Hodophile Travels Private Limited - Case Study

Who is Hodophile Travels Private Limited ?

Hodophile Travels Private Limited is a travel agency based in New Delhi, India, specializing in business travel and customized trips. Established in 2018 and registered at the Registrar of Companies in Delhi, the company organizes group trips, corporate travel, adventure tours, food-focused journeys, and bespoke travel experiences tailored to the unique preferences of its clients.

Hodophile Travels also focuses on optimizing business travel and has significant experience in running group tours and medical conferences. The company works with firms across Pharma, Tech, Retail, and Law sectors in India.

What Hodophile Travels Offers

What Needed Solving

The client required multiple pipelines in the Deals module, with different layouts for each pipeline. However, the Zoho CRM version being used did not support adding layout rules, and custom functions were not working in that version. These limitations made it difficult to implement the required pipeline-specific process and data controls.

• Multiple pipelines were required in the Deals module for different business processes.
• Each pipeline needed its own relevant fields and structure.
• Different layouts were required for different pipelines.
• The existing CRM version did not support layout rules in the Deals module.
• Custom functions were not working in the current CRM version.
• The process needed mandatory data controls so that deals could progress only after required information was entered.
• Standardized dropdown values were required to improve data entry and reduce errors.

Evaluation of the Problem

The initial issue was the inability to implement layout rules in the Deals module because of limitations in the current Zoho CRM version. The unavailability of working custom functions further restricted the flexibility needed for smooth operations. These limitations created difficulties in managing different pipelines and maintaining the required process controls, creating a need for an effective workaround.

Proposed Solution

To address the limitations of the existing Zoho CRM version, multiple pipelines were created and mapped with the necessary fields. Blueprints were then used as an alternative to layout rules to create structured process flows and enforce mandatory information before a deal could progress.

• Multiple pipelines were created in the Deals module according to the required business processes.
• Necessary fields were mapped to the relevant pipelines to ensure the correct data structure.
• Blueprints were implemented as an alternative to layout rules in the current CRM version.
• Mandatory fields were configured within the Blueprint so deals could move from one stage to another only after the required information was completed.
• The process ensured that a deal could move to the “Close Won” stage only after the necessary data had been entered.
• Dropdown fields were added to standardize inputs, reduce data-entry errors, and minimize ambiguity.