sales, administration, and management to ensure service continuity.
Project Background
As Medidis grew, existing tools and manual processes became insufficient to support scale.
Sales activities, customer follow-ups, and operational tracking lacked structure and centralization. The project aimed to establish Zoho CRM as a unified platform to support sales execution and operational alignment.
Duration of the Project
Project Start Date: Defined during kickoff
Project End Date: Defined based on phased milestones
Problem Statement
Prior to the project, Medidis faced several challenges impacting efficiency and decision-making:
- Fragmented sales and customer data
- Manual tracking of opportunities and follow-ups
- Limited visibility on sales pipeline and performance
- Inconsistent processes across sales teams
- Dependence on spreadsheets and informal reporting
Statement of Work
The agreed scope of work included:
- Zoho CRM setup and customization
- Structuring of sales pipelines and stages
- Automation of sales activities and follow-ups
- Centralization of customer and deal data
- User roles, permissions, and governance rules
- Reporting and dashboards for management
Deliverables
- Configured Zoho CRM instance
- Defined sales pipelines and workflows
- Automated task and activity rules
- Sales and management dashboards
- User training and documentation
Solution Overview
Zoho CRM was deployed as the central system of record for Medidis sales operations.
The solution standardized how leads, opportunities, and customer interactions are captured, tracked, and reported across the organization.
Third-Party Integrations
No critical third-party integrations were required as part of this phase.
The focus was placed on consolidating operations within Zoho CRM.
Outcomes
- Improved sales process consistency
- Better follow-up discipline across teams
- Increased visibility on pipeline and forecasts
- Reduced manual reporting effort
- Improved coordination between sales and management
Zoho Team Involved
Zoho Partner Support was consulted for best practices where applicable.
